Magento 2
Verified by FreshworksCheck your Lead/Contact orders from your Magento 2 store directly inside the CRM.
Published by effy(about almost 2 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Magento 2 app for the CRM gives you an extra edge towards your eCommerce Leads and Contacts by sharing their existing Orders directly inside the CRM, which helps you make better sales-driven decisions and recognize the potential of your customers.
Note: Works only for Magento 2.x versions.
On every Contact and conversation CRM page, you're able to view their recent orders and specific order details to help gain more info about the connections.
Key features:
- List orders from all Magento stores in your account
- Filter Orders by Stores and Time
- Get details for each order inside the CRM
Additional features with conversation:
- Search order by order id.
- Refund/Cancel order based on its status.
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To access Magento customer details in the CRM:
On Magento:
A new integration needs to be created inside the Magento Admin dashboard.
Steps:
1. Log in to Admin and click System > Integrations to display the Integrations page.
2. Click Add New Integration to display the New Integration page.
3. Enter a unique name for the integration in the Name field. Then enter your admin password in the Your Password field. Leave all other fields blank.
4. Click the API tab. Select "Custom" in resource access. Select "Sales", "Catalog", "Customers" and "Stores" from the resources tree.
4. Click Save to save your changes and return to the Integrations page.
5. Click the Activate link in the grid that corresponds to the newly-created integration.
6. Click Allow for allowing access to presented resources.
7. You'll be presented with API tokens. Copy "Access Token" into the clipboard.
On the CRM:
Steps:
1. Go to Admin Section (from left sidebar)
2. Select Apps --> Magento.
3. Click on Install
4. In the app configuration page, enter the Shop Name and URL
5. Paste the Access Token, Store URL & the CRM API key (available under Profile Settings > API Settings, accessible from top right menu) into their relevant fields.
6. Click on Enable
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