CRM in Cloud for WooCommerce – Premium
Create companies in CRM in Cloud
With this option, if the user has filled in the company field in WordPress, for example by making a purchase, with the export to CRM in the Cloud not only the contact will be created or updated, but also the company.
Export the user orders
All user’s WooCommerce orders can be exported to CRM in the Cloud as opportunities.
If a company connected to the user is also present, the same opportunities will also be added to the company for easier consultation.
Keep contacts in sync
By activating the synchronization options, whenever you make a change to a user on your WordPress site, the respective contact in the CRM in the Cloud will also be updated, keeping the same contents on both platforms.
Export all your products and related categories
You can choose to transfer only the products of one or more specific categories to CRM in the Cloud, or to synchronize your
entire product catalog.
In the CRM you will have all the information of each single item with name, description, category and VAT rate applied, as well as the image.
Keep products up to date
By activating the dedicated options, you can keep the products synchronized between your WooCommerce store and
CRM in Cloud.
Whenever you change a price or, for example, the description of a product or category on your WordPress site, it will also be updated in real time on the CRM, in order to have content
always consistent on the two platforms.
New content will also be synchronized immediately.
Tax fields for electronic invoicing
You can set the tax fields to be displayed on the checkout page, also based on the type of customers your business caters to.
You will thus be able to collect the user data necessary for issuing invoices and tax receipts, data that will obviously be saved in the CRM in the Cloud.
Export new orders in real time
Each new WooCommerce order will be automatically exported to CRM in the Cloud as an opportunity, creating or updating the contact if already present, as well as the company associated with it.
You can also decide whether to create a single opportunity for each product of the order.
Delete all data in a click
You can delete all contacts in CRM in Cloud with the related opportunities and, if desired, the companies connected to them by activating the dedicated option.
Same thing can be done with products.
Check the activities in progress
CRM in Cloud for WooCommerce uses Action Scheduler, a solid library that every month processes millions of payments for Subscriptions, webhooks for WooCommerce, as well as emails and other events for a range of other plugins.
By sending thousands of users with related companies and opportunities, you can always check the transfer status by going to WooCommerce / Status / Scheduled Actions.
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