Custom software that works with Zoho CRM
Zoho CRM is good value and very configurable, which also means it often ends up half set up. A focused connection gets the important data into it reliably, without anyone babysitting it.
Discuss your projectJobs a Zoho CRM connection can take off your plate
- Website and quote-tool enquiries create Zoho leads, assigned to the right person
- Converted leads trigger the next step in your own app, like a booking or a portal login
- Customer activity in your app is logged against the Zoho contact
- Reports combine Zoho pipeline figures with job or invoice data
These are examples of what's possible. Your project starts with how your business works, not this list.
How it connects
Zoho CRM has a REST API for leads, contacts, accounts and deals, connected through OAuth that you authorise in Zoho. Workflow rules in Zoho can call out to your app when records change.
Good to know
- Zoho limits how many API calls you get per day by edition. Normal lead volumes are well inside it, and this is checked up front.
- Your Zoho data centre (Australian accounts use zoho.com.au) is set correctly from the start.
Often connected alongside
Quotes become invoices, and paid invoices move the job along on their own.
Microsoft 365Work-account sign-in, Outlook calendars, Teams alerts and SharePoint files, from one app.
StripeDeposits, card payments and recurring billing built into your own booking or portal.
WordPressYour WordPress site's forms connected to your CRM, with every lead followed up automatically.
MailchimpCustomers and leads added to the right Mailchimp audience and tags automatically.
ServiceM8Website enquiries, quotes and job updates flowing in and out of ServiceM8.
ZapierWhen Zapier is enough, when it isn't, and how to make what you've built reliable.
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