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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 Create and select Zaps.
  3. Click Trigger, then select Ecwid by Lightspeed. In the opened menu on the right, click the Trigger event dropdown and select the required action. For example, New Customer
  4. If you're not automatically logged in into your Ecwid account, in the Account dropdown, click Sign In to login to your Ecwid account.
  5. Click Action and select Zoho CRM. In the opened menu on the right, click the Action event dropdown and select the action you want to perform. For example, Create Module Entry.
  6. If you're not automatically logged in into your Zoho CRM account, in the Account dropdown, click Sign In to login.
  7. Click Continue.
  8. Set up details of your connection and click Continue.
  9. Click Test step to check if the right store has been connected and if the right trigger is set up. You can skip this step.
  10. Click Publish.

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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