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How it works

CONNECT

Login in to your account and set up the integration under Settings.

SYNC

Once the set up is done, sync your Contacts and Items.

ACCESS

Login to your Zoho CRM account and enable the modules you require, under Setup.

What an integrated platform means for your business

Double data entry is ancient history

Record a sales transaction in Zoho Books and watch the integration automatically update it in Zoho CRM as well. No need to re-enter the transaction.

Inventory information from within Zoho CRM

Fetch details like order contents, shipments in progress, and outstanding balances under each account in Zoho CRM with the Zoho Inventory integration.

Report. Analyze. Optimize.

With the Zoho Expense-Zoho CRM integration, use the data about how much you have spent on each deal to form new spending patterns that will help you acquire new customers.

A 360-degree view of your customers

Use the Zoho Invoice-Zoho CRM integration to get your customers' order history, buying trends, and more, all in one place.

Complete subscriber overview

Get an accurate breakdown of your customers' activities and keep track of their subscription activities inside Zoho CRM. Forget manually tracking subscription dates or renewals.

Let your sales and finance teams collaborate better than ever.

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