When a customer is created in WooCommerce, create a lead in Zoho CRM.
WooCommerce Zoho CRM

When a customer is created in WooCommerce, create a lead in Zoho CRM.

Yoom's WooCommerce &  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!

■Overview

By using the workflow "Create a lead in Zoho CRM when a customer is created in WooCommerce," customer information in WooCommerce is automatically transferred to Zoho CRM.
This eliminates the need for manual data migration and improves efficiency.

■Recommended for

  • Those who operate an online store using WooCommerce
  • Those who want to quickly manage new customer information
  • Those who want to centrally manage customer data and conduct sales activities efficiently
  • Those who want to reduce the hassle of manually entering customer information and prevent errors
  • Those who manage leads using Zoho CRM
  • Those who want to speed up the sales process in Zoho CRM
  • Those who want to improve operational efficiency by integrating their e-commerce site with a CRM system

■Benefits of using this template

By integrating WooCommerce with Zoho CRM, managing customer information becomes smoother.
When a customer is created in WooCommerce, a lead is automatically recorded in Zoho CRM, eliminating the need for manual entry.
This reduces input errors and improves the accuracy of customer information.

Furthermore, it enables quick responses, which can increase customer satisfaction.
Information sharing among team members becomes easier, strengthening the overall team collaboration.
As a result, you can expect improved operational efficiency and productivity.

Here are some Similar Templates!
WooCommerce
Meta Ads (Facebook)
Add leads registered through Meta Ads (Facebook) to WooCommerce as well.
This is a business workflow that automatically adds leads registered through Meta Ads (Facebook) to WooCommerce. It eliminates the hassle of manual input, ensuring data accuracy and enabling prompt customer response.
WooCommerce
Square
Add customer information created in WooCommerce to Square as well.
This is a business workflow that automatically adds customer information registered in WooCommerce to Square. By automating the addition of customer information from WooCommerce to Square, you can reduce manual processing time.
WooCommerce
Microsoft Excel
Add to Microsoft Excel when an order is placed in WooCommerce.
This is a flow to add orders to Microsoft Excel when an order occurs in WooCommerce. If you are conducting analysis based on Microsoft Excel data, data integration becomes speedy, allowing you to efficiently proceed with your tasks.
WooCommerce
Notion
Add to Notion when an order is placed in WooCommerce
This is a flow to add orders to Notion when they occur in WooCommerce. By automating the data integration to Notion, it is possible to prevent human errors caused by manual work and manage data accurately.
WooCommerce
Rakuraku Sales
Add to Rakuraku Sales when an order is placed in WooCommerce.
This is a flow to add orders to RakuRaku Sales when an order occurs in WooCommerce. By automating the data linkage to RakuRaku Sales, manual work is eliminated, and the accuracy of data management is increased, making sales reports and analysis tasks smoother.
WooCommerce
LINE Official Account
Notify on LINE when a customer is created in WooCommerce.
This is a business workflow that automatically sends notifications to LINE when a new customer registers on WooCommerce. This allows you to keep track of customer information in real-time and reduce manual tasks.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
WooCommerce
WooCommerce
Templates using

This is a business workflow that automatically adds leads registered through Meta Ads (Facebook) to WooCommerce. It eliminates the hassle of manual input, ensuring data accuracy and enabling prompt customer response.

This is a business workflow that automatically adds customer information registered in WooCommerce to Square. By automating the addition of customer information from WooCommerce to Square, you can reduce manual processing time.

This is a flow to add orders to Microsoft Excel when an order occurs in WooCommerce. If you are conducting analysis based on Microsoft Excel data, data integration becomes speedy, allowing you to efficiently proceed with your tasks.
Zoho CRM
Zoho CRM
Templates using

This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.

When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍

When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
About the apps you use
WooCommerce
Yoom allows you to integrate with WooCommerce's API without any code, enabling you to automate WooCommerce operations via the API. For example, you can add order information generated in WooCommerce to Google Sheets or register and update product information managed by other services in WooCommerce.
see details
Templates

This is a business workflow that automatically adds leads registered through Meta Ads (Facebook) to WooCommerce. It eliminates the hassle of manual input, ensuring data accuracy and enabling prompt customer response.

This is a business workflow that automatically adds customer information registered in WooCommerce to Square. By automating the addition of customer information from WooCommerce to Square, you can reduce manual processing time.

This is a flow to add orders to Microsoft Excel when an order occurs in WooCommerce. If you are conducting analysis based on Microsoft Excel data, data integration becomes speedy, allowing you to efficiently proceed with your tasks.
Zoho CRM
At Yoom, you can utilize the Zoho CRM API without any coding. For example, you can retrieve information from Zoho via the API and integrate it with other SaaS platforms or create documents. Additionally, you can sync Zoho's account and deal information with Yoom's database for various purposes.
see details
Templates

This is a flow for registering leads in Zoho CRM from signature information in emails received in Outlook. By using this flow, there is no need for manual data entry, leading to improved work efficiency. It reduces working time, thereby contributing to increased productivity.

When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍

When a lead is registered in Zoho CRM, this flow adds it to a Google Spreadsheet. Automatic information synchronization enables smooth follow-ups. Additionally, centralizing lead information management allows for more efficient sales activities and marketing.
Templates
No items found.
Related apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a customer is created
    When a customer is updated
    When a customer is deleted
    When a product is created
    When a product is updated
    When a product is deleted
    When an order is created
    When an order is updated
    When an order is deleted
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Create Customer
    Get Customer Information
    Update Customer
    Delete Customer
    Create Order
    Get Order
    Update Order
    Delete Order
    Search Customer
    Search Order
    Create Product
    Retrieve Product
    Update Product
    Delete Product
    Search Product
    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
Flowbot triggers
    When a customer is created
    When a customer is updated
    When a customer is deleted
    When a product is created
    When a product is updated
    When a product is deleted
    When an order is created
    When an order is updated
    When an order is deleted
Flowbot operations
    Create Customer
    Get Customer Information
    Update Customer
    Delete Customer
    Create Order
    Get Order
    Update Order
    Delete Order
    Search Customer
    Search Order
    Create Product
    Retrieve Product
    Update Product
    Delete Product
    Search Product
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
    When a Contact is Updated (Polling Trigger)
Flowbot operations
    Get List of Lead IDs
    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get Account ID List
    Get Account Details
    Create Account
    Update Account
    Search Accounts
    Update Lead Custom Fields
    Update Account Custom Fields
    Get Deal IDs
    Get Deal Details
    Create Deal
    Update Deal Details
    Search Deals
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get Lead Attachment Details
    Download Lead Attachment
    Retrieve Account Attachment Details
    Download Account Attachment
    Get Deal Attachment Information
    Download Deal Attachment
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Info
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Retrieve Field Metadata for a Specific Module
    Create a Record in a Custom Module
    Search Records in a Custom Module
    Update a Record in a Custom Module
    Delete a Record from a Custom Module
    Get a specific record from a custom module
    Search Calls
    Get Call Details
    Search Webhooks
    Get Contact IDs
Work Smarter 
with Yoom
Get started in
30 sec!
Try for free now!