We connect sales pipeline data in your system to Zoho CRM.

Zoho CRM is a popular choice for sales teams in growing businesses, but orders, stock and service often live in a separate system. Connecting them lets a deal move from the CRM into an order without anyone re-typing it, and lets salespeople see what happened after the sale.

What we build with it

  • Lead and contact sync
  • Deal stage tracking
  • Converting a won deal into an order

How it works

  1. We map Zoho CRM modules and fields — leads, contacts, accounts and deals — to records in your system.
  2. New enquiries from your system can be created as leads in Zoho CRM.
  3. When a deal is closed as won, the system creates the customer and order from the deal's details.
  4. Order, invoice and payment status are written back to the account in Zoho CRM.

Data exchanged

  • Lead, contact and account records
  • Deal stage and value
  • Notes and activity

What is needed to set it up

  • A Zoho CRM account
  • OAuth authorisation
  • Module and field mapping

Good to know

  • Zoho CRM allocates API credits per day based on your edition and number of licences, which sets how much can be synced.
  • Zoho runs separate regional data centres, and the connection must use the one your account belongs to.
  • If you also use Zoho Books, we check which Zoho connections already exist to avoid syncing the same data twice.