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Connecting Ecwid with Zoho CRM

You can build your customer base in Zoho customer tracking system. With Zoho CRM, you can better understand the behaviour of customers to better communicate with them. This can help you tune your marketing efforts, build a lasting relationship with customers, work with leads and make more sales.

You can connect your Ecwid store with Zoho CRM with the code-free Zapier service where you can select a trigger (when something should happen) and an action (what should happen). As a result, you will have an automated task, a “zap.”

Zoho CRM is a premium app in Zapier — you’ll need a paid Zapier plan to enable a zap for Zoho.

To setup Zoho CRM for your Ecwid 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. In our example, we make a "zap" to create a new contacts in Zoho CRM from all new customers in the Ecwid online store.
  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:

Connecting_Ecwid_with_Zoho_CRM__5_.png

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

Connecting_Ecwid_with_Zoho_CRM__3_.png

  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:

Connecting_Ecwid_with_Zoho_CRM__1_.png

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

Connecting_Ecwid_with_Zoho_CRM__2_.png

  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.

Connecting_Ecwid_with_Zoho_CRM__6_.png

  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:

Connecting_Ecwid_with_Zoho_CRM__4_.png

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