Zoho Books and Salesforce integration
Won in Salesforce, a draft invoice in Zoho Books
CRM Connector keeps Salesforce contacts and Zoho Books clients the same both ways, turns every won opportunity into a draft Zoho Books invoice with one line for the amount, and brings every sent estimate into Salesforce as an opportunity that follows it. The sync never sends the invoice.
- Official sign in for both
Contacts both ways, won work into draft invoices
At a glance
Contacts stay the same. Won work becomes a draft invoice.
What syncs
- ContactsBoth ways
- Won opportunities into draft invoicesOne way
- Estimates as opportunitiesOne 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 Salesforce leads when the same record changed in both since the last sync.
Options for Zoho Books and Salesforce
- Only work won from a date you pick
- Only won work above an amount you pick
- Everyone, customers only or leads only, when Salesforce sends, on a one way sync
Record by record
What syncs between Zoho Books and Salesforce
Which Zoho Books field matches which Salesforce field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyWhen createdAccount
- EmailBoth waysEmail
- PhoneBoth waysPhone
- AddressBoth waysAddress
It happens in Zoho Books, then in Salesforce
A new client
Looked for in Salesforce on the exact email before a customer is created.
Name, email, phone or address changes
The same change is made to the Salesforce customer on the next sync.
The company changes later
Not carried: a sync never renames a Salesforce account or moves the contact to another one.
FAQ
Questions about Zoho Books and Salesforce?
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 an opportunity at your first open stage. Accepting it moves the opportunity to your first won stage, declining it or letting it expire to your first lost stage.
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Sign in to Zoho Books and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.