Zoho CRM | Zoho CRM - App Integrations Comunidad

• QuickBooks Extension for Zoho CRM - Advanced Features -2025

  Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set

• Voip Phone system that integrates with Zoho

  Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

• 📞 Call + 💬 WhatsApp + 📲 SMS in Zoho CRM – All in One Place!

  We’re excited to introduce HelloSend, a powerful communication extension for Zoho CRM that brings SMS, WhatsApp, and Voice Calling directly into your CRM workspace. Whether you're in sales, support, or service delivery, HelloSend helps you connect with

• AI secretary

  In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694

• Zoho standard and Zoiper

  Can I use the Standard Version and Zoiper ?

• Intended workflow for estimates, received POs, etc.

  In every sales organization I've been, the flow of information has followed the same path: RFQ received from customer Quote sent to customer PO received from customer Sales Order created internally (work begins) Invoice sent to customer Payment received

• Integration of Zero Accounting to Zoho CRM

  Hello, do you support integration of zero to crm Thanks Job

• INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th

  Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article

• Force Sync Contact/Account from CRM to Books

  Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially

• Zoho <-> D-Tools integration

  Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that

• Best Power Dialer for Zoho?

  We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have

• Integrating Phone System

  Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates with

• Bulk updating records in CRM based on FORM responses

  Hello all! We want to automate our contact details update form so that the following process can be achieved, in this order: Industry Contact receives email Email contains 8 designations in which their contact details are to be updated User submits form

• Shopify to Zoho CRM Extension- Developed based on Customer Feedback

  Struggling to manage Shopify customers and orders in Zoho CRM? Wouldn't it be great if your Shopify store and Zoho CRM shared customers and their order data seamlessly? This is exactly what the new Shopify to Zoho CRM extension can do for you. This extension

• BigCommerce Extension for Zoho CRM - New Extension Released

  Are you tired of spending hours copying and pasting data between your BigCommerce store and Zoho CRM? Imagine the possibilities if you could ditch the manual work and focus on what really matters - building relationships and increasing sales! ➡️Here's

• Zoho CRM + Infor Syteline

  Looking for possible solutions/successes in connecting Zoho with Infor, the CRM and ERP (Syteline), systems our company currently uses. Thanks for any input.

• Download Statement from Zoho Books and upload to Zoho CRM

  Hi everybody! I don't know who needs to know this, but if you do, then here it is. This code: Searches for Contact in Books based on the Account ID in CRM Download the statement of account of the Contact in Books Upload as an attachment in Account record

• Skyslope to ZOHO

  Hey there! I am hitting a road block when it comes to integrations. Skyslope tells me that ZOHO is not an approved platform for them to integrate. Which, sure not a problem. But I know there have been several people I have known that say the connected

• Log Call + make Billable option

  Hi we are running CRM with Project. We use Projects´ Timesheet function primarily. There is an option in the CRM module to Log A Call and also to make it Billable. However there appears to be no relation to Timesheets so I don´t see how this feature is supposed to be used....

• Recommendation in Zoho CRM & Products : Inventory?

  Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" based

• CRM and Forms integration, using lookup fields on subforms

  Hello! Here we go! On Zoho CRM I have 2 modules: Trailers and Forms. My trailers are identified with a field called "Trailer Number". The Forms module has 2 subforms, both connected to Zoho forms, where: 1st, my customers can drop up to 4 rows of contact

• Multiple CRM contacts mapping to a single account in Books

  Hi, I'm looking for some advice re mapping CRM to Books. I initially started using Books, but have now added CRM after subscribing to Zoho One, so I initially set things up based around Books. This is now not working how I need it. For background, I'm

• Best/Cheap Telephony integration in ZohoCRM? (United States)

  For customers who have telephony integrated into their ZohoCRM, can you recommend a telephony company to our small 3-person US-based company? Is there a company that ZohoCRM is designed to work best with? One that doesn't cost an arm and a leg to use

• Integration of AD

  We are in need to enabled the below points in Zoho CRM, - Automatic Synchronization of Outlook Contacts to Leads in ZOHO CRM. - Integration of Active Directory to automatically create and manage ZOHO CRM user accounts.

• Zoho CRM WhatsApp Integration

  As businesses increasingly rely on digital communication channels to interact with their customers, it has become essential for companies to integrate their Customer Relationship Management (CRM) systems with popular messaging platforms like WhatsApp.

• Zoho CRM & QuickBooks Online Integration

  Hi all, Please try an in-depth integration of Zoho CRM & QuickBooks Online here: https://www.pipemonk.com/integrate/zoho/quickbooks-online Bi-directional sync of Invoice, Quote, Purchase-Order etc. Thanks | Rakesh

• Enhanced Zoho CRM Tasks to Zoho Connect functionality?

  Has there been any progress in making Zoho Connect style Tasks available for Zoho CRM? Is there a way to create a task in Zoho Connect and link it to a record with in the CRM? Our team's internal workflows use Zoho Connect very heavily for task based

• Cannot connect Zoho CRM nor Zoho Desk on Zapier

  Hello, we are facing issues connecting our Zoho account to Zapier, Everything was working fine and suddenly they disconnected and we cant reconnect them. We go through the sign up procedure and accept permissions on Zapier and when the window closes nothing

• Syncing recurring meetings from Zoho Calendar to the CRM calendar

  I just spent hours with support to find out that I can not create a recurring meeting in Zoho calendar and have it sync back to the CRM. And there is no way to create a recurring meeting on the CRM calendar! How is the possible? This is a function I use

• Mailchimp Sync to CRM

  Hi, After having numerous issues with Zoho Campaigns and going backwards and forwards with support and getting no where, during this time we have been exploring Mailchimp as an alternative option and we have found we are not getting the issues that we

• Medical equipment service scenario for Zoho CRM and Books

  Hey, I'm creating a system in zoho crm but there's a confusion in the flow how It can be developed into the zoho crm. We provide a medical equipment service. Every time a client need a product so we've to get first prescription from the doctor when the

• Gantt chart solution for Zoho CRM?

  Hi We manage events. We have Zoho CRM that holds details about our customers and events. But we need a solution where we can collaborate with customers on the events; setting times, tasks etc We're thinking a gannt interface is probably the way to go.

• View tasks created in Zoho CRM in "Assigned to me" section of Zoho Mail tasks

  Hello,  Is there a way to view tasks created in Zoho CRM in "Assigned to me" section of Zoho mail? We can now see them in "Unified view" under Zoho CRM section, but there is no filter for a person to see only his/her tasks. And instead organization-wide

• Need help sending images to Zoho CRM sent from Typeform using Zapier

  Hi everyone. I have been struggling to integrate images submitted by users who complete a Typeform via Zapier. Right now Zapier is sending all text-based responses completed on Typeform to Zoho CRM, however, it does not send or recognise the images uploaded

• Zoho CRM/Books Integration is Terrible

  The integration between Zoho CRM and Zoho books is terrible.  You can create a quote in the CRM, but can only "convert" the quote to in invoice in the CRM invoice module.  To actually get it into Zoho Books, you have to create a new Quote in a different

• XERO API - Certified Application.

  As a Xero Gold Partner and a Zoho Implementation Partner, it was only logical that we implemented our own Xero API.  We've been using this for our clients and our own business for a few years, and during that time our Director and Accountant as expanded

• HubSpot to Zoho -OR- Zoho to HubSpot

  I'm wondering if anyone has any opinions on whether it's better to setup the integration in HubSpot or setup the integration in Zoho?

• Which account having Installation Instructions for VonageConnect for Zoho ?

  Hi, We need one clarification for integrating the VonageConnect with Zoho CRM. The follwing Installation Instruction is given by our Zoho CRM, Open the installation instructions email and keep the Confirmation Code handy for later. Click on the Google Chrome Store link under Step #2. https://chrome.google.com/webstore/detail/ppoplnnbacplnbaooniphmeljfmgipfh We need clarification on 1st Instruction(Yellow Mark). Which account having the installation instructions email? Where Consirmation Code is available?

• 6 Reasons to Integrate QuickBooks with Zoho

  Managing finances is one of the most essential and complicated functionalities of a business. It is only with superior financial health that a business can grow. Unfortunately, hiring a finance specialist or an accountant can be costly for many companies.

• With Microsoft Disabling Legacy/Basic authentication methods in 2022, are there any solutions on the roadmap?

  In October 2022, Microsoft will be disabling basic Authentication Methods. Their latest article about this can be found here: https://techcommunity.microsoft.com/t5/exchange-team-blog/basic-authentication-and-exchange-online-september-2021-update/ba-p/2772210

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• Announcements

• Introducing Zia's integration with OpenAI for Zoho CRM

  The integration was earlier available only in the US DC. It has now been extended to the EU, IN, and AU DCs. Hello all, We are delighted to announce the release of Zia's integration with OpenAI for Zoho CRM. This integration incorporates the power of

• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• Zoho CRM for QuickBooks

  Hello! We are happy to announce the integration of QuickBooks with Zoho CRM. Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks. Here are some of the key features of this integration: Transfer data (contacts, quotes, products, vendors, sales orders, and invoices) between Zoho CRM and QuickBooks Import all the data from QuickBooks to Zoho CRM Export all or selected records from Zoho CRM to QuickBooks Synchronize contact and vendor

• Advanced CRM Analytics, Powered by Zoho Reports

  Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences.   Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.

• Partner Offers from April to June 2021

  Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers.  Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM

• Most Discussed Topics

• WorkDrive and CRM not in sync

  1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

• Sticky Posts

• Free Webinar - Digital signatures for digital contract management with Zoho CRM

  Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming

• New User Interface for your Email integration in Zoho CRM

  Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,

• Fetching leads from Zoho CRM into Zoho Creator, automatically

  I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically

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