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Organic food online store connects Shopify to Zoho CRM to follow up on abandoned carts
A Shopify store selling organic food connected seven Zoho apps so social, chat and abandoned-cart leads reach telecallers, and orders and invoices go out from the CRM.
The store sells healthy and organic food in India on Shopify. Telecallers turn Facebook and website leads into orders.
The problem
Missed leads
Interested social media users and abandoned-cart shoppers were not captured.
Manual work
Follow-up emails, sales orders and invoices were handled one by one.
No feedback or reports
Telecaller and sales performance was hard to see.
What we built
Zoho CRM and Zoho Flow
- Abandoned carts synced from Shopify as leads
- Tasks for telecallers and automated welcome and thank-you emails
Zoho SalesIQ
- Website chat that captures name and phone as a lead
Zoho Books and Zoho Inventory
- Sales orders and invoices sent from the customer record
Zoho Survey and Zoho Analytics
- Customer feedback and dashboards for sales and telecallers
Before and after
| Area | Before | After |
|---|---|---|
| Abandoned carts | Unused | Synced as leads |
| Website visitors | Anonymous | Captured by chat |
| Orders and invoices | One by one | From the CRM |
| Feedback | Not collected | Zoho Survey |
How the project ran
- Discovery: lead sources and telecaller process mapped
- CRM setup: leads, tasks, emails and reports
- Integrations: Shopify via Zoho Flow, plus SalesIQ, Books, Inventory and Survey
- Testing and training: cart sync, chat and billing tested
- Go-live: daily sales moved onto the connected setup
Results
Telecallers follow up from a clear task list, customers receive timely emails, and managers see team performance on dashboards.
Questions about this project
Can Zoho CRM connect to Shopify?
Yes. In this project Zoho Flow sends Shopify data, including abandoned carts, to Zoho CRM.
Can invoices be sent from Zoho CRM?
Yes, with Zoho Books and Zoho Inventory connected.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.