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1. Automatic Customer Sync
✔ Purchaser info from WooCommerce is sent directly to Zoho CRM and Zoho Books
✔ If the contact/account doesn’t exist, we create it
✔ If it already exists, we simply attach the Sales Order or Invoice
2. Smart Lead Conversion
✔ If an order matches an existing CRM lead (by email), we auto-convert that lead into a Contact & Account
✔ Then we sync the order data to Zoho Books and Inventory
3. Order & Sales Workflow Automation
✔ Sales Orders in Zoho Books and CRM are tagged with source type (Direct Sales, Phone Order, Drop Ship)
✔ All WooCommerce orders are automatically labeled as “Direct Sales” for clean segmentation
4. Real-Time Inventory Management
✔ Zoho Inventory is already connected—when an item sells, inventory levels are automatically updated
✔ Eliminate stock discrepancies and overselling
5. Full Data Synchronization
✔ Sync all customer fields, line items, discounts, taxes, and more
✔ Gain 100% visibility into every order and every customer
6. Historical Order Migration
✔ We also migrate all your past WooCommerce orders into Zoho Books and Inventory
✔ Note: This may take a few days if your store has a large history due to Zoho’s daily API limits
Real Results from our Clients
This was one of the best investment I made in making my business more efficient. What I really appreciated was how honest they were throughout the process on how many hours my project would take. I never felt oversold, they were extremely transparent, professional, and easy to work with. Highly recommend!! Would give 10 stars if possible.
I absolutely recommend Mark and his team. I have been working with technology consultants for several decades and I have never found one that I would rate 100% - which is PERFECTION.To me that is unrealistic.That probably says more about what Mark has to deal with in us as a client than it does about what we have to contend with in Mark as our ZohoCRM Expert.
We interviewed MANY Zoho product consulting firms before settling on BoostedCRM for our development and integration work. I don't think you will find one with better knowledge of the Zoho product suite than BoostedCRM.
Working with the Boosted team changed our company. They transformed how we work and we've become so much more efficient as a result. The team is always responsive, helpful and lovely to work with. Thank you for all your continued help Boosted!
Frequently Asked Questions
Yes, our integration supports all current versions of WooCommerce.
Absolutely, you can map and customize the data fields to suit your business needs.
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Boosted CRM - Copyright © 2013 - 2025. All Rights Reserved.