Whilst we always recommend migrating as many of the software applications you’re paying for to the Zoho alternative, to reduce costs and achieve a great level of connectivity between your software platforms, we understand this approach doesn’t work for everyone.
It might be that you’re using an industry specific platform that performs a specific function in your business, perhaps your accountant specialises in a certain financial platform or it might just be your personal preference to continue to use another software because you love what it does, or the hassle of migrating your historical data is putting you off making the switch.
Whatever your reason for wanting to integrate with Zoho, we’ve got you covered. Our experienced development team utilise a range of integration platforms to streamline the data transfer process. This includes pre-templated solutions like Zoho Flow and Zapier that require zero or minimal coding. If the integration requirement is more complex or the platform you’re looking to connect isn’t support by Flow or Zapier, we can develop a custom integration solution.
Industry Specific Platform
The Zoho CRM integration for Gmail accumulates all communication between your team and your business contacts via a two-way synchronization of information. Incoming and outgoing emails are pulled from the Gmail server and automatically associated with the relevant lead and contact CRM record, regardless of whether they were sent or received from Zoho, Gmail or your mobile device. This ensures a complete, real-time record of correspondence across all platforms.
The Google Apps integration for Google Calendar allows a flawless intercommunication of your weekly meetings without the need for doubling up on data entry. Keep track of your team with the automated synchronization of events between the two programs and never again forget where you need to be and when. Each and every meeting that takes place between your team and your prospects/clients will be automatically logged under their digital file, providing you a complete history of engagement. Avoid double booking yourself by also using the integration to connect your business and personal calendars, eliminating the need to cross-reference or manually update separate programs.
Google Drive is a file storage and synchronization service created by Google. It allows users to store files in the cloud, synchronize them across all your devices, and share those files with your network. Zoho CRM is designed to work in conjunction with Google Drive, not replace it, and this integration makes that possible. The seamless connector means that any company documents relating to your database can be easily referenced from with your CRM system or attached from the Drive to the relevant contact records. As an example, any documents that a client manually fills out can be quickly uploaded to Google Drive then easily associated with your CRM records.
We understand that Mailchimp is one of the most popular email marketing platforms used by the small business community, so we’ve partnered with cloud based company Kloud Connectors who have developed a simple extension to integrate Mailchimp with Zoho CRM. As this is a third party app rather than a direct integration, there is an additional, though very reasonable, cost of $14US per month to use the connecting software. (To bypass this fee, take a look at Zoho Campaigns, Zoho’s equivalent of Mailchimp!)
Seperately Mailchimp and Zoho CRM are both powerful tools for creating templates, storing information and analysing data, but used together, they empower small businesses to deliver more precise marketing and make smarter business decisions. Connect with your target audience by sending quality targeted campaigns instead of high quantity catch-all mail-outs. Never again will a prospect be missed off your newsletter, or worse be spammed if they’ve opted out.
Utilising Mailchimps array of eye-catching templates, clever auto-responders and detailed analytics already puts you ahead of the game. But why stop there? With the Zoho CRM integration, your prospects level of engagement with each of your campaigns will be fed back into their individual contact record, providing you with a clearer picture of who they are and what they want.
With the Mailchimp integration for Zoho CRM, you can enjoy the freedom of having your leads, contacts and campaign lists synchronised twice daily, not just one way, but 2-way synchronisation.
Let’s not beat around the bush, Zoho provide a free email management platform as part of their service offering, and so we do of course encourage our clients to utilise it for ease and efficiency. However, we’re here to help you optimise the way you choose to do business, so should your wish be to continue to utilise the Outlook software across your organisation, it is our command to make that happen.
The Zoho CRM Plug-in for MS Outlook is a productivity-enhancement extension that allows the synchronisation of your contacts, calendar appointments, tasks and emails between your Outlook account and your CRM account.
The Outlook integration is a great option for businesses using a variety of email server set ups (see compatible programs below) as it allows the continued use of the familiar Outlook interface while still syncing your email communication with your Zoho CRM account.
If retaining your Outlook hosting software is the decision you’ve made for your business, using the Outlook integration plug-in with Zoho CRM can still serve a powerful purpose.
The MYOB integration for Zoho CRM is a third party extension made specifically for AccountRight. With both these platforms being cloud based softwares, the integration gives a seamless collaboration of information making accounting easier and more efficient from both business and bookkeeping perspectives.
Accounting and CRM are certainly different areas, so clients often ask us what the benefit would be in a MYOB integration. We like to explain it by thinking of each client as being on a journey, or having their own story. This story may have started as a referral and as they’ve travelled through the marketing pipeline, pre-sales, they were then likely given a proposal or sales quote of which they accepted to become a billable customer. This story is all held in Zoho CRM.
The next chapter in your client’s journey is that as a billable customer – paying monthly/quarterly or ad-hoc invoices for one-off or ongoing products and services. These documents are stored in MYOB.
It is now easier to see that the culmination of these programs, through the MYOB integration with Zoho CRM, gives the complete picture of each client’s journey. Having all the information relating to each client stored together by an automatic, two way synchronisation saves time on administrative duties and optimises the possibilities of your working day.
Forget manual data transfers! Let the MYOB integration do the work for you with automatic synchronisation between both programs including:
Why waste time doubling up on data entry and painstaking, accounting administration? With the MYOB integration for Zoho CRM, these separate softwares become one portal of client information. So get in touch with us now and start telling the full story of each client through their sales and marketing journey and into the present time as your billable customer!
XERO is by far the most common accounting software package we see our clients using. Like most everyday small business programs, such as Google Apps or Mailchimp, there is a XERO integration for Zoho CRM that maximises the information in your client’s file, and optimises the way you do business.
Together, Zoho CRM and XERO complete the ‘lifecycle’ of your clients. Zoho CRM re-engineers your client profiles by storing, managing and analysing data as your clients move through their marketing and sales journey. (For more information on Marketing and CRM for Sales, check out the desired link). XERO on the other hand, tells the tale of how your clients affect your business success – with their invoices!
By utilising the XERO integration with your Zoho CRM account, this next chapter of your client’s story can be added to their history to generate a full novel of who they are and where they fit in the financial side of your business life.
The third party add-on that allows XERO to integrate with Zoho CRM does so through a modulated system. An accounts module represents the business entity as a whole and connects to a contact module plus an invoice module. This three-tiered web of automated information minimises the need for menial administrative duties and maximises your bookkeeper’s time to get on with the job.
Microsoft Exchange is an email and calendar server that consists of a collection of software applications for digital messaging and collaboration.
This includes email services, contact management, meetings/events, tasks, messaging and document sharing.
Thanks to the Microsoft Exchange extension for Zoho CRM, you can seamlessly sync information between the two applications in real time.
From within the CRM you’ll be able to view all incoming and outgoing email communication against the Lead or Contact record it relates to and all sent emails will be automatically tracked.
In addition to syncing the meetings you’ve created, the extension will automatically add any meetings to Zoho CRM via your Office 365 calendar once you’ve accepted a request from a 3rd party to attend.
You can also synchronize Zoho CRM Contacts and Tasks between O365 so that you can work efficiently from either platform without the need to duplicate data or switch between the two applications.
Note: The extension is supported in Microsoft Exchange Server 2007/2010/2013/2016/2019 and Office 365 applications only.
Zoho Flow is an integration platform that helps you connect your apps to automate complex business workflows. With 500+ apps across 65 categories included in the platform, you can achieve an uninterrupted flow of information across your entire business operations. Using Flow, FWRD can build smart integrations tailored 100% to your specific requirements without the need for costly coding.