<blockquote>INTEGRATE KEAP CRM WITH WOOCOMMERCE</blockquote>
Use the Keap Integration for WooCommerce plugin to synchronize your WooCommerce contacts, products, deals, and orders. The plugin becomes user-friendly because of interesting features such as allowing bulk sync or one-click sync.
Keap Integration for WooCommerce Plugin allows you to sync your products, orders, and contact information over the Keap CRM. The plugin is devoted to increasing your eCommerce sales by letting you extract maximum benefits from the Keap CRM formerly known as the Infusionsoft CRM. It is no doubt a time saver opportunity for you. It will expedite the process of data synchronization.
 
<h2>Top Features</h2>
<h3>1. Two-Way Deletion Of The Listed Products</h3>
The WooCommerce CRM plugin provides admin access to the two-way deletion feature, wherein if you delete a listed product from your WooCommerce store, it will also be deleted from keap, and vice versa. This functionality also allows the admins to delete variations of the variable products. 
<h3>2. Error Reporting Feature</h3>
This Keap integration helps the admin track all the errors that take place while syncing an object. All the errors will be sent to your mail id. The admin can enter the mail address after which he will receive mail for all the errors taking place on any mail on which he/she wants to get emails of errors. 
<h3>3. Sync Shipping and Tax with Order Items</h3>
With this feature for Keap integration for WooCommerce plugin, admins will now be in a position to sync their Shipping, Shipping tax, and Taxes with different order items.
<h3>4. Sync WooCommerce object data with feeds</h3>
Create feeds, that is, a set of rules to ensure seamless integration of your WooCommerce data with Keap CRM.
The plugin provides you with 3 default feeds: 
a. Products Feed 
b. Contacts Feed 
c. Orders Feed
<blockquote>Note: Synchronising your CRM WooCommerce plugin product data using Products Feed is mandatory to allow other feeds to function seamlessly to sync the contact and then order data to your Keap panel.</blockquote>
<h3>5. Assign Lead Source to Contacts</h3>
This Keap CRM Integration plugin lets you know from which source your lead is generated. Thus, you will get the information of the source or medium from where your lead has visited your site.
<h3>6. Bulk Data Sync</h3>
The Keap CRM integration plugin allows you to export all your products, contacts, and order information respectively using the Bulk Data Sync feature.
<h3>7. One-Click Sync</h3>
If you have a new or missed entry that needs to synchronize with Keap CRM, this feature is of great utility. The plugin will display any discrepancies in the mismatched data. You can resolve the discrepancy using the One-Click Sync button.
<h3>8. Detailed logging of synchronized data</h3>
The Keap Integration for WooCommerce plugin keeps a comprehensive log of all data-sync activities. You can review issues at any time. This reduces the time it takes to troubleshoot CRM problems.
<h3>9. Sync Tags Over Keap</h3>
With the Keap WooCommerce integration plugin, you can now sync tags over the CRM effortlessly. The plugin will allow you to instantly sync all the tags. You can sync tags for ‘Products Bought’, ‘Product SKUs’, and ‘Product Type’. Our latest update in the Keap integration plugin brings to you the feature of syncing tags for ‘Order Statuses’ as well.
<h3>10. Instant sync feature</h3>
The Keap integrations plugin provides a toggle switch if you want to turn on or off instant syncing of contacts, orders, or products over Keap CRM. Please note that you will have to manually use the bulk data sync or one-click sync options to ensure regular integration of your WooCommerce data if you disable instant sync
<h3>11. Wipe Data on Disconnect</h3>
Enabling this toggle in the Settings tab will erase all the sync history if you disconnect the integration with your Keap CRM.
12. Delete Log Data
In the WordPress Infusionsoft plugin, you can choose specific days in the settings tab to delete log data after a particular number of days in your CRM Keap.
<h3>13. Order Status</h3>
In the CRM WooCommerce plugin, the order status will be shown according to the WooCommerce order placement. When a customer will place an order through an online payment method, then the order status will be shown Paid whereas if it places an order through cash on delivery, the order status will be shown Unpaid in the invoice. 
For instance, if cash on delivery has been opted for, then the order status will be shown as in the image:
<h3>14. Promo Code Implementation</h3>
If customers will apply a coupon code while placing the order, then that coupon code will sync as a promo code in Keap CRM.
<h3>15. Stop Failed orders syncing to Keap</h3>
The failed order status will be shown in the WooCommerce order placement. When a customer has placed an order with the Infusionsoft plugin but due to payment failure or wrong details, the order gets failed or canceled. 
<h3>16. HPOS Compatibility</h3>
Keap Integration for WooCommerce works smoothly with the WooCommerce HPOS feature, improving your store’s capacity to handle high order volume during peak shopping periods.
There is a substantial increase in order volume during high-sales seasons, such as Christmas, BFCM, Labor Day, etc. To efficiently handle these orders, HPOS creates a dedicated custom table for orders, thereby accelerating the order processing, and making it seamless for Keap Integration to sync & manage the increased store data like orders and products.
<h2>Why Should You Use This Plugin?</h2>
Data synchronization is of the utmost importance when you use Keap CRM. Using the Keap Integration for WooCommerce plugin by WP Swings helps you automatically update data. It automatically updates contacts, orders, and deal data and also eliminates errors related to manual entry. Using a quick, reliable, and user-friendly tool such as this plugin by WP Swings will optimize your ROI.
Keap formerly known as Infusionsoft CRM is a reliable solution and the Keap Integration for WooCommerce plugin is indispensable.
<h2>Benefits</h2>
<ul>
<li>Effortless Installation And Setup: You can install the Keap Integration for WooCommerce plugin. You might seem overwhelmed thinking it will be a complicated process to synchronize Keap CRM, but all it takes is a few clicks to install and sync your data with Keap.</li>
<li>Hassle-free Data Sync: Predefine the settings for how or when you wish to synchronize your data with the Infusion CRM and just sit back whenever there is a new contact on your website.</li>
<li>Time-Saving: Timing becomes a goal-defining factor when it comes to addressing the lead. Thus Keap Integration for WooCommerce will give you only higher returns by saving the most precious resource- time.</li>
<li>Eliminates Incidents of Error: By automating the process, you will eliminate the chances of data interchange, missing any contacts, or new orders. All you need to do is go to the Keap integrations dashboard and click on the one-click sync button.</li>
<li>Reliable Support: You can reach out to our support team almost instantly to set up the integration between your Keap account and the WooCommerce integration plugin.</li>
<li>Detailed Sync Logs to Save Error-Resolving Time: This Keap Integration plugin provides a complete sync log report that helps you easily recognize errors and helps you to rapidly resolve them.</li>
<li>Historical Data Sync: You can sync historical data such as previous orders and contacts before installing the Keap WooCommerce integration plugin of your store.</li>
</ul>
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/integration-with-keap/" target="_blank" rel="noopener">Keap Integration for WooCommerce Documentation</a> to learn more about the features and working of plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

Keap Integration

Keap Integration for WooCommerce plugin helps you to sync & manage your WC store data like orders and products over Keap CRM.

<blockquote>SYNC YOUR WOOCOMMERCE STORE DATA OVER ZOHO CRM TO TRACK, MANAGE TO ANALYZE IT WITHOUT ANY HASSLE</blockquote>
<ul class="wccom-tick-list-primary">
<li>Easily sync Contact Form 7 Submission with Zoho CRM, Customize form fields and map them to Zoho Object for smooth integration.</li>
<li>With features like historical batch data sync, one-click sync, manual sync, and instant sync, effortlessly transfer data from WooCommerce to Zoho CRM for enhanced efficiency.</li>
<li>Establish connections between Zoho CRM and WooCommerce by mapping Zoho fields to WooCommerce fields.</li>
<li>View the syncing log detailing the complete data transfer process to Zoho CRM, ensuring transparency and accountability in your synchronization process.</li>
</ul>
<blockquote>Note– Zoho CRM Integration handles CRM functionalities. For books and inventory, try our <a href="https://woocommerce.com/products/integration-with-zoho-books-inventory/">Zoho Books or Inventory Integration</a>.</blockquote>
<h3>Features Of WooCommerce Zoho Integration</h3>
<h4>Feeds To sync WooCommerce Data</h4>
The Woo Zoho CRM integration plugin comes with feeds you can use to sync the data of your WooCommerce objects to Zoho CRM. By default, you get four feeds that sync the data of these objects. 
<ul>
<li style="font-weight: 400">Products </li>
<li style="font-weight: 400">Contacts </li>
<li style="font-weight: 400">Deals </li>
<li style="font-weight: 400">Orders </li>
</ul>
Note: Besides the predefined feeds, you can also generate custom feeds to seamlessly synchronize data for additional objects like Invoices, Accounts, and more.
<h3>Synchronize</h3>
You can sync all your existing (historical) data using the Woo Zoho CRM.
1. Synchronize SKU in Sales Order 
With our Zoho integration plugin, you can sync SKU details in sales order line items using the default sales order feed. You can also enable or disable this feature as per your convenience. 

2. Sync Tax Details 
You can sync tax details on order in line items. This tax is not associated with any product-related tax; this feature will sync the tax that is being applied to the order, and it will show along with the order line items. You can enable or disable this feature as per your requirement, and you can also choose to sync the tax details in parallel to the subtotal. 

3. One-click sync 
Sync newly added data or data that didn’t sync in the last process Click on the Select Woo Object Type dropdown to choose the object, select the feed, and start the syncing process.
4. Bulk Data Sync 
Sync all data of the WooCommerce object. Select the object and related feed to start sending your existing data over Zoho CRM.
5. Date Range For Bulk Data Sync 
Easily bulk sync data within a custom date range by selecting your desired start (From Date) and end (To Date) dates.
6. Instant Sync 
The instant sync feature, if enabled, synchronizes your WooCommerce data to Zoho CRM instantly. (This depends on the event you select in your feed settings.
7. Two-Way Sync for Products Stock Quantity and Orders 
This feature allows you to sync the product stock quantity and sales order status from Zoho CRM to WooCommerce. Whenever a Product’s stock or an Order’s status is changed in the Zoho CRM, it will sync and reflect over your WooCommerce store as well.
8. Two-Way Deletion for Simple and Variable Products 
If you move a simple or a variable product to the trash in your WooCommerce store, it becomes inactive in Zoho CRM. Likewise, if a product is marked inactive in Zoho CRM, it gets moved to the trash in WooCommerce. The same goes for restoration if you restore a product from the trash the product will be reactive in Zoho CRM and vice versa. The product will be completely deleted if you delete it from Zoho CRM or WooCommerce
Note: Product will not be deleted in Zoho CRM if it’s already included in an Order.
9. Two Way Product Syncing 
With two-way syncing, any changes made to products in WooCommerce by admins will also be updated in Zoho CRM. Similarly, if a new product is created manually in Zoho CRM, it will automatically appear in WooCommerce and Vice Versa
10. Sync User Browser info and IP address 
You can create fields in the contact feed and map them to Zoho CRM to Sync the User’s IP address and Browser info. This can help enhance tracking and segmentation capabilities for personalized engagement and analysis.
11. Background Sync 
With the background sync feature on, you can sync your existing data in the background over Zoho CRM every 5 minutes using the Bulk Sync feature. This feature helps you when you don’t want to initially sync the data while setting up the integration with Zoho CRM.
12. Abandoned Cart Synchronization 
A new tab has been added that allows you to sync your guests and logged-in users’ abandoned cart data with Zoho CRM. You can enable or disable this feature as needed, set the cart abandonment time, delete abandoned cart data from your store after a specified period, and store the data in an HTML-encoded format. 
Note: An abandoned cart feed will be created automatically when you set up the plugin, including all the respective fields.
13. Multi-Currency Support 
With multi-currency support, you can activate the multi-currency setting in Zoho. Once enabled, a new currency field will appear in your sales order feed from here you can sync orders in multiple currencies.
<h3>Comprehensive Logging</h3>
The Log tab shows you a complete overview of all your WooCommerce data that was successfully synced to Zoho CRM or failed to sync.
1. Enable/Disable Logging 
You can enable/disable sync logging at your convenience using this Zoho WooCommerce integration plugin. Along with that, you can also set the time you want to store logs. The logs will automatically be deleted after the set number of days.
2. Sync Log Section 
The Sync Log section displays details like Feed, WooCommerce Object Woo Object ID, Zoho Object, and more. All these details make it easy to identify & resolve errors that occur in synchronization.
3. Zoho Data Log 
The Zoho Data log displays the details whenever a Product’s Stock or Sales Order is updated over Zoho CRM and it is synchronized in WooCommerce (provided the respective options are enabled in the settings tab).
4. Woo Sync Logging 
You can easily enable or disable your log creation for the WooCommerce-based synced data over your Zoho CRM. Once you want to check your synchronized WooCommerce data over Zoho CRM for your log maintenance, you can utilize the data from here.
<h3>Mapping</h3>

1. Assign Leads to Campaign 
Sync your leads and contacts with Zoho CRM campaigns to simplify targeting and improve campaign tracking. 

2. Assign Owner to Module 
Assign and sync data with the module owner in Zoho CRM for better organization and ownership clarity. 

3. Sequential Events For Feeds 
With the Zoho CRM Integration plugin, you can create sequential events that trigger based on your defined feeds. For example, if you setup a sequential event “After Default Deals Feed” and link it to the Default Sales Feed, the Default Sales Feed will automatically sync right after the Default Deals Feed is synced
4. Send the Total Amount Spent by Users 
Create feeds for Contacts and Orders Zoho objects and map fields to capture the total of completed orders by any customer and send it over to Zoho CRM. This will help you keep track of the conversion history of users.
5. Update Product Stock When The Order is Synced. 
Zoho CRM integration will automatically update the product stock when the order is synced. If any user has purchased a product from the shop, the total quantity of the product will be reduced and automatically get synced to the Zoho CRM.
6. Send Product Tags to Zoho Products 
The Woo Zoho CRM integration plugin allows you to map fields for syncing product tag data from your WooCommerce store to your Zoho CRM products. So, any product tags you create in WooCommerce are sent to the Products object in Zoho.
7. Sync User Roles (Customer) 
The Zoho WooCommerce Integration plugin syncs WordPress user roles that are assigned by website administrators. For efficient Website management, it is important to have individuals oversee specific sections using the special privileges provided by the admin.
8. Sync Coupon Details 
Zoho CRM integration allows you to sync coupon details like Coupon Amount, Coupon Type, and Coupon Code. Syncing coupon details enhances your customer relationship management by tracking discounts effectively.
9. Sync Coupon Discounts in line Items 
You can enable the Discount line item settings to show the coupon amount details parallel to each line item. Otherwise discount will sync in parallel to the total and subtotal fields.
10. Sync Order Notes by Users 
Woo Zoho Integration makes it easy to send Order Notes to Zoho CRM that are mentioned by customers while placing the order.  This helps keep all the important info in one place, so businesses can give better service without wasting time typing stuff in manually. 

11. Sync Tax Details On inline items 
Woo Zoho Integration allows you to sync Tax details on in line items through product mapping. This could be beneficial in ensuring accurate tax reporting and compliance.
 

Note : Tax will only sync on in line items and it will be associated with the Product, so firstly we have to do mapping of tax setup in the product feed and then sync the product. After that tax will be synced along with the product and will reflect in sales order line items. 

10. Sync Coupon Discount in Both (In line items and Subtotal field) 
WooCommerce Zoho integration gives you the option to activate the “Sync Coupon Discount in Both” setting, which will display the coupon discount information in both, inline items as well as parallel to the subtotal field.
<h3>Conditional Filters</h3>
Applying conditional filters on the feeds will make sure that the data will sync over Zoho CRM only if the set conditions are met. 
You can select the fields and type of condition and then add the values to determine your condition. Also, you can add multiple AND OR filters in your condition.
<h3>ZOHO CRM Integration Compatibilities</h3>
1. Contact Form 7 
You can sync CF7 form submission data over to Zoho CRM. The integration is established after installing and activating the Contact Form 7 plugin. You can tailor your form fields to get the desired responses. Also, you can map your custom fields and connect them with Zoho objects.
2. WooCommerce Subscriptions 
Our WooCommerce Zoho CRM integration solution is compatible with WooCommerce Subscriptions. The compatibility easily transfers subscription order details from your WooCommerce store to Zoho CRM.
3. WooCommerce Memberships 
The WooCommerce CRM Zoho Integration plugin integrates smoothly with the WooCommerce Membership plugin. Users can create custom feeds and map membership data to field value options, including membership plan ID, user ID, creation time & date, membership status, detailed product information, and more.
Plus, we’ve introduced the “membership saved” event, which users can utilize to trigger feeds for syncing key order details.
4. WooCommerce HPOS 
CRM Integration for ZOHO is compatible with WooCommerce HPOS. It uses WooCommerce CRUD design to store order data in custom order tables to ensure the smooth workflow of your WooCommerce store when your order volume is high.
5. Coupon Referral Program 
Our Zoho CRM integration plugin is Compatible with the coupon referral program, this compatibility allows you to sync referral coupons created via CRP plugin.
<h2>Benefits of Our WooCommerce Zoho Integration</h2>
<h3>1. Hassle-free setup and interface</h3>
This Woo Zoho CRM Plugin is easy to set up. You don’t need to be a tech nerd to install and use it in your WooCommerce store.
<h3>2. Quick and easy data sync </h3>
Sync all your WooCommerce data to Zoho CRM in no time. You can synchronize your existing and upcoming WooCommerce data to Zoho quickly. 
<h3>3. Auto Update the Deleted Feed Data</h3>
The plugin’s Reset Zoho Feed ID metabox settings simplify syncing and updating data, even if changes were unintentionally made. It ensures smooth data feed synchronization. 
<h3>4. Save time you waste solving complex errors </h3>
The Zoho integration with the WooCommerce plugin provides a detailed error log report that helps you identify the cause of errors. It cuts the time you spend finding and correcting errors. 
<h3>5. Get Full Control Over Your Data</h3>
With the Woo CRM Zoho Integration plugin, you gain full control over mapping fields, order statuses, events, and more. Dictate what data syncs over CRM for each object.
<h2>Support</h2>
Visit <a href="https://woocommerce.com/document/crm-integration-for-zoho/" target="_blank" rel="noopener">CRM Integration For Zoho Documentation</a> to learn more about the features and working of the plugin. If you need support or have questions, kindly <a href="https://woocommerce.com/my-account/create-a-ticket/" target="_blank" rel="noopener">submit your query</a>.

CRM Integration For Zoho

Connect your WooCommerce store with Zoho CRM to sync your data over Zoho for smoother management with Zoho CRM integration.

Keap Integration vs CRM Integration For Zoho