Zoho CRM integrations

A won Zoho CRM deal becomes the job, the work order or the draft invoice.

CRM Connector turns a won Zoho CRM deal into a Jobber job, a ServiceM8 work order or a draft invoice, and an open deal into a Jobber request. A quote sent from your books becomes a deal that follows it, and contacts stay in step everywhere except Zoho Books, which Zoho keeps in step itself.

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Pairs with 18 systems

What syncs

What Zoho CRM keeps in step

Contacts

Both ways
  • Both ways with QuickBooks Online, Xero, FreshBooks, HubSpot, Pipedrive, Salesforce and more.
  • One way into Jobber as clients.
  • Name, email, phone and mailing address travel on every change.
  • The account is the company, set once.
  • Matched on email first, then on the phone, found however it was typed in Zoho CRM.
  • When Zoho CRM itself reports a duplicate and names the existing contact, that one is updated instead.
  • A contact on a won deal counts as a customer for the filters.

Deals

One way
  • A won deal becomes a Jobber job, a ServiceM8 work order, a Housecall Pro job, a CompanyCam project or a draft invoice.
  • An open one can become a Jobber request, in the stages you tick.
  • Housecall Pro jobs, or estimates once sent, arrive as deals, one way, and follow to won and lost.
  • With HubSpot, Pipedrive, Salesforce, ActiveCampaign and Keap, deals travel one way in the direction you pick (Keap on Max Classic).
  • With GoHighLevel, one way in the direction you pick: opportunities arrive as deals, or deals become GoHighLevel opportunities.
  • A deal amount keeps the deal's own currency.
  • A deal made from a quote or another CRM keeps that currency when your organisation uses several currencies and has it added; otherwise your home currency, amount unchanged.

Quotes

One way

A quote sent from QuickBooks Online, Xero, FreshBooks or FreeAgent becomes a Zoho CRM deal that follows it: sent is open, accepted is won, declined or expired is lost.

Works with

Pair Zoho CRM with any of these

Pick the second system in the setup wizard. Each tile lists what travels between the two, and How it syncs opens that pair's own page with every field and what is particular to the pairing.

Jobber logoJobberContacts, 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 Online logoQuickBooks 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
Xero logoXeroContacts, 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
HubSpot logoHubSpotContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About HubSpotHow it syncs
GoHighLevel logoGoHighLevelContacts, Opportunities and dealsContacts both ways, and deals one way in the direction you pick between GoHighLevel opportunities and Zoho CRM deals.About GoHighLevelHow it syncs
Square logoSquareContactsZoho CRM contacts and Square customers stay the same both ways, so sales and the till share one customer list.About SquareHow it syncs
Stripe logoStripeContactsZoho CRM contacts and Stripe customers stay the same both ways, so sales sees who pays online.About StripeHow it syncs
Housecall Pro logoHousecall ProContacts, Jobs or estimates as deals, Won deals as jobsContacts both ways, Housecall Pro jobs or estimates as Zoho CRM deals, and won deals as Housecall Pro jobs.About Housecall ProHow it syncs
ServiceM8 logoServiceM8Contacts, Won deals as jobsContacts both ways, and a won deal becomes a ServiceM8 work order.About ServiceM8How it syncs
CompanyCam logoCompanyCamContacts, Won deals as projectsContacts both ways, and a deal won in Zoho CRM becomes a CompanyCam project at the customer's address.About CompanyCamHow it syncs
Pipedrive logoPipedriveContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About PipedriveHow it syncs
FreshBooks logoFreshBooksContacts, 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
Salesforce logoSalesforceContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included.About SalesforceHow it syncs
FreeAgent logoFreeAgentContacts, Won deals as draft invoices, Quotes as dealsContacts both ways, a won deal becomes a draft FreeAgent invoice, and a sent estimate a deal that follows it.About FreeAgentHow it syncs
ActiveCampaign logoActiveCampaignContacts, DealsContacts both ways, and deals one way in the direction you pick, won and lost included.About ActiveCampaignHow it syncs
Keap logoKeapContacts, Opportunities and dealsContacts both ways, and opportunities and deals one way in the direction you pick, won and lost included (Keap Max Classic).About KeapHow it syncs
WooCommerce logoWooCommerceContactsShop customers and Zoho CRM contacts stay the same both ways, so sales sees who buys in your store.About WooCommerceHow it syncs
Google Sheets logoGoogle SheetsContacts, DealsOne way into Zoho CRMContacts and deals from your sheet land in Zoho CRM, and won or lost follows.About Google SheetsHow it syncs

Stage rules

Stage rules: a won deal starts the work

A deal is a sale, not work. Winning it creates the job, the work order or the draft invoice.

How every stage rule starts, and why nothing is made twice

  • Deal won, Jobber job created

    • 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.

  • Deal won, ServiceM8 work order created

    A new work order for the same client, with the amount as one material line.

  • Deal won, draft invoice waiting

    • A draft invoice in QuickBooks Online, Xero, FreshBooks or FreeAgent for the same customer, dated the close day, with one line for the amount.
    • The sync never sends or pays it.
    Won Zoho CRM deals become Xero invoices

  • Quote sent, deal following

    • A quote sent from your books becomes a deal for the same contact at your first open stage, named "Quote" plus 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

How Zoho CRM connects

Official sign in

OAuth

Sign in to CRM Connector, choose Connect, sign in to Zoho as an organisation administrator and approve. Your data centre is found for you. One sign in connects one organisation; sandboxes are refused.

Sign in to connect Zoho CRM

What you need

  • A CRM Connector account. Connecting happens inside the app.
  • A production Zoho CRM organisation and a Zoho user who is an administrator of it.

You approve access on Zoho CRM's own sign in page. Your Zoho CRM password never reaches CRM Connector.

Good to know

How Zoho CRM behaves

What is true for Zoho CRM whichever system you pair it with. What is particular to one pairing is on that pair's own page, linked from its tile above.

  • Not connected to Zoho Books

    • 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.

  • Won and lost come from your pipelines

    • 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.

  • Accounts are never renamed

    • 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.

  • Leads only when you switch them on

    Open leads travel only into Jobber, as clients and requests, and only when you switch them on for the integration.

  • A deal needs a contact

    • 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 closed deal stays closed

    • 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.

  • One amount, one street line

    • 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.

  • No invoices into Zoho CRM

    • Zoho CRM has no standard invoice, so invoices and payments stay in your books.
    • Quotes from the books arrive as deals.

  • Check tax on the draft

    • The deal amount lands on the draft invoice as it is.
    • Check the tax and add it where needed before you send the invoice from your books.

  • A daily credit budget

    • 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 when Zoho reports how many credits remain, the sync pauses once 500 or fewer are left.

FAQ

Questions about Zoho CRM?

Answers about Zoho CRM itself. Duplicates, deletions, a dropped connection, how often a sync can run and custom fields are explained once, for every system, on How syncing works.

How syncing worksZoho CRM MCP for ChatGPT and ClaudeStill not sure? Contact us

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