Integrate with e-commerce Solutions - Online Help | Zoho Campaigns

Integrate with E-commerce Solutions

Zoho Commerce

Integrate Zoho Campaigns with Zoho Commerce to sync your store data and automate customer engagement campaigns from a single platform.
Zoho Commerce is an e-commerce platform that helps businesses create and manage online stores. By integrating it with Zoho Campaigns, you can sync customers, products, and order details to create targeted campaigns and automate follow-up communication.

Features 

  1. Sync customers, products, orders, and store details from Zoho Commerce into Zoho Campaigns.
  2. Create targeted email campaigns based on customer purchase behaviour and engagement.
  3. Segment customers using order activity, purchase history, and cart interactions.
  4. Automate follow-up emails, promotional campaigns, and customer journeys.
  5. Monitor and manage sync activities directly from Zoho Campaigns.
  6. Maintain updated customer and store information across both platforms.

 Prerequisites

  1. You must have an active Zoho Commerce account. If you have multiple active accounts, only a single account can be selected for integration.
  2. You must be the organization administrator in both Zoho Campaigns and Zoho Commerce to perform the sync.

Integrate with Zoho Commerce   

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select Zoho Commerce under Zoho Apps and click Connect

  4. A pop up appears to integrate and create a new sync.

  5. After linking the account by choosing an organization to sync with Zoho Campaigns, proceed to the next step of configuring the sync. Fill in the details of the sync:

    1. Select the Workspace under it.

    2. Select the list you want to sync with (optional).

    3. Choose a topic for the imports if required (optional).

  6. Now, Map the fields from Zoho Commerce to Zoho Campaigns

  7. Click Save.

  8. Upon integrating, your online store and the data in it (customers, products, store domain, currency used) will be connected and synced with Campaigns.

What happens if I deny my Zoho Commerce account Integration?       

If you deny this integration,

  1. Store data will no longer be in sync with Zoho Campaigns.
  2. Any scheduled email campaign of e-commerce type will not be sent.
  3. Active/draft automations with e-commerce triggers will not function any longer.

 To disconnect integration with Zoho Commerce:    

  1. Click Settings icon in the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Under connected apps, Select Zoho Commerce.

  4. Click the Disconnect option after clicking the three dots in the right.

  5. A pop appears informing about the effect of disconnecting.

  6. Click Proceed in the confirmation popup.

Notes

 Post Integration 

  • You can always go back and edit the Sync configuration details and Field Mapping on the Edit icon available in respective tabs.

  • You can also view the Sync History which logs all the actions related to this integration including Total Records, Added, Updated, Skipped contacts.   

Shopify  

Integrate Shopify with Zoho Campaigns to sync your store data and automate customer engagement campaigns based on shopping activity.

Shopify is an e-commerce platform used to create and manage online stores. By integrating Shopify with Zoho Campaigns, you can sync store data and use it for customer communication and campaign management.

 Features

  1. Sync customer, product, and order information from Shopify into Zoho Campaigns.
  2. Segment contacts using shopping behaviour, order details, and engagement data.
  3. Create personalized email campaigns based on customer activity and purchase history.
  4. Automate cart recovery emails, promotional campaigns, and follow-up workflows.
  5. Monitor sync activity and manage integration settings directly from Zoho Campaigns.
  6. Keep customer information updated automatically between Shopify and Zoho Campaigns.

Prerequisites

  1. You must have an active Shopify account. If you have multiple active accounts, only a single account can be selected for integration.
  2. You must be the organization administrator in Zoho Marketing Campaigns to perform the sync.

 Integrate with Shopify:   

  1. Click Settings icon on the top-right corner of the screen.

  2. Choose Apps under Integration.

  3. Select Shopify under e-commerce Apps and click Connect

  4. A pop up appears to integrate and create a new sync.

  5. First, connect your Shopify store by entering your Shopify store URL and associated client information, Which includes:
    Shopify store URL
    Client ID
    Client Secret

  6. Click Connect & Next.

  7. Now, fill in the details of the sync by:
    1. Select the list you want to sync with (optional).
    2. Choose a topic for the imports if required (optional). 

  8. Now, Map the fields from Shopify to Zoho Campaigns

  9. Click Save.

  10. Upon integrating, your online store and the data in it (customers, products, store domain, currency used) will be connected and synced with Campaigns)

Notes
Note:
Zoho Campaigns will automatically map the fields of your contacts already available in Shopify. Once you have set up the sync, you can view the fields that have been mapped.
Any new contacts added in Shopify after the integration will sync real-time to Zoho Campaigns by default.

What happens if I deny my Shopify account integration?  

If you deny/change Shopify integration

  1. The contacts in your Shopify account will not be imported.

  2. Shopify campaigns in the draft cannot be sent, but campaigns that are scheduled or in progress or in testing will be sent as usual.

  3. Recipients who have purchased your products won't be tracked.

  4. e-commerce reports and the summary of your campaigns won't be generated.

To disconnect integration with Shopify applications:      

  1. Click the Settings icon in the top-right corner of the screen.
  2. Choose Apps under Integration.
  3. Select Shopify under Connected Apps.
  4. Click the Disconnect option after clicking the three dots in the right.
  5. A pop appears informing about the effect of disconnecting.
  6. Click Proceed in the confirmation popup. 

Post Integration 

  • You can always go back and edit the Sync configuration details and Field Mapping on the Edit icon available in respective tabs.

  • You can also view the Sync History which logs all the actions related to this integration including Total Records, Added, Updated, Skipped contacts.  

Creating a new custom or private app via Dev Dashboard    

To create and install a private app for your Shopify store, please follow the steps below:

  1. Login to Shopify using https://admin.shopify.com/ and access your store.

  2. Access the Dev Dashboard either using the URL https://dev.shopify.com/ or, by accessing Settings at the bottom-left of your store -> click Apps from the left side menu -> click the Develop apps button at the top-right -> click the Build apps in Dev Dashboard button.

  3. In the dashboard, click the Create app button at the top-right.


  4. Under the Start from Dev Dashboard section, provide a name for your app. The name should be a maximum of 30 characters.

  5. Click Create once done.


  6. In the page that appears, you'll be prompted to create a version in the Versions section.


  7. In this Versions page, provide the URL of your app in the App URLs field under the URL section and choose the Webhooks API Version as 2025-10.


  8. Under the Access section, you must choose the API scopes that the app needs. Scopes are nothing but the permissions that the app should have.


  9. You have to use the scopes below:

    read_products
    read_orders
    read_content
    read_customers
    read_script_tags
    write_script_tags
    read_price_rules
    read_discounts
    read_all_orders

    There are two ways you can use to select the scopes:
    a. Click the Select Scopes option at the top-right of the Scopes field. Upon clicking, a window will appear.



    You can place the cursor inside the search box to find the above-mentioned scopes.



    Select them using the checkbox present before each scope. Once you've selected, click the Done button.



    b. Type or copy the above-mentioned scopes inside the Scopes field separated by commas. You need to separate them by commas if there are more than one scope.


  1. If needed, you can specify information under the POS and App proxy sections.

  2. Click the Release button present at the top-right or bottom-right of the page.

  3. In the window that appears, you can specify the version name and message (optional) and click the Release button or directly click it to create the app.

  4. You should be able to see the latest version in the Versions page.


  5. Now, you need to install the app on your merchant store. To do that, click the Home option in the left-side menu of the dashboard and click the Install App button at the top-right.

  6. In a new tab that appears, you should select the store in which the app needs to be installed.

  7. In the next page that appears, review the permissions and click Install.


  8. The app will be installed and appear in the left side menu of your store.

 

 How does Zoho Campaigns get impacted?    

Due to this change, there will be one minor impact when it comes to the Zoho Campaigns – Shopify integration. Previously, When you integrate Shopify, along with the Shopify store URL, you'll be asked for the API information such as:
1. API Key
2. API Secret
3. API Access Token
But hereafter, you'll only be asked for the Client ID and Client Secret, along with the Shopify Store URL which remains the same.

 To access the Client ID and Secret: 

  • Access the private or custom app you created in the Dev Dashboard by using the URL https://dev.shopify.com/ and clicking the app or, by accessing Settings at the bottom-left of your store -> click Apps from the left side menu -> click the Develop apps button at the top-right -> click the Build apps in Dev Dashboard button -> click the app in the dashboard page.

  • After accessing the app, click the Settings option to access the Client ID and Secret. Click the notepad button beside each to copy the data.


  • Paste them in the respective fields, one after the other, in Zoho Campaigns and proceed with the integration process.

WooCommerce 

Zoho Campaigns plugin for WordPress enables you to monitor the activities and interactions on your web pages and posts, evaluate their performance using the web assistant tracking code, and allow your visitors to sign up for your mailing lists with the embedded sign up forms.

Seamlessly transfer your WooCommerce store data to Campaigns with simple integration methods. Start sending targeted emails and automate your e-commerce activities with the help of Zoho Campaigns after you connect your WooCommerce store.

Understand how to easily integrate your WooCommerce account with the Zoho Campaigns plugin for Wordpress. 

Prerequisites

  1. You must have an active wordpress website in order to perform the integration.
  2. You must be the organization administrator in both Zoho Campaigns and WooCommerce to perform the sync.

 How to install Zoho Campaigns plugin for WordPress?   

  1. In your WordPress admin panel, go to Plugins and click Add New.

  2. Search for Zoho Campaigns plugin in WordPress.

  3. Click the Install Now button to activate the plugin.

  4. Navigate to Installed Plugins and click Activate. 

Connecting your Zoho Campaigns Account with Wordpress  

First, You need to connect your Zoho Campaigns account to wordpress in order to access any of its features and functions.

  1. First, click on the Connect button to initiate integration.

  2. Enter your Zoho Campaigns account credentials and review the terms and permissions. When done, click accept.

  3. Now the account will have been integrated with the wordpress account and you can now access and use any of the following features as shown in the image.

Connect WooCommerce with Zoho Campaigns

Connect your WooCommerce store with Zoho Campaigns and completely automate your e-commerce activities.

  1. In the WordPress admin panel, go to e-commerce.

  2. Click Connect store.

  3. Authenticate the integration.

  4. Select a mailing list to be associated with the store and click Associate List.

  5. After you associate a list, your store's orders, products, customers and other details will be synced with Zoho Campaigns.

  6. Once the store is connected, take a look at all the features supported by Zoho Campaigns for your WooCommerce store, as well as some Opt-in settings that can be modified as per your preferences.

  7. Click Open Zoho Campaigns to access the e-commerce solutions.

Notes
Note:
if the marketing box is checked after selecting a list, all existing contacts will be marked as Marketing contacts regardless of their previous status during the sync. Any contacts added after that will not be automatically marked as marketing contacts, unless they choose to opt in for marketing at a later stage. Learn more .