Top 8 Zoho CRM Integrations of 2024

A CRM system is a popular and useful technology for businesses. It helps manage customer interactions, track sales leads, and understand customer behavior. Its strength is its flexibility to work with many other applications, offering a comprehensive solution that meets a company’s specific needs.

From accounting and marketing automation to project management and customer support, Zoho CRM integrations empower teams to work smarter, not harder. In 2024, as digital transformation continues to reshape industries, leveraging these integrations will be more important than ever for staying competitive.

In this blog, we will explore the top 8 Zoho CRM integrations for 2024, to learn how these tools can enhance your workflows, improve efficiency, and drive better business outcomes.

Popular Zoho CRM Integrations of 2024

Zoho CRM with Xero

Best for:- Accounting and Financial Management

Xero is a cloud-based accounting software tailored for small to mid-sized businesses. It assists with essential bookkeeping tasks such as invoicing and payroll and enables you to link the program to a live bank feed.

The Xero for CRM integration facilitates the seamless synchronization of customer data, invoices, and payments across Zoho CRM and Xero. By integrating these platforms, businesses can streamline their financial processes, gain real-time insights into cash flow, and enhance customer service by having a comprehensive view of financial interactions.

Key Features:-

1. Sync Xero with Zoho CRM to access Xero invoice details and status for any contacts.
2. You can view the list of Xero invoices for any customer.
3. You can download Xero invoices in PDF format.

Also Read: Integrate Xero With Salesforce

2.  Zoho CRM with NetSuite

Best for:- Advanced ERP capabilities

NetSuite is a comprehensive cloud ERP solution that offers a wide range of functionalities, including financial management, inventory management, and eCommerce capabilities.

Integrating Zoho CRM with Netsuite empowers businesses to synchronize customer information, sales orders, and product data. This integration fosters better collaboration between sales and finance teams, streamlines order processing, enhances invoice history, and offers improved visibility into customer accounts and sales performance.

Key Features:-

• Zoho CRM Integration with NetSuite offers a quick and affordable solution for maintaining operational efficiency and ensuring your sales and customer service teams have the necessary visibility.
• Sales can also secure new businesses and seamlessly convert a new sale into a NetSuite ERP through a sales order, a job, or a new product with a Bill of Materials.

3. Zoho CRM with Telephony

Best For:- Communication

Telephony Integrations enable businesses to connect their phone systems seamlessly with Zoho CRM.

Users can make and receive calls directly within Zoho CRM by integrating telephony systems such as RingCentral or Twilio. The call logging, recording, and reporting features streamline communication, enhance productivity, and ensure that sales and support teams have access to crucial call details.

Key Features:-

• Between monitoring deals and managing tasks, keeping track of all the calls you need to make can be challenging. Zoho CRM assists by allowing you to set reminders for upcoming calls and sends notifications for any missed ones.
• By integrating with Zoho CRM, Zoho Voice empowers your sales team to connect with customers more effectively through single-click dialing. This feature allows for direct contact with customers who are not yet saved in your CRMs. Additionally, Zoho Voice offers added benefits such as automatic logging of every call and access to call recording. This enables your team to analyze and identify areas for improvement.
• Call analytics can effectively manage your sales team’s performance and motivate them to enhance their efforts. The built-in charts and reports provide visualizations of your call data, enabling you to identify areas for improvement in customer experience.

4. Zoho CRM with SMS Magic

Best For:- SMS Campaigns and Customer Communication

SMS Magic is an SMS messaging platform designed to enable businesses to communicate with their customers through text messages.

You can effortlessly send and receive SMS messages directly from Zoho CRM, managing the process of reaching out to customers promptly. The automated SMS alerts for appointments, confirmations, or promotional messages not only boost customer engagement but also enhance response times.

Key Features:-

• Enhances customer experience across popular messaging apps such as WhatsApp and SMS integration with Zoho. It Streamlines all interactions into a single platform, providing a comprehensive 360-degree view of conversations.
• Enhance the capabilities of your sales representatives and support agents by enabling them to interact with customers remotely through the SMS-Magic mobile application.

5. Zoho CRM with Whatsapp

Best For:- Real-time customer support and Engagement

WhatsApp is a widely used messaging application for both personal and business communications around the globe.

Connecting Zoho CRM with WhatsApp allows businesses to engage with customers in real-time through a platform they already use. This integration can facilitate quick responses to inquiries, sending updates, and providing personalized customer support, ultimately improving customer satisfaction.

Key Features:-

• The Zoho CRM integration with WhatsApp helps you send automated messages that include detailed information about all your products and services to current and potential customers.
• The WhatsApp CRM helps you share a useful catalog of images, locations, documents, audio, and videos, with your potential customer. You can send them marketing materials based on what they like to get their attention.
• The integration of Zoho with WhatsApp ensures that you can access customer information and reach out to your customers on a platform you are familiar with effectively.

6. Zoho CRM with Stripe

Best For:- Payment Processing and Automation

Stripe is a payment processing platform that helps businesses to accept online payments.

Integrating Zoho CRM with Stripe allows for streamlined payment processing directly within the CRM. Businesses can manage subscriptions, track payments, and automate invoicing, making financial management easier and enhancing the customer experience.

Key Features:-

• Integrate Stripe with Zoho CRM to simplify the process of online transactions while maintaining the interface of Zoho CRM.
• You can create, view, edit, or cancel stripe invoices directly from Zoho CRM.

7. Zoho CRM with Zoho Books

Best For:- End-to-End Financial Management

Zoho Books is an online accounting software designed for financial management and automating business processes.

This integration ensures that customer data, invoices, and payment information are synchronized between Zoho CRM and Zoho Books. This seamless flow of information enhances accuracy in financial reporting, simplifies invoice generation, and provides a complete view of customer interactions.

Key Features:-

• Gather all your customer information in one centralized location, allowing you to access the same data across both applications.
• Access your customer’s important financial information like sales and unpaid bills directly from Zoho CRM.
• Sync your transactions seamlessly between both apps.

8. Zoho CRM with Shopify

Best For:- e-Commerce and Sales Management

Shopify is an e-commerce platform that enables businesses to establish online stores.

By integrating Zoho CRM with Shopify, you can sync your customer and order data between the two platforms. This integration helps manage sales processes, track customer interactions, and analyze eCommerce performance, ultimately leading to improved sales strategies and customer retention.

Key Features:-

• Sync your Shopify customers to contact or leads in Zoho CRM automatically
• Manage customer records in Zoho CRM from within Shopify.
• See all sync information in one single dashboard.

Conclusion

In 2024, Integrating Zoho CRM with leading platforms helps businesses automate tasks, enhance customer relations, and boost operations. This integration benefits all industries like accounting, Finance, Healthcare, and e-commerce, making the business more efficient and adaptable for growth.

Contact CRM Master’s Infotech, a Zoho Implementation Partner, to integrate your favorite app with Zoho CRM for improved customer relationships, increased productivity, and better growth