<ul class="wccom-tick-list-primary">
<li>Streamlined Sales Management: Everything you need to manage B2B sales agents and track sales is in one place, boosting efficiency.</li>
<li>Performance Insights: Gain complete visibility with dashboards for tracking commissions, sales, and agent productivity.</li>
<li>Flexible Commission Structures: Easily set global, category, or per-product commissions to suit your strategy.</li>
<li>Enhanced Communication: Keep communication between commission agents and admins for a cohesive team experience.</li>
</ul>
<hr />
Sales Agent for WooCommerce is the ultimate WooCommerce extension for managing and empowering your sales team in one seamless platform! This all-in-one system is designed to streamline sales agent management, track customers, automatically calculate commissions for sales agents, and boost revenue effortlessly. Perfect for WooCommerce store owners looking to supercharge their sales operations, this B2B sales commission plugin brings everything your team needs in one powerful tool!
<h2>Features</h2>
<h3>Sales Agent WooCommerce Dashboards</h3>
<img class="size-full wp-image-18734004430173 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/sales_agent_dashboards.webp" alt="Sales Agent Dashboards Feature" width="980" height="602" />
Empower each agent with a dedicated dashboard! Here, agents can add new customers, check notifications, view commission stats, and place orders on behalf of customers. The dashboard also provides access to performance insights and order tracking.
<h3>Global Commission Structure</h3>
<img class="size-full wp-image-18734004430181 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/global_commission_structure.webp" alt="Global Commission Structure Feature" width="980" height="602" />
Effortlessly set up a global commission structure that works across agents, allowing admins to create, assign, and edit commission percentages to ensure fair payouts.
<h3>Generate Affiliate Links</h3>
<img class="size-full wp-image-18734004430186 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/generate_affiliate_links.webp" alt="Generate Affiliate Links Feature" width="980" height="602" />
Boost visibility and sales with affiliate links tailored for agents. Each agent can generate unique links for:
<ul>
<li>User Registration: Encourage new customers to join with custom registration links.</li>
<li>Shop Link: Let agents share shop links and earn commissions on orders made through them.</li>
<li>Product Link Generator: Generate links for specific products, where agents receive a commission if a sale is completed using their referral link.</li>
</ul>
<h3>Instant Messaging for Admins, Agents, and Customers</h3>
<img class="size-full wp-image-18734004430325 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/instant_messaging_for_admins_agents.webp" alt="Instant Messaging for Admins and Agents Feature" width="980" height="602" />
Facilitate real-time communication with the Instant Messaging feature. Both admins and agents can stay updated with quick, convenient conversations directly through the platform.
<img class="alignnone size-full wp-image-18734004898137" src="https://woocommerce.com/wp-content/uploads/2021/05/intercommunication_between_agent_customer.webp" alt="Instant Messaging Between Agent & Customer" width="980" height="602" />
Enhance collaboration with built-in messaging! Agents and customers can now communicate directly through the message tab, improving support and sales efficiency.
<h3>Agent Levels</h3>
<img class="aligncenter size-full wp-image-18734005721593" src="https://woocommerce.com/wp-content/uploads/2021/05/agent_levels.webp" alt="Sales Agent Levels" width="980" height="602" />
Easily set up multiple agent levels with custom commission rates for products or categories. Reward performance with dynamic commission structures, and boost motivation through automatic level upgrades when agents hit their sales targets.
<h3>Commission Payout Options</h3>
<img class="size-full wp-image-18734004430331 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/commission_payout_options.webp" alt="Commission Payout Options Feature" width="980" height="602" />
Choose flexible commission payout options like PayPal or Bank Transfer, ensuring agents receive timely, secure payments for their efforts.
<h3>Customer-Based Commission</h3>
<img class="aligncenter size-full wp-image-18734005721600" src="https://woocommerce.com/wp-content/uploads/2021/05/customer_based_commission.webp" alt="Customer Based Commissions " width="980" height="602" />
Assign unique commission rates to sales agents for individual customers, giving you full flexibility to incentivize VIP clients and manage key relationships strategically.
<h3>Announcements to Sales Agents</h3>
<img class="size-full wp-image-18734004430334 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/announcements_to_sales_agents.webp" alt="Announcements to Sales Agents Feature" width="980" height="602" />
Admins can keep agents informed through announcement messages. Set messages to display on the announcements page, with options to filter by date, bulk actions, and a search bar for easy navigation.
<h3>Assign Agents to Commission Categories</h3>
<img class="size-full wp-image-18734004430342 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/assign_agents_to_commission_categories.webp" alt="Assign Agents to Commission Categories Feature" width="980" height="602" />
Customize commission rates by assigning agents to different commission categories. Each category can have unique commission percentages based on performance, product type, or strategy.
<h3>Set Commission for Sales Agents on Specific Products</h3>
<img class="size-full wp-image-18734004430349 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/set_commission_for_specific_products.webp" alt="Set Commission for Specific Products Feature" width="980" height="602" />
Admins have the power to set fixed or percentage-based commission rates for specific products, providing targeted incentives and control over high-demand items.
<h3>Comprehensive Performance Dashboard for Admins</h3>
<img class="size-full wp-image-18734004430355 aligncenter" src="https://woocommerce.com/wp-content/uploads/2021/05/comprehensive_performance_dashboard_for_admins.webp" alt="Comprehensive Performance Dashboard for Admins Feature" width="980" height="602" />
Track the full scope of agent activity with a monthly performance summary for created customers, sales orders, paid commissions, and more. Admins can manage agent profiles, adjust commission statuses, and stay in full control of sales operations.
<h3>Bulk Assign Customers to Sales Agent</h3>
Streamline your customer management with bulk assignment! Admins can now assign up to 100 customers to a sales agent at once, directly from the agent’s Edit Profile screen. No more visiting individual customer profiles one by one — simply select the customers you need, hit Update, and the assignments are saved instantly to the agent’s Customer Table.
<h3>Bulk Actions on Customers</h3>
Take control of customer management at scale with powerful bulk actions! From the customer table within any agent profile, admins can select multiple customers and choose from available bulk actions:
<ul>
<li style="font-weight: 400">Bulk Unassign: Remove selected customers from the agent in a single click, keeping your assignments clean and up to date.</li>
<li style="font-weight: 400">Assign Bulk Commission: Open a handy pop-up to set a commission percentage for multiple customers at once, saving time and ensuring consistency across your sales team.</li>
</ul>
<h2>How to Get Started</h2>
<ol>
<li>Buy Sales Agent for WooCommerce.</li>
<li>Download and install the extension.</li>
<li>You can find the installation guide <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/#section-2">here</a>.</li>
</ol>
Read the <a href="https://woocommerce.com/document/sales-agent-for-woocommerce/">technical documentation</a> to set up Sales Agent for WooCommerce and build a successful B2B sales commission system.
<h3>Let’s turn your sales team into a revenue-boosting powerhouse!</h3>
This sales agent tool is the complete solution to simplify sales agent management, optimize sales commissions, and drive growth for your business.

Sales Agent

Manage sales agents, automatically calculate sales commissions and keep track of customers and data.

<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.

Sales Agent vs CRM Integration For Zoho