Connecting Ecwid with Zoho CRM

You can build your customer base in Zoho CRM, a web-based customer tracking system. With Zoho CRM you can better understand the behavior of your existing customers and prospects, and better communicate with them. This can help you tune your marketing efforts, build a lasting relationship with your customers, work with leads and close more deals.

To connect your Ecwid store with Zoho CRM you do not need any coding skills. You can integrate both with no code by using the Zapier service where you can simply select a trigger (when something should happen) and an action (what should happen). As a result you will have an automated task, a “zap”.

Plan availability: You can use Zapier service on all paid Ecwid plans. Zoho CRM is a premium app in Zapier — you’ll need a paid Zapier plan to enable a zap for Quickbooks.

Here is an example of how you can automatically create new contacts in Zoho CRM from all new customers in your Ecwid online store:

  1. Sign up for an account with Zapier or log in to your existing Zapier account, if you already have one.
  2. In your Zapier account, click Make a zap.
  3. At the “When this happens…” step, in the Choose App & Event section, type “Ecwid” in the search field and click on the Ecwid icon to choose it:

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  1. In the Choose Event Trigger section, select New Customer:

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  1. Click Continue.
  2. At the “Choose account” step, click Sign in to Ecwid and log into your Ecwid account.
  3. Click Continue.
  4. In the Customize Customer section, click Continue.
  5. In the Find Data section, click Test Trigger to check if the right store has been connected and that the trigger is set up correctly.
  6. Click Continue.
  7. At the “Do this” step, make search for the Zoho CRM app and pick it:

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  1. In the Choose Action Event section, select Create Module Entry:

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  1. Click Continue.
  2. Log into your Zoho CRM account that you want to link with your Ecwid store.
  3. Click Continue.
  4. In the Customize Module Entry section, fill out the required fields:
    • For Module choose the Contacts value.
    • For Layout choose the Standard value.
    • For Lastname choose the Name value.
    Also, fill out other fields that you want to send over to Zoho.

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  1. Click Continue.
  2. At the Send Data step, check what Ecwid store data is sent to your Zoho CRM account.
  3. Name your zap and click Done Editing.
  4. Click Turn zap on.

That’s it. New customers are now created in Zoho CRM from your new Ecwid store customers:

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