Zoho CRM integration

Zoho’s CRM for leads, contacts, deals, sales automation and reports. Connect Zoho CRM to OLODESK and use it in the apps and automations your business runs on.

Start free How to connect

Category: CRM & sales

Popular ways to use Zoho CRM

Start with one of these, or describe your own.

Leads converted when they buy

A Zoho CRM lead that books or pays is converted to a contact and deal, with the details carried over.

Unsigned quotes get a task

Zoho CRM tasks are created for the deal owner when a quote sent by link goes unsigned for a few days.

Clients check quotes in your portal

Clients sign in to your portal to see their quotes and orders from Zoho CRM, with your logo on top.

How to connect Zoho CRM

Request Zoho CRM
In your portal’s Integrations tab, press Request access next to Zoho CRM. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.
Connect your account
Sign in to Zoho CRM, or paste the access key from your account.
Describe what you need
OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your Zoho CRM data in ChatGPT. AI on OLODESK

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