CRM is a system designed to simplify the way company manages its interactions with customers. CRMs are often utilized in marketing, customer services, sales, and technical support and involve using different technologies for organizing, synchronizing, and automating all the aforementioned activities. As for the Magento 2 CRM integration, it is possible with the aid of Magento 2 extensions described in this post. Appropriate Magento 1 extensions are gathered here: Customer relationship management (CRM) Magento integration.
There are two ways to perform the Magento 2 CRM integration. Both are based on using third-party extensions, but they represent a slightly different approach to the realization of the same idea. At the same time, you can do everything manually if you have enough programming skills. Nobody guarantees a success, but you can always try.
As for the first approach to the Magento 2 CRM integration, it allows integrating your Magento 2 website with any CRM system with the help of our Improved Import & Export extension. The second approach is based on other third-party modules, the enable Magento 2 CRM integration via a special connector. Let’s compare both approaches before describing any Magento 2 CRM extensions.
Our module – the Improved Import Export Magento 2 extension – has several significant benefits over competitors. Of course, it doesn’t provide the desired integration out of the box, but you can easily configure it in accordance with any necessary platform. If you purchase a connector, it is linked to a single CRM system only. Therefore, it is impossible to use it for the integration with other third-party platforms.
Since Improved Import & Export covers multiple areas of usage, you get multiple connectors in one. The extension allows integrating your store to any accounting system, SAP solution, ERP service, PIM platform, or anything else. And there is no need to pay for each extra integration!
In order to simplify integration, we introduced flexible import presets (more and more will be available soon). Apply the preset, and the Improved Import/Export module will automatically move the desired data in a custom format to your e-commerce store.
If the necessary preset is absent, use mapping. Thus, you can create two-way synchronization between your website and the CRM system. And you can rely on the API connection instead of the default file exchange. Contact us to get the feature.
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Improved Import & Export Magento 2 Extension
Before describing any third-party Magento 2 CRM extensions, let’s tell a few words about the Improved Import & Export Magento 2 module. Its core features are listed below:
- Seamless integration with any third-party platform without programming skills;
- Support for three file types: CSV, XML, and TXT; more formats will be added;
- Mapping for files with custom data structure on import and export;
- Mapping presets on import;
- Fully automated Import/export cron jobs. Asynchronous run from admin or via CLI;
- Export filters;
- Default values for import and export;
- Categories import;
- Attributes and attribute values import;
- Orders export with documentation;
- FTP, SFTP, URL, Dropbox as import/export sources;
- Support for all types of products;
- Average import speed: 3000 products per minute.
The video below illustrates the extension’s functionality in more details:
For any further information, follow this link:
There are a bunch of Magento 2 CRM integration extension by Magenest already available for merchants. They provide seamless integration with Vtiger, SugarCRM, Zoho CRM, and Salesforce CRM.
Vtiger CRM integration Magento 2 extension provides you with the ability to track customer purchasing process starting from their search. Besides, it adds features that revamp the way you propose related products and run email marketing campaigns.
And with this extension you can easily connect your ecommerce store to SugarCRM. This Magento CRM integration module will synchronize all sales data from Magento 2 in SugarCRM.
Another powerful extension by Magenest introduced in our list is Zoho CRM Integration. It syncs your Magento 2 store, sale, and customer data with Zoho CRM. Thus, you can easily share customer, product, order, invoice, and promotion information between two systems with this CRM integration Magento 2 module.
In its turn Salesforce CRM Integration by Magenest delivers such benefits as consistent data flow across two systems, advanced targeted marketing, revamped customer experience, reduced costs related to labor, operations, and coordination, communication in real time, and multichannel marketing capabilities.