How to integrate Zoho with Shopify? Here are some easy steps


How to integrate Zoho with Shopify? Here are some easy steps
How to integrate Zoho with Shopify? Here are some easy steps
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In the past few years, eCommerce businesses have been gaining a lot of popularity. Due to this, many entrepreneurs are starting online businesses. Also, online businesses are looking for tools and services that can help manage their business easily and help them get success. Zoho is one such tool, and for that, you can hire Zoho development services to get its benefits.

When you start an online business, you need a website for your business, and to create the website, you need an eCommerce platform. And Shopify is one of the most popular and robust platforms for eCommerce businesses.  

You need to list products, engage with people, and accept payments in an online store. Shopify will provide you with features and tools that will help you manage all these activities smoothly. 

If we talk about Zoho, then Zoho is a cutting-edge, one-of-a-kind, and powerful software suite that revolutionizes the way people operate. Zoho is a Software as a Service (SaaS) firm that provides a variety of online applications such as word processors, spreadsheets, wikis, and CRM software.

Zoho is one of its technologies that transforms the tasks of the business. It provides all the necessary tools & applications that are needed for the smooth processing of tasks and growing the business. You can hire Zoho development services for customized solutions.

Due to the productivity of Shopify and Zoho, many businesses want to integrate Zoho with Shopify. This combination will help to make their business process smooth and also help them to increase their sales.

In this post, we tell you the steps to set up the Zoho Shopify integration. But before that, we will also see the benefits of Zoho Shopify integration. 

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Benefits of Zoho Shopify integration

  1. Get the customer details directly into the Zoho CRMWhenever any purchase is generated or tried through the Shopify website, the order will automatically be updated in the Zoho CRM. This data will help you to understand which product is popular and who is your target audience. Now, you can use this data to create marketing strategies for your business. 
  1. Store all sales and profit data into a centralized location

With this integration, you can store all the sales and customer data in a single place and make better business decisions through these data. The integration allows you to keep track of sales in one place and control your company procedures from anywhere.

  1. Ease the process

The integration of Zoho with Shopify will streamline your processes and make them easy. It will make your work easy as the tasks will be in a smooth flow. Also, you can perform the tasks quickly with this integration. 

5 Steps for Zoho Shopify integration

  1. Build new Zoho Shopify connection

For building the new connection, you need to first log in to the Shopify account and visit ‘App Trigger.’ Now select the desired trigger and then click Next. Click Connect if you don’t already have any Shopify connections in your account. Otherwise, as indicated in the figure below, click on ‘New connection.’

  1. Authorize the Zoho Shopify Connection

After you develop the connection, you need to enter the ‘Connection Name,’ and later, you need to add the ‘Shop Name.’ You can even copy the value of the ‘shop name’ in the Shopify URL. Once you create the Shop name, click on ‘Authorize.’ 

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Once you complete the authorization, you will need to install the Zoho Flow to establish your 1st connection. A pop-up will appear, in that you need to click on the ‘Install Unlisted App’ option. It will authorize Zoho to access your Shopify account. 

  1. Connect Shopify with Zoho inventory

When you complete the Zoho Shopify association, you want to interface with Shopify with Zoho inventory. For this, visit the Zoho application explore Integration Modules in the sidebar. Presently, explore and pick Shopify in the Shopping Cart. Here, click the ‘Setup Now button’ present beneath the page, and add the name for the online store.

After setting the name, click ‘Connect,’ it will associate your Shopify store with the Zoho inventory. After this, an assessment of your data will be done, and if it will be found right, your Shopify Zoho joining will be finished effectively. 

  1. Configure the Zoho Shopify integration

When your Zoho Shopify coordination is fruitful, you will be coordinated to the configuration page. This will give you admittance to see and change the reconciliation settings according to your necessities. You can also hire Zoho CRM development services for integration. 

  1. Connect multiple Shopify stores with Zoho

This step is for those who want to connect multiple Shopify stores with Zoho. Follow the below steps for each Shopify store:

  1. Log in to the Zoho inventory application and visit the integration modules in the sidebar of the application. Now, navigate to the ‘Shopping Carts’ and click the ‘Add store’ button. 
  1. Now give a unique and attractive name to your store and click on ‘Connect.’ Just add the login information of the store to complete the connection. 
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Follow these steps if you want to connect multiple Shopify stores with Zoho. 

Conclusion

In conclusion, we would say that the integration of Shopify and CRM can reap great benefits for your business. You can follow the above-mentioned steps to integrate Zoho with Shopify. You can also take the help of experts for this purpose. 


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Mujahid ali