Hi there,
We are launching a new ecommerce website next month and I want to use Zoho CRM to be our central hub of customer data with a range of Saas tools populating the profiles. I plan to use Zapier to integrate most of the tools and am in the process of working out exactly what information I can import into Zoho.
I can find answers to some of the questions quite easily (and have indicated these with a
YES! after) but other of the other actions I want to create are still grey areas, indicated by
???. If anyone has the time and experience of doing something similar, I would be
SO GRATEFUL if you could just indicate after each action whether it is possible or not.
Magento
- Each time a new customer creates an account and makes a sale, both the account name/email and the details of the transaction are added to Zoho
YES!
- Each time an existing contact (imported through Mailchimp for instance) makes a sale, it populates the existing profile
???
- Each time a customer requests and exchange or refund, it updates the profile
???
- Importing the sales data from magento also allows you to see the product and quantity
???
Mailchimp
- Create a contact when someone creates a website login
(YES!)
- Update that profile with each newsletter they receive
???
- Stats for that particular user open rate, location etc
???
- Update the profile when the user unsubcribes
(YES)
Zendesk
- create a new contact when a new potential customer interacts with customer support
(YES)
- update the customer profile, created from a different Saas integration, with details of new tickets
???
- update when exchanges occur with our customer support
???
- update when our user and csr interact over zendesk chat
???
There are a few other Saas tools that I plan to use but these are the main ones that I require to get a full view of the customer.
Thank you soooo much in advance if you can answer any of the above questions.
Clare