CRM
Zoho CRM Integration
Zynk's Zoho CRM integration moves records between the Zoho CRM system and the accounting, ERP and ecommerce systems around it. Accounts, contacts, deals and custom module records export from Zoho, while invoices, orders and products import back in. It suits sales and finance teams running Zoho CRM alongside Sage, Xero, Shopify or Magento who want one view of each customer.
Capabilities may differ depending on the product.
Benefits
Why businesses connect Zoho CRM
New customers set up once
When a deal is won, the account and contact export from Zoho CRM and are created in your accounting system. Finance doesn't retype customer details, and both systems hold the same name and address.
Invoices visible to sales
Invoices from Sage, Xero or your ERP import into Zoho CRM, either into the Invoices module or a custom module. Account managers can see what a customer has been billed without asking finance.
Web purchases beside every deal
Orders and customers from Shopify or Magento import into Zoho CRM, so the people who manage accounts see web purchases next to the calls, emails and deals already logged there.
Standard and custom modules alike
The connector reads and writes any Zoho CRM module, standard or custom. Filters choose which records export, and each run can pick up only the records created or changed since the previous one.
Updates without duplicates
Imports update an existing record when they find a match, using its Zoho ID or the module's duplicate check field, such as email for contacts, and create a new record only when nothing matches.
Your Zoho automation still runs
Imported records can trigger Zoho CRM workflow rules, approvals and blueprints, so the follow-up tasks and alerts your team relies on fire for data arriving from other systems too.
Capabilities
What you can do with Zoho CRM
Every task the Zynk Zoho CRM connector can run, grouped by the direction data moves.
Import into Zoho CRM
Data Zynk writes into Zoho CRM
1 task
- Records → into Zoho CRM
Export out of Zoho CRM
Data Zynk reads out of Zoho CRM
1 task
- Records → out of Zoho CRM
Need something that isn't listed?
Most Zoho CRM projects include at least one custom step. Our team builds it for you.
The problem
Why integrate Zoho CRM?
Zoho CRM holds the sales story, but orders, invoices and payments are recorded elsewhere. When the systems aren't connected, sales teams work without knowing what customers owe or have bought online, and finance rekeys every new customer the sales team signs.
Without integration
- Won deals emailed to finance so customer accounts can be set up
- Account managers calling finance to check what has been invoiced
- Web orders invisible to the sales team
- Duplicate contacts created by every manual CSV import
- Product lists in Zoho that differ from the ERP
With Zynk
- Accounts and contacts export to the ledger when deals close
- Invoices import into Zoho CRM from accounting
- Shopify and Magento orders import into Zoho CRM
- Imports match existing records before creating new ones
- Products import into Zoho CRM from the system that owns them
How it works
How the Zoho CRM integration works
Step 1: Authorise Zoho CRM
Zynk connects to Zoho CRM through an authorised connection and to your accounting, ERP or ecommerce system. API calls count towards your Zoho CRM edition's daily allowance, so batch sizes are planned with that in mind.
Step 2: Choose modules and fields
Pick the modules involved, such as Accounts, Contacts, Deals, Products or a custom module, and map their fields, including picklist values, to the matching records in the other system.
Step 3: Set filters and matching
Filters decide which records leave Zoho, for example deals that have reached a closed won stage. Matching rules decide whether incoming records update existing entries or create new ones.
Step 4: Run and review
Workflows run on a schedule, exporting only new or changed records each time. Successful and failed records are written to separate files, so problems are easy to find and resend.
Integrations
What can you connect to Zoho CRM?
Example use cases for Zoho CRM integration
Zoho CRM and Sage 50 UK
Create customer records in Sage 50 from Zoho CRM accounts and bring Sage 50 invoices back into Zoho, so account managers see what each customer has been billed.
Zoho CRM and Sage 200
Send new accounts and won business from Zoho CRM into Sage 200 as customers and sales orders, and import Sage 200 stock records into Zoho as products.
Zoho CRM and Xero
Create Xero contacts from Zoho CRM accounts, and import Xero invoices and payments into Zoho CRM for a fuller picture of each customer's relationship with you.
Zoho CRM and Shopify
Import Shopify customers and orders into Zoho CRM, so the sales team sees online buying history alongside deals, notes and activities.
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Read more →Zoho CRM integration FAQs
Which Sage products can Zoho CRM connect to?
How do I connect Zoho CRM to Xero for invoices and contacts?
Which Zoho CRM modules can Zynk work with?
Will Zynk create duplicate records in Zoho CRM?
Does Zoho CRM offer an API that Zynk connects to?
Will Shopify web orders show up in Zoho CRM?
Can imported records trigger Zoho CRM workflows?
See what Zynk can automate for your Zoho CRM setup
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