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AutoSyncPress CRMBridge Sync for Zoho CRM

开发者 autosyncpress
更新时间 2026年9月16日 23:21
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

leads zoho zoho crm woocommerce zoho crm sync

下载

1.0.1

详情介绍:

CRMBridge connects WordPress and WooCommerce to Zoho CRM. Customers become contacts, orders become deals with the right stage and amount, and enquiries become leads — automatically, in the background, and fully logged. AutoSyncPress and CRMBridge are not affiliated with Zoho Corporation. Zoho and Zoho CRM are trademarks of Zoho Corporation. WooCommerce is optional. If you run a store, CRMBridge syncs orders and customers. If you don't, it still captures registrations, enquiries and blog commenters as leads. Most sites that want people in a CRM are not stores, so the plugin does not pretend otherwise. It does not create duplicate contacts Duplicates happen when an integration searches Zoho for the customer's email and creates a contact if it doesn't find one. Two background jobs can both finish that search before either finishes writing — so both create, and the same person ends up in your CRM twice. CRMBridge never does this. It uses Zoho's own upsert with duplicate checking, so the match happens inside Zoho, under Zoho's lock. One contact comes out, every time — even if the competing writer is a Zoho form, another site, or a person typing. It tells you what your Zoho API allowance is costing Zoho CRM does not bill API usage in requests. It bills in credits, against a hard daily ceiling — 5,000 a day on Zoho's own Free edition of CRM. When you hit it, every call fails for the rest of the day, and from the outside that looks exactly like "the plugin stopped working" with nothing to explain it. CRMBridge shows you this. The Health screen displays credits used against your ceiling. Background syncing slows down at 80% and pauses at 95%, resuming automatically at midnight UTC — and syncing one order by hand always works, even then. It is also cheaper by design: matching a customer with an upsert costs a twentieth of what searching and then creating does. It tells you what will break before you turn it on Deal stage is a picklist, and Zoho rejects any value that is not in your Deals layout. The moment your team renames a stage — and most teams do — every order fails with a validation error that names the field and not the reason. The Pre-flight screen checks your configured stages against your real Zoho sales process and names any that do not exist, alongside what your org actually has. It also flags orders with no billing email, and custom fields that are not on your layout. Everything else What it sends where

安装:

  1. Install and activate the plugin.
  2. In the Zoho API Console, create a Server-based Application. Set the redirect URI to the one shown on the CRMBridge Connection screen.
  3. Paste the Client ID and Client Secret into CRMBridge → Connection, choose the data centre your Zoho account is in, and authorise.
  4. Choose what syncs under CRMBridge → Settings.
  5. Run CRMBridge → Pre-flight and fix anything it reports.
  6. Turn off test mode.

屏幕截图:

  • Pre-flight, naming the deal stages that do not exist in your Zoho org.
  • Settings — order statuses, deal stages, and what becomes a contact or a lead.
  • The sync log, with the outcome and duration of every call.
  • The Zoho CRM panel on the order screen, with one-click re-sync.

常见问题:

Is this an official Zoho plugin?

No. This is an independent, third-party plugin developed by AutoSyncPress. It is not developed, endorsed by, affiliated with, or officially connected to Zoho Corporation in any way. "Zoho" and "Zoho CRM" are trademarks of Zoho Corporation. "WooCommerce" is a trademark of Automattic Inc.

Do I need WooCommerce?

No. Orders and deals need WooCommerce, but contacts and lead capture work on any WordPress site.

Will it create duplicate contacts?

No. Contacts and leads are matched on email address inside Zoho itself, using Zoho's upsert with duplicate checking, so the same person is never filed twice.

Why did syncing slow down or pause?

Your Zoho API credit budget for the day is nearly spent. The Health screen shows exactly how much has been used. Syncing resumes at midnight UTC, and you can always sync an individual order by hand in the meantime.

Zoho rejected my orders with an error about Stage. Why?

Your Zoho org uses different deal stage names from the defaults. Run the Pre-flight screen — it lists the stages your org actually has, and you can set them on the Settings screen.

Does it send anything anywhere other than my own Zoho account?

No. CRMBridge talks to your Zoho organisation and nothing else. There is no analytics, no phone-home, and no third-party service.

Is the inbound notification endpoint secure?

It is off by default, and while it is off no endpoint is registered at all. When you turn it on, be aware that Zoho CRM does not cryptographically sign its notifications — it echoes back a token you set. CRMBridge compares that token in constant time and rejects replayed requests, but this is authentication by shared secret, not by signature. We would rather say so than imply a guarantee that does not exist.

Can I get my data out if I uninstall?

Deleting the plugin keeps your data by default, so reinstalling does not re-create every deal. There is an opt-in setting to remove everything instead.

更新日志:

1.0.1 1.0.0