<ul class="wccom-tick-list-primary">
<li>Easily sync your WooCommerce data, like customer details and orders, to Bigin with simple one-click or bulk options, saving you time and effort.</li>
<li>Use flexible features like instant sync, background sync, and conditional filters to control what data syncs and when, making your workflow smoother.</li>
<li>Keep track of everything with detailed logging so you can quickly spot and fix any syncing issues.</li>
<li>Create custom feeds and map data based on events like order updates, so your Bigin CRM always has the latest information.</li>
</ul>
<h2>Features</h2>
<h3>Connecting WooCommerce and Bigin</h3>
<p><span style="font-weight: 400">Setting up the integration with Bigin is simple. First, select your Zoho domain based on your country. Then, click on </span><b>“Login”</b><span style="font-weight: 400"> and authorize the connection. </span></p>
<p><span style="font-weight: 400">You’ll be prompted to give permission; accept it and move to the next step. </span></p>
<p><span style="font-weight: 400">Here, you can create default contact feeds, and you’re all set! Now you’ll be redirected to the dashboard, and you can start syncing your data to Bigin.</span></p>
<p><span style="font-weight: 400">By default, you get Contact, Products, Pipeline, and Accounts (Company) feeds that sync the data of these objects. Along with the predefined contact feeds, you can also create custom feeds to easily sync data for additional objects.</span></p>
<h3>Synchronize</h3>
<p><span style="font-weight: 400">You can sync your existing (historical) data using this extensiopn:</span></p>
<ol>
<li><b>One-click sync</b></li>
</ol>
<p><span style="font-weight: 400">Using the one-click sync option, you can sync newly added data or data that didn’t sync in the last process. Click on the option, select your Woo object type from the drop-down, select your feed, and start the process to sync.</span></p>
<ol start="2">
<li><b>Bulk Data Sync</b></li>
</ol>
<p><span style="font-weight: 400">With Integration with Bigin for WooCommerce, you can send all the data of a WooCommerce Object in bulk; just select the object and related feed and start sending your existing data over Bigin.</span></p>
<ol start="3">
<li><b>Instant sync</b></li>
</ol>
<p><span style="font-weight: 400">The extension comes with an instant sync feature that you can enable to sync your WooCommerce data instantly. This functionality depends on the event you have selected in your feed settings.</span></p>
<ol start="4">
<li><b>Background Sync</b></li>
</ol>
<p><span style="font-weight: 400">Background sync is another great feature, which you can use to sync your existing data in the background over Bigin every 5 minutes. You can utilize this feature when you don’t want to initially sync the data during the extension setup.</span></p>
<h3>Mapping</h3>
<ol>
<li><b>Synchronization Based on Events</b></li>
</ol>
<p><span style="font-weight: 400">You can sync newly added data based on specific, defined events like when an order is created and updated, the order status is changed to failed, refunded, or drafted, the product is created and updated, and many more. You can use these events to trigger the synchronization.</span></p>
<ol start="2">
<li><b>Sync Contact Details</b></li>
</ol>
<p><span style="font-weight: 400">Sync customer information — like First Name, Last Name, Email, Phone, Mobile, Mailing City, and Street, etc. — to Bigin, keeping all your customer details in one place. </span></p>
<ol start="3">
<li><b>Sync Product Details</b></li>
</ol>
<p><span style="font-weight: 400">Zoho Bigin Integration plugin allows you to easily sync Product Details like Name, Code, Unit Price, Description, Product Category and More!! </span></p>
<ol start="4">
<li><b>Sync Account (Company) Details</b></li>
</ol>
<p><span style="font-weight: 400">Zoho Bigin has integrated accounts (company), also known as the company module, which you can utilize to sync company details such as owner, name, image, and more. This helps you in storing a specific type of data in a specific place.</span></p>
<ol start="5">
<li><b>Sync Shipping Details</b></li>
</ol>
<p><span style="font-weight: 400">Easily sync all shipping details with Zoho Bigin through bulk or instant sync. You can choose to sync shipping as a line item within the order or as a separate shipping product. Along with this, the extension lets you sync the shipping total or the shipping total including tax, ensuring complete accuracy in order records.</span></p>
<ol start="6">
<li><b>Pipeline Synchronization</b></li>
</ol>
<p><span style="font-weight: 400">Pipeline synchronization helps keep your order data updated by syncing important details such as order fields, values, order status, quantity, product list, price, discounts, and more.</span></p>
<p><b>Note:</b><span style="font-weight: 400"> Make sure to include the </span><b>Sub Pipeline</b><span style="font-weight: 400"> standard field in the sub pipeline feed. If this field is missing or left blank, you might run into errors during the synchronization process.</span></p>
<ol start="7">
<li><b> Map Woo Order Statuses in Pipeline </b></li>
</ol>
<p><span style="font-weight: 400">You can map WooCommerce order statuses to specific pipeline stages in Bigin. For example, pending payment orders can be assigned to a </span><b>“Needs Analysis”</b><span style="font-weight: 400"> stage, completed orders can move to</span><b> “Closed Won,”</b><span style="font-weight: 400"> and canceled orders can be synced to </span><b>“Closed Lost.”</b><span style="font-weight: 400"> </span></p>
<ol start="8">
<li><b>Sync Based on Conditional Filters</b></li>
</ol>
<p><span style="font-weight: 400">This extension features conditional filters, which you can use to control which data gets synced to Bigin by setting specific rules. Just pick the fields, choose the type of condition, and add the values to create your rule. You can also use multiple AND or OR filters to make your conditions more detailed.</span></p>
<ol start="9">
<li><b>Sync Product Image</b></li>
</ol>
<p><span style="font-weight: 400">You can also sync product images from your WooCommerce store to Zoho Bigin. This makes sure your products look the same in both places. Having the images in Zoho Bigin, your team can quickly recognize products, manage them easily, and give customers a clear view of what you’re offering.</span></p>
<ol start="10">
<li><b>Multi-Currency Synchronization</b></li>
</ol>
<p><span style="font-weight: 400">This extension supports multiple currencies, making it easy to manage international sales. When syncing data, both the store’s base currency and the customer’s shopping currency are shown in Zoho Bigin. The admin can set the preferred currency and define the conversion rate directly from their Bigin dashboard. </span></p>
<ol start="11">
<li><b>Sync Refund Details</b></li>
</ol>
<p><span style="font-weight: 400">Sync refund details such as the refund amount, reason, refund notes and date. This keeps all refund information updated in Zoho Bigin, helping you track order history and manage customer refunds with ease.</span></p>
<ol start="12">
<li><b>Sync Tax Details</b></li>
</ol>
<p><span style="font-weight: 400">Now you can easily sync tax rates between your WooCommerce store and Zoho Bigin. Create tax rates in WooCommerce for standard, reduced, or zero rates, and map them directly to Zoho Bigin. </span></p>
<h3>Comprehensive Logging</h3>
<p><span style="font-weight: 400">The log tab gives you a detailed view of all your WooCommerce data that was successfully synced to Bigin or failed to sync.</span></p>
<ol>
<li><b>Enable/Disable Loggin </b></li>
</ol>
<p><span style="font-weight: 400">Activate or deactivate sync logging whenever you want. You can also choose how many days to keep the logs, and they’ll be automatically deleted after that time.</span></p>
<ol start="2">
<li><b>Sync Log Section</b></li>
</ol>
<p><span style="font-weight: 400">This extension includes a Sync Log section that shows details like Feed, WooCommerce Object, Woo Object ID, Bigin Object, and more. This information helps you spot and fix any errors that happen during syncing</span></p>
<h2>Benefits</h2>
<ol>
<li><b>Save Time with Easy Syncing</b></li>
</ol>
<p><span style="font-weight: 400">Sync your WooCommerce data to Bigin in a single click or in bulk, without any complicated steps. This lets you focus on your business instead of manual data entry.</span></p>
<ol start="2">
<li><b>Stay Organized with Automatic Updates</b></li>
</ol>
<p><span style="font-weight: 400">This extension has features like instant sync and background sync to keep your Bigin CRM updated with the latest customer and order details. You’ll always have accurate information at your fingertips.</span></p>
<ol start="3">
<li><b>Reduce Errors with Smart Filters</b></li>
</ol>
<p><span style="font-weight: 400">The extension incudes conditional filters that let you set rules so that only the right data syncs to Bigin. This cuts down on mistakes and keeps your CRM clean and reliable.</span></p>
<ol start="4">
<li><b>Fix Issues Quickly with Detailed Logs</b></li>
</ol>
<p><span style="font-weight: 400">The logging system shows you exactly what synced or failed, with clear details. You can spot problems fast and solve them without any hassle.</span></p>
<ol start="5">
<li><b>Customize to Fit Your Needs</b></li>
</ol>
<p><span style="font-weight: 400">Create custom feeds and map data based on events like order changes or product updates. This ensures the integration works perfectly for your specific business needs.</span></p>
<h2>Support</h2>
<p><span style="font-weight: 400">If you need support or have questions, kindly </span><span style="font-weight: 400"><a href="https://woocommerce.com/my-account/create-a-ticket/">contact us</a>.</span></p>

Integration For Bigin By Zoho CRM

<p>Connect WooCommerce to Bigin CRM, sync customers, orders, and products, and control data with custom feeds and filters.</p>

<p>Convert more leads to customers. Sell more products to existing customers and <em><strong>make more money</strong></em> with Jetpack CRM for WooCommerce.</p>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>Start building a list of leads and customers</h2>
<p><span style="font-weight: 400">With all of your business data in a CRM you can easily see how many orders your customers have made, view their contact records & activity, and continue to nurture them with our powerful email and automation tools. </span></p>
<p><span style="font-weight: 400">Jetpack CRM for WooCommerce is the ideal CRM for small & medium sized businesses (SMBs) and entrepreneurs.</span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg"><img class="alignnone wp-image-7571949 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot.jpg" alt="" width="1500" height="800" /></a></p>
</div>
</div>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>See everything in one place</h2>
<p><span style="font-weight: 400">Jetpack CRM is the beating heart of your business where you can manage your leads, customers, quotes, invoices, and transactions all in one place.</span></p>
<p><span style="font-weight: 400">Importing your contacts is quick and straightforward, and if you ever need to export them we have tools to do that easily too!</span></p>
<p><span style="font-weight: 400">Add your whole team to see how your business evolves in real-time, and never miss that piece of crucial context needed to manage your clients again. </span></p>
<p><span style="font-weight: 400">On contact profiles you can see all of your team’s interactions with each contact. Perform quick actions like sending an email, log the notes from a recent call, add a recent deal that you won, and much more! </span></p>
<p><span style="font-weight: 400">Jetpack CRM is incredibly flexible so you can tailor it to suit your business’ needs. </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg"><img class="alignnone wp-image-7571951 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-1.jpg" alt="" width="1500" height="800" /></a></p>
</div>
</div>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2><b>Tools for the whole sales cycle</b></h2>
<p><span style="font-weight: 400">Unlike most other CRMs Jetpack CRM for WooCommerce includes tools to easily collect leads, create quotes, capture orders, and generate invoices which can be sent directly to your contacts through the CRM – making it a great billing system too! </span></p>
<p><span style="font-weight: 400">Your team can manage and get real-time insights on your sales cycle and orders – it’s a powerhouse to help grow your business.  </span></p>
<h2>Lightning-fast Sales Dashboard</h2>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg"><img class="alignnone wp-image-7571953 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-2.jpg" alt="" width="1500" height="800" /></a></p>
<p><span style="font-weight: 400">See a snapshot of your business’ performance with the Sales Dashboard. With our powerful and robust WooCommerce extension all of your sales will automatically sync to the CRM. Selling additional products manually or through a bricks and mortar store? Easily add them to your CRM and capture everything in one place.</span></p>
</div>
</div>
</div>
<div class="wccom-bundle-section-image">
<h2><b>Do even more with our extension library</b></h2>
<p><span style="font-weight: 400">With 30+ official CRM extensions available you can power up your CRM and do much more. From adding your contacts to your favourite email marketing platform, automating your tasks through Automations, customers and payments from Stripe & Paypal, and much more! </span></p>
<p><a href="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg"><img class="alignnone wp-image-7571956 size-full" src="https://woocommerce.com/wp-content/uploads/2021/02/styled-screenshot-3.jpg" alt="" width="1500" height="800" /></a></p>
</div>
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<p><span style="font-weight: 400">Features of Jetpack CRM include:</span></p>
<ul>
<li style="font-weight: 400"><span style="font-weight: 400">Lead & Contact management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Company management</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Client proposals</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Quotes</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Customer invoices</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Transactions</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Sales dashboard</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Forms</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Automation</span></li>
<li style="font-weight: 400"><span style="font-weight: 400">Email nurturing</span></li>
<li style="font-weight: 400">And <a href="https://jetpackcrm.com/features/">much more</a>!</li>
</ul>
<h2>Plugins made for each other</h2>
<p>Jetpack CRM and WooCommerce are both <a href="https://automattic.com/">Automattic</a> companies, so plugins are fully compatible and you can work with a single support team.</p>
</div>
</div>
</div>
<div class="wccom-bundle-section-image"><img class="alignnone wp-image-7417314 size-medium" src="https://woocommerce.com/wp-content/uploads/2021/02/woo3.png?w=620" alt="WooCommerce and Jetpack logo lockup" width="620" height="77" /></div>
<hr />
<div class="wccom-bundle-section">
<h2 class="wccom-bundle-section-header-title">The best CRM for WooCommerce</h2>
<ul>
<li>No limits on the number of contacts in your CRM.</li>
<li>All orders are imported and assigned to your contacts.</li>
<li>Send emails and create email campaigns.</li>
<li>Risk free, fully refundable for 14 days.</li>
</ul>
</div>
<hr />
<div class="wccom-bundle-section">
<div class="wccom-bundle-section-container">
<div class="wccom-bundle-section-content wccom-bundle-section-left">
<h2>Testimonials</h2>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499077" src="https://woocommerce.com/wp-content/uploads/2021/02/mshort.jpg?w=80" alt="" width="80" height="80" /><br />
<em>My mind is blown away by how much attention has been placed on all the essential details built into Jetpack CRM. It’s a polished, professional product that I love being able to bake into my Website as a Service (WaaS), multisite network. It adds true value for my customers and completes my product offering. I’ve not been able to find any tool quite like it (and trust me, I’ve looked!) If you’re looking to offer true value to your customers, this is worth its weight in gold!</em></p>
<p class="who"><strong>Michal Short</strong></p>
</div>
<div class="testimonial-block"><img class="alignnone size-medium wp-image-7499078" src="https://woocommerce.com/wp-content/uploads/2021/02/dscrib.png?w=80" alt="" width="80" height="80" /><br />
<em>We can sit back and relax safe in the knowledge that Jetpack CRM is working tirelessly behind the scenes distributing leads automatically to our clients.</em></p>
<p class="who"><strong>Dave Scribner</strong></p>
</div>
<p class="wccom-bundle-header-fineprint">
</div>
</div>
</div>
<hr />
<h2 class="wccom-bundle-section-header-title">Is it easy to get started?</h2>
<p>Good news, it’s now fast and <em>incredibly</em> easy get started with Jetpack CRM.</p>
<span class="embed-youtube" style="text-align:center"></span>
<hr />
<h2></h2>
<h2 class="wccom-bundle-section-header-title">Get Jetpack CRM for WooCommerce for FREE!</h2>
<div class="wccom-shortcodes__cta-button ">
<div class="wccom-shortcodes__cta-button-cta"><a class="wccom-bundle-button wccom-bundle-button-primary" href="https://jetpackcrm.com/woocommerce?utm_source=woocommerce&utm_medium=web&utm_campaign=marketplace&utm_content=pricing-2">Get Jetpack CRM</a></div>
</div>
<hr />

Jetpack CRM for WooCommerce

<p>Jetpack CRM has everything you need to nurture your leads and customers: Invoices, Billing, Email Marketing, Automation, a detailed Sales Dashboard, and 30+ extensions including Stripe, Paypal, Mailchimp, and more.</p>

Integration For Bigin By Zoho CRM vs Jetpack CRM for WooCommerce