Zoho Systems supported

Zoho CRM is a widely used cloud-based customer relationship management (CRM) system. The universal connector is a highly specific connection used for the bidirectional synchronization of master data and for transferring and creating document data.

Features

Data between the following modules can be synchronized (example).

• Company
• Person
• Communication
• Offers and orders
• User specific fields
• All entities that are shared with the web service
• Data services for creating reports in real time

Already realized projects 

The connector is used in more than 100 installations or system combinations.

• Sage 100
• Sage b7
• Infoniqa One 50
• Odoo
• Exchange Online
• Mailing provider

For all mentioned system combinations, NoCode templates are available for a fast and efficient configuration of the synchronization processes.

Use cases

ERP integration: Connect Zoho CRM to different ERP systems and integrate the data and processes of your sales, marketing and service organization across departments. One advantage is for example, the provision of product and item master data during the quotation process.

Reporting: Create different reports with targeted queries based on data services, start valuable analyses and make data-driven decisions.

ERP - ERP (tenant): Connect additional ERP systems and create a unified data set across locations.

Exchange Online: Synchronize appointments from Microsoft with Zoho CRM.

Mailing Provider: Synchronize newsletter campaigns, recipient data and results with Zoho CRM.