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Magento CRM Integration: What You Need To Know

Girinath A
May 11, 2023 |
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Getting to know prospective and existing customers can help you strategize your marketing efforts and deliver personalized experiences throughout the customer journey. However, storing, managing, and segregating all this data can get cumbersome. This is where integrating your ecommerce platform into CRM or a customer relationship management system can give you the right data at your fingertips. 

In this article, we will cover all you need to know about Magento CRM integration. Also take a look at our detailed article about Magento System integrator Magneto POS integration Magento erp integration

What Does It Mean to Integrate Your Magento Store and CRM

Integration involves syncing different business systems to for automated data flow and easier management. Integrating your ecommerce store and CRM tool offers multiple advantages for improving both operations as well as customer experience.

It allows businesses a comprehensive view of all customer interactions, including website browsing, product views, and sales, along with order and customer data. This data can then be used to improve marketing campaigns, personalize customer experiences, and equip teams to offer customer service that will encourage them to buy again.

Recommended read: Setting up a CRM ERP Integration

Analyzing the Need for Magento CRM Integration

Here are some of the most common reasons why you may need to consider Magento integration solutions

Finding it difficult to deliver better customer support and experience 

With integrated business processes, you can seamlessly track shipping, handle inventory, and enable customers to easily access their order history. 

Receiving negative reviews

Slow and inefficient order processing is leaving your customers unhappy and making them choose other businesses, jeopardizing customer satisfaction levels. 

Experiencing scalability issues 

A higher degree of automation can free up time to allow your team to focus on value-addition tasks. 

Facing issues with replicating customer data 

The integration will enable your CRM tool to automatically push updates or cancellations into Magento, eliminating manual errors and saving time.  

Data entry is getting expensive 

Hiring additional resources for manual data entry can be a costly affair and not an ideal business investment. 

Updating inventory is becoming cumbersome 

If your inventory record is not updated in real-time, you can face out-of-stock situations and issues with product returns. 

4 Ways to Integrate Your Magento Store with CRM Software

Let us discuss some of the ways to go about Magento CRM integration. 

Build your own code  

For this approach, you would need technical expertise to write technical codes that enable Magento and your CRM system to communicate with each other. However, this can be cumbersome and time-consuming and many businesses lack such extensive IT expertise. 

Utilize APIs 

You can also use application programming interfaces (APIs) to integrate CRM with the Magento storefront. Although they are cost-effective, easily available, and easy to use, there are limitations when it comes to the unique needs of each business. 

The Magento Marketplace offers many third-party CRM integration extensions for Zoho, Zendesk, Salesforce, etc. with installation and/or licensing fees. 

Top Magento CRM Integration Platforms 

When choosing a CRM solution, outline your business needs and learning curve, For instance, if you are a start-up and have no referral program or huge social media presence, social CRM features may be a strict requirement or your team may need email marketing capabilities but not invoicing tools. So narrow down your choices based on your needs. 

Some of the widely used platforms include Microsoft Dynamics CRM, Salesforce CRM, Zoho CRM, SugarCRM, Agile CRM, Freshsales CRM, Pipedrive, and Hubspot CRM. 

Here are some examples:

CRM Magento 2 integration options 
Hubspot CRMMagento 2 Data Sync app from Hubspot
HubSpot + Magento 2.X integration from Zapier
Magento CRM Integration from Meetanshi
Zendesk CRMMagento 2 Zendesk Connector extension from Wagento
CreativeMagento CRM Integration from Meetanshi
Magento 2.X + Zendesk Integration from Zapier
Zoho CRMMagento 2 Zoho CRM extension from Meetanshi
Salesforce CRMSalesforce CRM Integration module from Magenest
Magento & Salesforce integration for Sales Cloud from Salesforce
Magento CRM Integration from Meetanshi
Salesforce + Magento 2.X integration from Zapier

Opt for an Integration platform as a service (iPaaS)

This third-party tool facilitates data sharing between systems and is now one of the most common solutions for e-commerce CRM integration. IPaaS supports real-time data integration not only between e-commerce platforms and CRM but also a plethora of other applications including ERP (enterprise resource planning), PIM (product information management), and others. Here’s a look at some of its advanced features and benefits.

  • Cloud-based
  • Deployable across multiple environments 
  • Easy to connect and use
  • Builds limitless connections between on-premise and/or cloud-based applications, etc.
  • Drives automation
  • Creates and manages APIs
  • Ensures a single source of truth 

Use Cases of A Magento CRM Integration

Promotion and marketing 

You can run effective and customized marketing campaigns based on the behavior of your customers. For instance, you can have selected ones enroll automatically in a referral program or shoot out emails with product recommendations or special offers to new customers or leads. Such promotions can shorten your sales cycle. 

Improving team performance 

The sales team can access customized analytics dashboards to get useful business insights. You can build sales process workflows, improving their response at each stage. Plus, with an integrated system in place, information can be stored automatically from social media channels and websites to allow the sales team to do timely follow-ups and get improved visibility on the sales pipeline. 

Enhancing customer experience

You can increase customer engagement across preferred channels and mediums. Since all data and metadata will be stored in a centralized location, you will have all information about every customer to offer excellent customer service related to the order, shipping, returns, etc.


When you have complete viability on your customers, you can make informed decisions. For instance, knowing about their buying habits, preferred payment methods, etc. can give you insights on which products to discontinue or restock. Additionally, combining sales forecasts with inventory data can support inventory predictions based on turnover, sales targets, and order numbers. 

Reducing losses

A CRM tool gives you insights into every step of the customer journey, even if it includes abandoned chats on the website. You can also track the pain points of your shoppers—in case you notice your email open rate is low or your product page has a high bounce rate, you can identify reasons to make improvements, reducing losses and costs. 

Email marketing

Having an understanding of your customers can help you serve them better. For instance, if a customer left you a not-so-positive review, you can reach out to them through email to resolve the issue or run email campaigns to promote certain time-sensitive products. This robust communication system can also help improve customer relationships. 

Choosing a Reliable Magento CRM Integration Solution

If you are struggling to choose an integration solution, consider the following checklist. 

  • Enables data flow between Magento and CRM environment
  • Eliminates the need for building or developing individual connectors between the two systems
  • Takes data from one location and connects with multiple systems 
  • Allows upgrades/changes in Magento and CRM software when required
  • Improves the accuracy and speed of the existing processes
  • Builds confidence and customer loyalty and helps create returning customers    

Magento (Adobe Commerce): An Overview 

Magento (which is now Adobe Commerce) utilizes artificial intelligence (AI) and data-sharing to deliver B2B and B2C commerce experiences from a single platform. Plus, it offers flexibility and scalability with third-party integrations and extensions for e-commerce customization. Here are some features that make it a preferred choice for e-commerce platforms among businesses.

  • Option for on-premise and cloud hosting
  • Multiple brands, sites, and digital channels management
  • Omnichannel fulfillment options 
  • AI-driven product recommendations 
  • Self-service and customized promotions 
  • Free Amazon Sales Channel extension

CRM Explained

CRM is all about managing customer interactions throughout the customer life cycle. It encompasses technologies, strategies, and practices that a company may use to improve relations with customers and boost sales. 

A CRM software or system is a centralized database that stores the complete history of customer-related information and interactions for easier access and analysis. It helps you create comprehensive profiles of your leads that include data on their demographics, browsing patterns, purchasing history or habits, preferred way of communication, etc. 

Your Search for Magento CRM Integration Solution Ends with DCKAP Integrator

DCKAP Integrator is an industry-leading, cloud-based integration solution. Capable of establishing limitless connections, it ensures robust data integration without much hassle. Pre-built templates and workflows and drag-and-drop functionality make DCKAP Integrator quick to deploy and easy to use.

Explore our success stories and get in touch with us today to learn more about how DCKAP Integrator can streamline your Magento CRM Integration! 

Girinath A

Girinath is a Senior Business Analyst with vast experience in Integrations of SaaS products across various platforms such as ERP, eCommerce, CRM, and other customer solutions. He also plays a role as a Solution Consultant showcasing the Product features to the prospects and providing solutions to the B2B customers based on their Business requirements. He acts as a liaison among the stakeholders and ensures the customers achieve the desired results. In his free time, he enjoys playing cricket, traveling to interesting places, taking part in adventure sports, and tour vlogging.

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