Zoho Books and Pipedrive integration
Won in Pipedrive, a draft invoice in Zoho Books
CRM Connector keeps Pipedrive persons and Zoho Books contacts the same both ways, turns every won Pipedrive deal into a draft Zoho Books invoice, and puts every sent Zoho Books estimate into Pipedrive as a deal that follows it.
- Official sign in for both
Contacts both ways, won work into draft invoices
At a glance
Contacts stay the same. A won deal becomes a draft invoice, and a sent estimate a deal.
What syncs
- ContactsBoth ways
- Won deals into draft invoicesOne way
- Estimates as dealsOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho Books or Pipedrive leads when the same record changed in both since the last sync.
Options for Zoho Books and Pipedrive
- Only work won from a date you pick
- Only won work above an amount you pick
- Everyone, customers only or leads only, when Pipedrive sends, on a one way sync
Record by record
What syncs between Zoho Books and Pipedrive
Which Zoho Books field matches which Pipedrive field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyWhen createdOrganization
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressWhen createdPostal address, or the organization's
It happens in Zoho Books, then in Pipedrive
A new client
Looked for in Pipedrive on the exact email before a customer is created.
Name, email or phone changes
The same change is made to the Pipedrive customer on the next sync.
The company changes later
Not carried: a sync never renames a Pipedrive organization.
The address changes later
Not carried: a sync never writes an address into Pipedrive.
FAQ
Questions about Zoho Books and Pipedrive?
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.
Yes, once it is sent. It becomes a deal in the first stage of your first pipeline, named "Quote {number}". Accepting it moves the deal to won, declining it or letting it expire to lost. A draft estimate does not travel.
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Sign in to Zoho Books and Pipedrive, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.