CRM Connector Platform
The integration hub for Zoho CRM. Sell in Zoho CRM and let the sale start everything else: a won deal becomes work in Jobber or ServiceM8 and a draft invoice in your books, open deals become Jobber requests, a quote sent from your books becomes a deal sales can follow, and your contacts stay in step with every connected system.
Pairs with 12 systems
What syncs
Zoho CRM contacts, both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, Pipedrive, Salesforce, ServiceM8 and more, and one way into Jobber as clients. Name, email, phone and mailing address travel on every change. The account is the company, set once. A contact on a won deal counts as a customer for the filters.
A won deal becomes a scheduled Jobber job, a ServiceM8 work order, or a draft invoice in QuickBooks Online, Xero or FreshBooks, and an open one can become a Jobber request, in the stages you tick. With HubSpot, Pipedrive and Salesforce, deals travel one way in the direction you pick. HighLevel opportunities arrive in Zoho CRM as deals.
A quote sent from QuickBooks Online, Xero or FreshBooks becomes a Zoho CRM deal that follows it: sent is open, accepted is won, declined or expired is lost.
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, Open deals as requests, Won deals as jobsOne way into JobberInto Jobber: contacts become clients, an open deal a request, and a won deal a Jobber job ready to schedule.About JobberHow it syncs
QuickBooks OnlineContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft QuickBooks invoice, and a sent estimate a deal that follows it.About QuickBooks OnlineHow it syncs
XeroContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft Xero invoice, and a sent quote a deal that follows it.About XeroHow it syncs
HubSpotContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About HubSpotHow it syncs
HighLevelContacts, Opportunities as dealsContacts both ways, and HighLevel opportunities arrive in Zoho CRM as deals.About HighLevelHow it syncs
SquareContactsCustomers both ways. Square checks phone numbers against the country's numbering plan.About SquareHow it syncs
StripeContactsStripe customers into Zoho CRM and back. The Stripe name is set once, at creation.About StripeHow it syncs
Housecall ProContactsCustomers both ways. An address goes into Housecall Pro only at creation.About Housecall ProHow it syncs
ServiceM8Contacts, Won deals as jobsContacts both ways, and a won deal becomes a ServiceM8 work order.About ServiceM8How it syncs
PipedriveContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About PipedriveHow it syncs
FreshBooksContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreshBooks invoice, and a sent estimate a deal that follows it.About FreshBooksHow it syncs
SalesforceContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About SalesforceHow it syncsStage rules
A deal is a sale, not work. Winning it creates the job, the work order or the draft invoice. Each rule needs a start date (60 days back by default), so deals won long ago never become new work on the first run.
A new Jobber job for the deal's contact, named after the deal, with its amount and the close day as the start day. Open and lost deals stay in Zoho CRM.
A new work order for the same client, with the amount as one material line.
A draft invoice in QuickBooks Online, Xero or FreshBooks for the same customer, dated the close day, with one line for the amount. The sync never sends or pays it. It cannot run next to invoices synced as they are in the same integration.
A quote sent from your books becomes a deal for the same contact at your first open stage, named Quote and its number. Accepting it moves the deal to won; declining it or letting it expire moves it to lost. Draft quotes do not travel.
Connecting
Zoho CRM 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 sign in connects one organisation, and sandbox organisations are refused. Started from a marketplace install, Zoho CRM 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 CRM's own sign in page. Your Zoho CRM password never reaches CRM Connector.
Good to know
What is true for Zoho CRM whichever system you pair it with. What is particular to one pairing is on its tile above.
Zoho already keeps Zoho CRM and Zoho Books in step itself, so this platform does not pair them. Running both would write the same record twice.
A deal counts as won or lost by the closed won and closed lost stages in your Zoho pipeline settings, not by what a stage is called. Renamed stages and several pipelines work.
A contact's company is its Zoho account. It is linked when the contact is created, to an account with exactly that name or a new one, and a sync never renames it or moves the contact to another account, because everyone in it shares it.
Open leads travel only into Jobber, as clients and requests, and only when you switch them on for the integration.
A deal without a contact is not sent. It shows as a failed record with the reason, and goes through on its own once a contact is added.
A deal written by a sync moves from open to won or lost once and is never reopened. A deal already lost before it was seen is not created.
The deal amount travels as one amount, not the products on the deal. Of the mailing address, the country, city, state, postal code and the first street line travel.
Zoho CRM has no standard invoice, so invoices and payments stay in your books. Quotes from the books arrive as deals.
Zoho gives every organisation a daily allowance of api credits, shared with its other tools and depending on the Zoho CRM edition. Only records changed since the last run are read, and the sync pauses on its own before the allowance runs out.
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 CRM and the system you want to pair it with, confirm what syncs, and watch the first sync run.
