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SEAMLESS INTEGRATIONS

Integrating CRM with your everyday apps

Integrating CRM with other apps enables businesses to unify their technology ecosystem, leading to more efficient operations, better customer insights, and ultimately, enhanced growth and customer satisfaction.

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Integrations we’ve done

Our most popular Integrations

Integrating a CRM (Customer Relationship Management) system with other applications means establishing connections between the CRM and various software tools used in a business. This integration is crucial for streamlining processes, enhancing productivity, and providing a more unified view of business operations.

Zoho CRM and Xero integration

Create invoices to customers, combine multiple transactions into one invoice, create bulk invoices all within Zoho CRM and send all to Xero in one click. Xero then push the status back to Zoho CRM.

Zoho CRM and MYOB integration

Create invoices to customers in Zoho CRM and send it to MYOB in one click, sync client records, and bring your invoice data back into Zoho CRM.

Zoho CRM and Core Logic Integration

The Zoho CRM and Core Logic Integration creates a powerful tool that allows for seamless synchronisation of property data.

Zoho CRM and NZX Integration

NZX market data feeds directly into Zoho CRM. Users can track and manage this data through customised fields and modules, streamlining their workflow and decision-making processes

zoho crm and stripe integration

Transactions initiated in Zoho CRM are sent to Stripe for processing. Stripe then processes the payment and returns a response back to Zoho CRM, which updates the transaction status accordingly.

zoho crm and Windcave integration

The integration of Windcave with Zoho CRM offers a seamless transaction experience, bridging the gap between payment processing and customer management.

zoho crm and sharepoint integration

By automating the creation of folders in SharePoint from Zoho CRM, businesses can enjoy a more organized, efficient, and secure document management system.

When a user schedules a meeting with a contact in Zoho CRM, a Zoom meeting is automatically created. Similarly, when a call is made using Zoom Phone, the details of the call are logged in the CRM system.

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