CRM Connector Platform
The integration hub for Zoho Books. Keep invoicing in Zoho Books and let the rest of the business follow: clients stay the same, invoices and estimates stay in step with QuickBooks Online, Xero, FreshBooks and HubSpot, and a deal won in your CRM is waiting as a draft invoice.
Pairs with 12 systems
What syncs
Zoho Books clients, both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, Pipedrive, Salesforce, ServiceM8 and more, and one way into Jobber. Name, company, email, phone and billing address follow every change, and a business client is never renamed to a person. Zoho Books keeps customer names unique, so a second customer with a name already in use gets their email behind the name. Only active customers sync.
Both ways with QuickBooks Online, Xero, FreshBooks and HubSpot, one way into Jobber, and one way into Zoho Books from Stripe, Square and HighLevel. Paid becomes a payment for exactly the amount newly paid, and a Zoho Books discount arrives as one Discount line so the totals match.
Both ways with QuickBooks Online, Xero and FreshBooks, and one way into Jobber as quotes. An accepted estimate can become a Jobber job or a ServiceM8 work order. A sent one can become a HubSpot deal, a Pipedrive deal or a Salesforce opportunity.
Works with
Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.
JobberContacts, Invoices, Quotes, Accepted quotes as jobsOne way into JobberInto Jobber: clients, invoices and estimates. Paid is marked received, and an accepted estimate can become a job.About JobberHow it syncs
QuickBooks OnlineContacts, Invoices, QuotesClients, invoices and estimates both ways. A part payment tops up the other side by exactly what is newly paid.About QuickBooks OnlineHow it syncs
XeroContacts, Invoices, QuotesContacts, invoices and quotes both ways. A part payment tops up the other side by exactly what is newly paid.About XeroHow it syncs
HubSpotContacts, Invoices, Won deals as draft invoices, Quotes as dealsContacts and invoices both ways, a won deal becomes a draft Zoho Books invoice, and a sent estimate a HubSpot deal.About HubSpotHow it syncs
HighLevelContacts, Won opportunities as draft invoices, Invoices from HighLevelContacts both ways and HighLevel invoices into Zoho Books; a won opportunity can become a draft invoice instead.About HighLevelHow it syncs
SquareContacts, Invoices from SquareCustomers both ways, and Square invoices flow one way into Zoho Books.About SquareHow it syncs
StripeContacts, Invoices from StripeStripe invoices land in Zoho Books with their payment, and customers stay in step both ways.About StripeHow it syncs
Housecall ProContactsCustomers both ways. An address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8Contacts, Accepted quotes as jobsClients both ways, and an accepted Zoho Books estimate becomes a ServiceM8 work order.About ServiceM8How it syncs
PipedriveContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Zoho Books invoice, and a sent Zoho Books quote a Pipedrive deal that follows it.About PipedriveHow it syncs
FreshBooksContacts, Invoices, QuotesClients, invoices and estimates both ways. FreshBooks decides whether an estimate is accepted.About FreshBooksHow it syncs
SalesforceContacts, Won opportunities as draft invoices, Quotes as opportunitiesContacts both ways, a won opportunity becomes a draft Zoho Books invoice, and a sent estimate an opportunity that follows it.About SalesforceHow it syncsStage rules
Each rule needs a start date, 60 days back by default, so nothing from long ago is created on the first run.
A deal won in HubSpot or Pipedrive, or an opportunity won in HighLevel or Salesforce, becomes a draft Zoho Books invoice for the same client, with one line for the amount. The sync never sends it. It cannot run next to invoices synced as they are in the same integration.
An estimate accepted in Zoho Books becomes a Jobber job or a ServiceM8 work order for the same client, with its lines.
A sent Zoho Books estimate becomes a HubSpot deal, a Pipedrive deal or a Salesforce opportunity that follows it. Accepted moves it to won. Declined or expired moves it to lost.
Connecting
Zoho Books connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to Zoho and approve the app. It works for every Zoho region (US, Europe, India, Australia, Japan, Canada, Saudi Arabia, the UAE and Singapore): the sign in tells us which region your account is in, and every sync talks to that region from then on. There is nothing to choose. The person who signs in must be an administrator of the Zoho organisation. One connection covers one Zoho Books organisation: when your Zoho user belongs to several, the default active one is connected. Started from a marketplace install, Zoho Books is the system that receives. Removing the connection ends access here. The app stays listed under Connected Apps in Zoho until you remove it there.
You approve access on Zoho Books's own sign in page. Your Zoho Books password never reaches CRM Connector.
Good to know
What is true for Zoho Books whichever system you pair it with. What is particular to one pairing is on its tile above.
Zoho already keeps Zoho Books and Zoho CRM in step itself, so this platform does not pair them. Running both would write the same record twice.
Only active customers sync. Vendors, bills, expenses and credit notes stay in Zoho Books.
It keeps the other system's number as the reference on the invoice or estimate and finds the record again by it. Lines, the total and the message are set when the invoice or estimate is created; later line edits stay where they were made.
An invoice sent in the other system is marked sent in Zoho Books. The sync never emails your client.
A part payment tops Zoho Books up by exactly the new amount, so an instalment is never counted twice.
When Zoho Books has already recorded a payment, a void from the other system is left alone, because voiding would turn that money into credit. Void it in Zoho Books if that is what you want.
Zoho Books needs at least one item in the organisation before an invoice or estimate can be created. Add one under Items.
A client is billed in one currency in Zoho Books. A record in another currency is written in the client's currency with its amounts unchanged.
Zoho limits how many calls a Zoho Books organisation may make each day, from 1,000 on the Free plan to 10,000 on the top plans. Only records changed since the last run are read, and when Zoho asks for a pause the run waits and continues where it stopped. A first sync on a small plan can take days, so choose a sync from date.
FAQ
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Sign in to Zoho Books and the system you want to pair it with, confirm what syncs, and watch the first sync run.
