Zoho Books and GoHighLevel integration
GoHighLevel invoices, in Zoho Books
CRM Connector brings GoHighLevel invoices into Zoho Books with their lines, total and payment, or turns each won opportunity into a draft invoice instead, and keeps customers the same both ways.
- Official sign in for Zoho Books
Customers both ways, invoices one way into Zoho Books
At a glance
Customers stay the same. Invoices, or won opportunities as draft invoices, travel into Zoho Books.
What syncs
- CustomersBoth ways
- InvoicesOne way
- Won opportunities into draft invoicesOne 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 GoHighLevel leads when the same record changed in both since the last sync.
Options for Zoho Books and GoHighLevel
- Only opportunities won from a date you pick
- Only won opportunities above an amount you pick
- Only invoices from a date you pick
- Only sent or paid invoices
- Only invoices above an amount you pick
- Everyone, customers only or leads only, when GoHighLevel sends, on a one way sync
Record by record
What syncs between Zoho Books and GoHighLevel
Which Zoho Books field matches which GoHighLevel field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyBoth waysCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Street, city, state and postal codeBoth waysStreet, city, state and postal code
- CountryWhen createdCountry
It happens in Zoho Books, then in GoHighLevel
A new client
Looked for in GoHighLevel on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the GoHighLevel customer on the next sync.
The country changes later
Not carried: GoHighLevel keeps the country as a code, so it is set once, when the record is created.
FAQ
Questions about Zoho Books and GoHighLevel?
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. Zoho Books gets a payment for the amount paid so far. A part paid invoice arrives part paid, and a later payment tops it up.
Whichever is your real sale. If you invoice in GoHighLevel, sync those invoices; if you only track opportunities there, let a won one become a draft Zoho Books invoice. One integration does one of the two.
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Ask ChatGPT or Claude about Zoho Books and GoHighLevel
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to Zoho Books and GoHighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.