Zoho CRM x Shopify Orders Integration

To configure Zapier, you must have an account with access to the Shopify and Zoho CRM apps.

Create a new Zap and perform the following setup:

Shopify

Choose App & Event

• Search and find Shopify and select it.
• Select the New Order event.
  • Click Continue

Choose Account

• Pick the correct account, or create a new one.
  • Click Continue

Find Data

• Click Test Trigger to get test results.
  • Click Continue

Formatter

Choose App & Event

• Search and find Formatter by Zapier and select it.
• Select the Utilities event.
  • Click Continue

Customize Utilities

• Under Transform select Line-item to Text.
• In the Input, type and insert the following exactly how it is shown below (items in square brackets are Zapier fields):
  • Item:[1. Line Items Name]??Quantity:[1. Line Items Quantity]??SKU:[1. Line Items Sku]??Price:[1. Line Items Price]
• In the Separator field insert: &&
• Click Continue
• Click Test & Continue

Zoho CRM

Choose App & Event

• Search and find Zoho CRM and select it.
• Select the Create/Update Module Entry event.
  • Click Continue

Choose Account

• Pick the correct account, or create a new one.
  • Click Continue

Customize Module Entry

• Map the corresponding fields in Zapier to Zoho CRM fields:
• • Module → Shopify Orders
  • Layout → Standard
  • Trigger → Workflow
  • Duplicate Check Fields → Order Number
  • CustomModule Name → [1. Name] for [1. Billing Address First Name] [1. Billing Address Last Name]
  • Order Date → {{zap_meta_human_now}}
  • Status URL → [1. Order Status URL]
  • Order Number → [1. Order Number]
  • Line Items → [2. Output Text]
  • First Name → [1. Billing Address First Name]
  • Last Name → [1. Billing Address Last Name]
  • Email → [1. Email]
  • Phone → [1. Billing Address Phone]
  • Discount → [1. Total Discounts]
  • Subtotal → [1. Subtotal Price]
  • Tax → [1. Total Tax]
  • Total → [1. Total Price]
  • Currency → [1. Presentment Currency]
  • Address Line 1 → [1. Billing Address Address1]
  • Adress Line 2 → [1. Billing Address Address2]
  • City → [1. Billing Address City]
  • State → [1. Billing Address Province]
  • Country → [1. Billing Address Country]
  • Postal Code → [1. Billing Address Zip]
• Click Continue
• Click Test & Continue. This will create a new module entry.
• When satisfied with the results, turn on your Zap.