Zoho Integration Services
Connect – Automate – Grow
We integrate Zoho into your business for faster and smarter operations
Overview
Connect Zoho with the Business Tools You Use Every Day
Zoho CRM does more when it works with the apps you already use. At CRM Masters, we help you integrate it with tools like Google Workspace, Microsoft, eCommerce platforms, payment gateways, and communication apps. Say goodbye to manual work and scattered data. Enjoy a smooth, connected workflow that saves time and helps your team work smarter.
Why Your Business Needs Zoho Integration
Work in One Place
No more switching tabs or losing track of data. Bring all your apps, like email, finance, communication, and orders, into one system.
Automation That Saves Hours
We help you automate everything from data syncing and invoicing to follow-ups using Zoho apps that work together.
No More Data Errors
Zoho integrations with us ensure your data stays consistent across apps with no manual entry, no duplication, and no missed updates.
Respond Faster, Serve Better
Integration helps you keep data in one place; the faster your team can respond to valuable customers, the more organized it will be.
Built to Grow with You
As your business grows, the Zoho integrated systems also grow with it. Add new tools or workflows without starting from scratch.
Secure Integration with Us
Our expert team follows industry-best practices and security standards to ensure your data is protected every step of the way.
Zoho Popular Integration
Switching to Zoho doesn’t have to be complicated. Our team is an expert in Zoho integration from start to finish.
Business Productivity
Switch to Zoho CRM for a flexible, integrated customer management experience
Gmail/Google Workspace
Microsoft 365/ Outlook
Slack
Zoom
Microsoft Teams
Finance & Accounting
45k+ businesses managing their HR operations with Zoho People
QuickBooks
Sage
Xero
Stripe
PayPal
Razorpay / Square
Sales & Marketing
Get privacy-protected business email hosting with Zoho Mail
Mailchimp
HubSpot
LinkedIn Sales Navigator
Facebook / Google
Twilio / RingCentral / Exotel
Telephony
E-commerce
Stay accessible, deliver quick and accurate resolutions with Zoho Desk.
Shopify
WooCommerce
Amazon Seller Central
Automation and Workflows
Simplify your finance operations with Zoho Books
Zapier
Airtable
WordPress
Custom Tools
Make your workflows more efficient with Zoho Cliq, a reliable team communication app
Deluge
Zoho Creator
Webhooks
ERP Integration
Manage your content intelligently with a secure and collaborative platform
NetSuite
SAP
Oracle
Quickbooks
Odoo
Zoho Products
Manage your content intelligently with a secure and collaborative platform
Zoho Sign
Zoho Books
Zoho Accounting
Zoho CRM
Zoho Cliq
Our Capabilities in Zoho CRM Integration
We enable real-time, bidirectional data synchronization between Zoho and your other systems, ensuring consistent and up-to-date information across platforms.
Our team integrates the Zoho application with popular third-party applications, including Mailchimp, QuickBooks, Shopify, and more, to streamline workflows and enhance functionality.
We leverage middleware platforms like Zapier, Integromat, or custom middleware solutions to connect Zoho applications with legacy or complex systems, ensuring smooth data flow.
For advanced needs, we build secure and scalable custom APIs that extend Zoho capabilities, enabling tailored integrations with internal tools or proprietary applications.
Our Zoho CRM Integration Process
1. Requirement Analysis
We begin by understanding your business needs, goals, and current CRM challenges to tailor the integration effectively.
2. System Audit
A thorough evaluation of your existing systems, workflows, and data structures ensures seamless compatibility with Zoho applications.
3. Integration Planning
Our experts design a clear integration roadmap, defining scope, key touchpoints, data flow and timelines for a smooth implementation.
4. Authentication & API Setup
Secure authentication protocols are established, and Zoho APIs are configured to enable robust and safe data exchange.
5. Development & Customization
Our senior expert customizes Zoho modules, workflows, and fields to align with your business processes and operational needs.
6. Testing & Validation
We conduct comprehensive testing to ensure data integrity, functional accuracy, and performance reliability across all integrated systems.
7. Deployment
Once validated, the integration is deployed with minimal disruption to your ongoing operations.
8. User Training & Documentation
We provide detailed documentation and hands-on training to empower your team to leverage the full capabilities of Zoho applications.
ZOHO SERVICES PROVIDER ON THE GO
Get ZOHO CRM Services as Per Your Needs
At CRM Masters Infotech, we offer you the flexibility to choose our Zoho development services as per your needs. Come to us, and we will help you decide whether you should opt for full-time or part-time plan depending on your project needs. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team.
Pay-As-You-Go
If your’s is a project that needs a dedicated developer or consultant on a weekly, monthly or long-term basis, then this is the best option for you. Based on the type of your project, we will select our Zoho CRM consultant with matching experience to work with you and deliver top-notch results.
On Project Basis
Contrary to the other option (Pay-As-You-Go), this one is best when you have fixed SCOPE of Work, we will provide you fixed price to implement and set up milestones. We will assign project manager and consultants to deliver as per project scope.
Frequently Asked Questions (FAQ's)
Integrating Zoho CRM with WordPress allows you to automatically capture leads, sync contact forms, and manage customer data more efficiently. Here’s how you can do it:-
- Use a WordPress Plugin
- Connect Your Zoho CRM account
- Map Form Fields
- Test the integration
Yes, Zoho integrates with MailChimp. You can sync your contacts, leads, and campaign data between Zoho CRM or Zoho Campaigns and Mailchimp.
WooCommerce integrates with Zoho invoices to automate billing, invoicing, and customer management. Here’s how to set it up:-
- Use a Connector Plugin
- Authenticate Zoho Invoice
- Sync WooCommerce to Zoho Invoice
- Generate Invoice
- Create custom workflows
Zoho integrates with CRMs, ERPs, eCommerce platforms, marketing tools, and accounting software.
Yes, we follow best practices for API security and data protection.
Depends on complexity, usually from a few days to a few weeks.
No, Our process ensures minimal disruption to your business
