Enhanced Sales Processes Through Accurate Information
The product catalog sync feature enables your sales and support teams to access and share accurate product information with customers, leading to improved sales processes and customer satisfaction.
Seamless Order Synchronization
The integration enables real-time synchronization of orders placed on your Shopify store with Zoho CRM. This means that every time a customer places an order on your Shopify store.
Instant Order Information Updates
The order details are instantly updated in Zoho CRM, providing you with up-to-date information on sales and customer interactions.
Automated Customer Data Transfer
This ensures seamless integration of customer data between the two platforms. It automatically imports customer information from Shopify into Zoho CRM, creating or updating customer records as needed.
Unified Customer Data View
This integration enables a unified view of customer data, including order history, contact details, and other relevant information, empowering you to provide personalized customer experiences.
Product Catalog Sync
The integration also synchronizes your Shopify product catalog with Zoho CRM. This means that all your product information, including prices, and descriptions, is seamlessly imported into Zoho CRM.
Prerequisites
Prerequisites
Must be the Zoho CRM's Super Admin.
Zoho CRM Enterprise edition or higher is required.
Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.
Use Cases
Streamlined Order Management
Scenario: An e-commerce business receives a new order on Shopify. The extension automatically syncs the order data (items, quantity, price) with Zoho CRM, allowing the sales team to view and manage customer orders directly in the CRM.
Benefit: Centralizes all customer and order data in one place, enhancing order tracking and customer service.
Enhanced Customer Insights
Scenario: Customer data from Shopify, such as past purchases, browsing behavior, and contact information, is synced with Zoho CRM. The marketing team can segment customers based on purchasing behavior for personalized campaigns.
Benefit: Enables targeted marketing and customer retention strategies by having a comprehensive view of customer behavior.
Improved Sales Forecasting
Scenario: Sales data from Shopify is integrated into Zoho CRM, allowing the sales team to analyze trends in real-time. The team can forecast future sales based on historical data.
Benefit: Helps businesses predict revenue growth, manage inventory, and plan marketing campaigns accordingly.
Efficient Customer Support
Scenario: When a customer contacts support, the representative can access their Shopify order history, purchase details, and previous communications synced into Zoho CRM.
Benefit: Provides customer support agents with a 360-degree view of the customer, leading to faster issue resolution and higher customer satisfaction.
Automated Follow-ups and Retargeting
Scenario: A customer makes a purchase on Shopify, and the system automatically updates Zoho CRM. The marketing team can set up automated follow-up emails or offers based on the customer's purchase history.
Benefit: Boosts customer engagement and retention through timely and relevant follow-up actions.
Streamlined Invoicing and Payment Tracking
Scenario: Shopify sales are synced to Zoho CRM, including payment details. The CRM helps track whether invoices have been paid or are pending, and sends reminders automatically.
Benefit: Simplifies accounting by linking sales and payments directly, reducing the risk of errors or missed payments.
Simplified Reporting and Analytics
Scenario: Sales data from Shopify is automatically imported into Zoho CRM, where users can generate custom reports to track sales performance, customer engagement, and other KPIs.
Benefit: Provides actionable insights to improve decision-making and optimize business operations.
Pricing
Plans that fit your scale
Simple, transparent pricing that grows with you. Try any plan free for 30 days.
