About
About Zoho CRM
Zoho CRM is a cloud-based customer relationship management platform used by over 250,000 businesses worldwide. It covers sales automation, pipeline management, lead nurturing, customer support, marketing, and analytics within a single, highly configurable application that scales from SMBs to enterprise organisations.
Core Capabilities
Leads, Contacts, Accounts, Deals, Activities, Campaigns, Products, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Cases, and Analytics.
Deployment
Fully cloud-hosted SaaS available across Free, Standard, Professional, Enterprise, and Ultimate editions. The Business Connector integrates via the Zoho CRM REST API v7, compatible with all paid editions.
Data Model
Module-based architecture with custom fields, layouts, validation rules, workflow automations, and role-based access control. Business Connector handles field mapping, custom module support, and owner assignment natively.
Typical Landscape
Zoho CRM typically integrates with ERP systems (SAP B1, NetSuite, QuickBooks), e-commerce platforms (Shopify, WooCommerce), marketing automation (Mailchimp, HubSpot), and finance tools.
Get onboard and experience a system that actually keeps up with you.
Business Objects
Business Objects Covered
The Business Connector covers the following Zoho CRM objects, with inbound and outbound components, full data model understanding, and business rule handling built in.
Leads
Prospective customers. Includes contact details, lead source, status, owner assignment, and custom field mapping for qualification workflows.
Contacts
Individual customer and partner records. Full contact profile, account association, activity history, and communication preferences.
Accounts
Company and organisation records. Account hierarchy, billing and shipping addresses, industry classification, and linked contacts.
Vendors
Supplier and vendor records. Vendor details, payment terms, associated purchase orders, and contact persons.
Price Books
Named price lists with currency support. Includes product-price associations, discount schedules, and validity periods.
Products
Product and service catalogue. Item codes, descriptions, unit prices, tax rates, and stock availability data.
Quotes
Sales quotations with line items, discount logic, tax calculations, validity dates, and approval status tracking.
Sales Orders
Confirmed sales orders generated from quotes or created directly. Status lifecycle, fulfilment tracking, and invoice linkage.
Invoices
Customer invoices with line items, tax, payment terms, and payment status. Linked to sales orders and contacts.
Purchase Orders
Procurement orders issued to vendors. Line items, delivery dates, approval status, and goods receipt tracking.
What Lives Under One Roof
What you can do with this connector
All natively built, All sharing OES data model. All accessible from one workspace.
Lead-to-Order Automation
Leads captured in Zoho CRM are automatically enriched and converted to contacts and accounts. Quotes generated in CRM flow into ERP as sales orders, eliminating manual data re-entry between sales and fulfilment teams.
Customer Master Data Synchronisation
Contacts and accounts created or updated in Zoho CRM propagate to your ERP, accounting platform, and e-commerce system. A single customer record stays consistent across every connected application with automatic key mapping.
Product Catalogue & Pricing Distribution
Products and price books maintained in Zoho CRM sync to your ERP and e-commerce storefronts in real time. Price changes, new product additions, and discontinued items update across all systems automatically.
Quote-to-Cash Pipeline
Approved quotes in Zoho CRM convert to sales orders and invoices. Payment status from your accounting system flows back into CRM, giving sales teams full visibility of the collection cycle without leaving their platform.
Vendor & Procurement Coordination
Vendor records and purchase orders managed in Zoho CRM sync to your ERP and procurement tools. Purchase order status updates flow back to CRM, keeping vendor relationship data current alongside open orders.
Revenue Reporting & Analytics
Invoice and sales order data from your ERP and finance systems populates Zoho CRM dashboards. Sales teams gain a real-time view of revenue performance, outstanding invoices, and deal close rates within their CRM workspace.
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No custom builds and no ongoing maintenance between system pairs.