Zoho CRM

The operating system for SMB sales teams.

About Zoho CRM

Zoho CRM is the powerhouse of the SMB market, offering enterprise features at a fraction of the cost. However, its 'Deluge' scripting language and strict daily API limits can be hurdles. Integrating Zoho CRM with best-of-breed tools like QuickBooks or Slack is essential for businesses that want to avoid being locked entirely into the 'Zoho One' walled garden.

Integration Capabilities

Zoho CRM has 8 native integrations with leading business platforms. Connect via direct API, webhooks, or third-party automation tools for unlimited possibilities.

Browse Zoho CRM integrations below. Green integrations are native and free. Yellow integrations require an automation platform like Make ↗ to sync data.

Common Integration Patterns

→ Finance Sync: Connecting Zoho CRM to QuickBooks/Xero to generate invoices automatically when a Deal Stage hits 'Closed Won'.
→ Support Context: Displaying Zoho Desk ticket history within the CRM Lead view so sales reps know if a prospect is unhappy.
→ Marketing Handoff: Pushing leads from Zoho Forms or Facebook Ads into CRM, and then syncing them to Mailchimp for nurturing.

Integration Challenges

⚠ API Limits: Zoho has strict daily API credit limits based on user count. High-volume syncs (like e-commerce orders) often break these limits.
⚠ Deluge Scripting: Advanced integrations often require writing proprietary 'Deluge' code, which is hard to debug and maintain.
⚠ Layout Mapping: Custom Layouts in Zoho (different fields for different products) are notoriously difficult to map in middleware like Zapier.

Before You Integrate

1. Check Edition: Verify the client is on at least 'Standard' edition, as the Free tier has no API access.
2. Map Layouts: Ensure your integration points to the correct 'Module Layout' if you use multiple pipelines.
3. Monitor Credits: Set up an alert for when 80% of daily API credits are consumed.