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Zoho CRM

Use Flowgear's pre-built connector to integrate with Zoho CRM
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Unlock the true capabilities of Zoho CRM

Zoho CRM streamlines lead, opportunity, and service workflows for modern businesses.

Flowgear connects Zoho CRM to ERP, finance, marketing, and support platforms – syncing data in real time, eliminating manual work, and giving every team a single source of truth.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Popular examples and use cases

Share Data Across The Entire Organization with a Single Source of Truth
Centralize Core Data
Synchronize customers, orders, inventory, and financial records so every platform - from CRM to ERP - shows the same up to date facts.
Eliminate Duplicate Entry
Flowgear captures a change in one system and propagates it everywhere else, freeing staff from copy paste work.
Real Time Analytics
Stream cleaned data into BI tools the moment it is created so leaders work with live metrics.
Sales
Quote to Order Automation
Reps convert approved quotes into ERP orders with one click, eliminating re keying.
Live Price and Stock Insight
Real time ERP pricing and inventory appear inside the quote.
360 Account View
Finance and support data surface in CRM for full context.
Marketing
Campaign ROI with Revenue
Invoice totals flow back to campaigns so marketers prove real profit.
Lead Score Feedback Loop
Converted deals automatically boost scores in nurture journeys.
Behavior Triggered Journeys
Purchase events fire relevant emails and ads, increasing loyalty.
Customer Support
360 Case Context
Agents see order, invoice, and shipping data inside tickets.
RMA and Warranty Automation
Approved returns create RMA orders and labels automatically.
Proactive Renewal Tasks
Expiring contracts spawn renewal tasks weeks ahead.

Free Proof of Concept for your Zoho CRM Integration

Not sure how the Zoho CRM integration would work on your own systems? Test before you buy!
See the Zoho CRM integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We’re happy to demonstrate how Flowgear’s enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.
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Frequently used with

Amazon Web Services
ConnectWise Manage
Datto Autotask (formerly Autotask PSA)
Flowgears REST Request
Flowgears Web Request
FreshBooks
Google Sheets
Magento
Microsoft Azure
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 Finance
Microsoft Excel
Microsoft SQL Server
Microsoft Teams
Oracle NetSuite
PaySpace
QuickBooks Online
Sage
Sage 200 Evolution
Sage Pastel Partner
SAP
SharePoint Online
Shopify
Slack
SYSPRO
Takealot.com
WooCommerce
Workday
Xero
Zendesk
BlackBaud Raisers Edge
Ebay
Flowgear Enterprise API
Jira Integration
Plytix

Need a specific integration?

We’re able to use our technology connectors or RPA (Robotic Process Automation) to integrate to any product that has an API, SDK, database, website or even desktop app.

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How to videos

Using the generic Rest Request Connector
Use Case: Consume an open API definition (Swagger) to expose it's capabilities using Flowgear's generic Rest Request Connector.
Using the generic Web Request Connector
Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear's generic Web Request Connector.
Enterprise API to ConnectWise Manage
Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear's Enterprise API.

Help Articles

Zoho CRM

Provides integration with Zoho CRM via its REST API.

Read more

Benefits of using this connector

Integrations quickly become a critical component in a business so stability is incredibly important.

Third Party endpoints like Zoho CRM are frequently updated, which if unmanaged, can result in downtime. Hand-coded integrations require frequent review or dependence on a third party integrator making it difficult to avoid breaking changes.
The Flowgear Zoho CRM is a robust wrapper around the underlying API or database and new versions of this Connector are shipped as the vendor releases updates. This approach minimizes overhead and ensures integrations remain functional across vendor product updates.

Avoid complex API documentation, deliver solutions in 25% of the time compared to hand code.

Each Flowgear connector includes a set of Samples.

These samples visually surface all the features, objects and fields made available by the Zoho CRM API, including any customized objects.

Example: “Create Contact” quickly filter through 3500 Salesforce Objects.

See Video - Salesforce Samples
  • Avoid down-time or disruption caused by brittle hand coded solutions or plug-ins
  • Connectors and workflows are frequently updated and maintained
  • Speed of deployment – 75% faster than hand coding
  • All your current and future integrations are built and maintained on one platform
  • Achieve a conservative cost reduction of between 40% – 60% as compared with a hand coded equivalent
  • Empowers non-technical team members to understand and contribute to the process
  • Let Flowgear handle automation so you can focus on growing your business
  • Improve security, reliability and control the process end-end
  • Automate acquisition of data from any app, service, file, or database
  • Code-free, visual mapping of data
  • No FTP or file -based intermediaries
  • Data is encrypted in transit and at rest
  • Integrate with both on-premises and cloud-based systems (or a hybrid thereof)
  • Secure, API-led platform, 100% compliant with GDPR and other data privacy laws
  • Automatically update contact information with your e-commerce portal
  • Automatically capture sales orders from your e-commerce portal
  • Improving quoting and ordering with your accounting system
  • Synchronize product information with your inventory system
  • Allow for simple integration to many popular applications that aren’t natively supported by Zoho
  • Connect multiple apps with a single trigger in Zoho CRM

Shared Workflows examples

Zoho Demo - Contacts Sync Example

View shared workflow

Zoho Demo - Order Sync Example

View shared workflow

Flowgear excels against Magic Quadrant leaders

See what Gartner and G2 Crowd have to say.

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Flowgear - Workflows

Flowgear’s integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database

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