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The 10 Most Popular Zoho CRM Integrations
A CRM gets more useful with every tool it talks to. These are the ten integrations teams most often add to Zoho CRM, what each one brings, and how to set one up.
The ten integrations
- Google Workspace
- Gmail conversations are tracked and logged on the CRM record.
- Microsoft 365
- The same for Outlook, so email history sits next to the deal.
- Mailchimp
- Run and monitor email campaigns from the contacts already in the CRM.
- Slack
- Real-time conversation about a record, started from the record.
- QuickBooks
- Invoicing, payment tracking and financial reporting, kept current.
- WhatsApp, through Twilio
- WhatsApp conversations logged on the contact like any email.
- Shopify
- Customer purchases and order history visible inside Zoho CRM.
- Zapier
- Connects the apps that have no direct integration of their own.
- Zoom
- Meetings scheduled straight from a CRM record.
- Zoho Books
- Invoices and payments from the Zoho side of the business.
Some of these are free. Others need a paid plan, or a third-party connector such as Zapier.
What connecting them gives you
- One customer view
- Data from several platforms combined on one record.
- Less manual work
- Workflows synced between Zoho CRM and the other tools.
- Deeper reporting
- Zoho Analytics or Power BI on top of the combined data.
- Current data
- Changes in the connected tools flow into the CRM as they happen.
How to set one up
You need a Zoho CRM account and admin access to the app you are connecting, such as Gmail or QuickBooks.
- 01Open the Zoho Marketplace and find the integration, for example Zoho CRM and Mailchimp.
- 02Click Install, authorize access, and set your preferences for syncing and automation rules.
- 03Log in to the other app from the integration panel in Zoho CRM.
- 04Map the fields that match between the two systems, such as email and company name.
- 05Choose the modules to sync, such as Leads, Contacts, Deals, Emails or Events, then set how often they sync and which side wins a conflict.
Are these integrations free?
Some are. Others need a paid plan or a third-party connector such as Zapier.
Can I use several integrations at once?
Yes. Zoho CRM runs several at the same time, within what your subscription plan allows.
What if the data does not sync properly?
Check the integration settings and the field mapping first. Most problems are fixed there, and the rest through Zoho support.
How secure are they?
Each one is authorized through a secure protocol and follows Zoho's compliance standards for data.