Third-Party Integration
Third-party integrations with Google Drive, WhatsApp, and Xero seamlessly connect Zoho applications, automating workflows and boosting productivity.
Using APIs, webhooks, and no-code tools like Zapier and Zoho Flow, businesses can integrate data and streamline processes without complex technical setups.
From auto-logging RingCentral calls to automating contract signing with DocuSign, these integrations enhance accuracy, collaboration, and efficiency.
By reducing manual tasks, companies can focus on growth and create customized workflows that remove silos, enabling faster and more efficient operations.
WHY WE ARE THE BEST
Advanced API Integrations for Tailored Business Solutions
Zoho Marketplace Pre-Built Integrations
We offer ready-made integrations for popular apps like Xero, Google Drive, and WhatsApp through Zoho Marketplace.
Businesses can easily install and configure these integrations in minutes without needing any coding.
For instance, we provide businesses with the ability to sync Xero with Zoho Books for automated financial updates, streamlining accounting tasks.
Zoho Flow: Custom Integration Workflows
We provide Zoho Flow to create automated workflows between Zoho and third-party apps. With our drag-and-drop tools, businesses can connect platforms like Calendly or HubSpot without writing any code. Example, when a meeting is scheduled in Calendly, Zoho CRM automatically creates a lead and logs the appointment, improving workflow efficiency.
API Integration for Advanced Needs
We offer APIs for custom integrations, allowing businesses to connect Zoho apps with third-party platforms.
Our API solutions provide deep customization and advanced workflows, such as linking Zoho CRM with RingCentral for call logging and real-time updates, ensuring smooth communication processes within businesses.
Webhooks for Event-Based Automation
We provide webhooks to enable real-time communication between Zoho Apps and external services.
Businesses can configure triggers in Zoho CRM to send data to platforms like Pandadoc or DocuSign. For example, when a deal is closed in Zoho CRM, a webhook triggers document generation in Pandadoc, automating the entire process.
Zoho Extensions for Popular Apps
We offer Zoho Extensions that integrate popular apps like DocuSign, OneDrive, and Digify seamlessly into Zoho’s ecosystem. These extensions are easily configurable through user-friendly interfaces. For example, we provide legal firms with the ability to integrate DocuSign into Zoho Contracts for efficient e-signature workflows, saving time on contract management.
Zapier for No-Code Integrations
We provide Zapier to bridge Zoho with non-native apps for simple, no-code integrations.
This solution makes integrations accessible to businesses that use a variety of services.
For instance, we enable workflows that connect Zoho Desk with Slack to notify teams of new support tickets, ensuring timely responses and collaboration.
Custom Functions and Scripts in Zoho Apps
We offer Zoho’s Deluge scripting language to build custom functions and logic-driven integrations. These scripts help businesses automate and customize workflows across Zoho apps and external services. For example, we provide businesses with the ability to auto-sync files from OneDrive to Zoho WorkDrive based on user-defined rules, streamlining file management.
Zoho Partner Assistance
We provide expert assistance through Zoho Partners, such as consultants and developers, who can design and implement complex integrations tailored to specific business needs. For example, we offer businesses the expertise of Zoho Partners to set up a complete CRM and marketing workflow using HubSpot and Zoho CRM for seamless customer management.
services
Third-Party Integration types
Xero
Seamless Financial Sync with Zoho Books Integrate Xero with Zoho Books for real-time financial updates. For example, a consultancy can sync client invoices and expenses between platforms, ensuring error-free bookkeeping and up-to-date financial reports.
Google Drive
Centralized File Management with Zoho WorkDrive Sync Google Drive with Zoho WorkDrive to manage files efficiently. A marketing agency can access shared campaign assets directly within Zoho Projects, enabling streamlined collaboration without switching platforms.
Real-Time Customer Interaction via Zoho CRM Integrate WhatsApp with Zoho CRM to engage customers where they are most active. For instance, an e-commerce store can send order confirmations and support updates through WhatsApp, boosting customer satisfaction.
DocuSign
Simplified Document Signing with Zoho Sign Connect DocuSign with Zoho Sign for smoother contract handling. A real estate agency can automate lease agreements, enabling clients to sign documents digitally and securely from anywhere.
Calendly
Streamlined Appointment Booking with Zoho CRM Integrate Calendly with Zoho CRM to auto-sync appointments. For example, a coaching service can have client bookings update directly in their CRM, ensuring no missed meetings or scheduling conflicts.
RingCentral
Unified Communication via Zoho Desk Link RingCentral with Zoho Desk for seamless call handling. A SaaS company can log support calls directly in Zoho Desk, associating them with tickets for a unified customer support experience.
Pandadoc
Effortless Proposal Management with Zoho CRM Integrate Pandadoc with Zoho CRM for efficient proposal creation. A consulting firm can auto-fill client data from CRM into proposals, streamlining the sales cycle and reducing manual effort.
Annature
Digital Signatures with Zoho Contracts Connect Annature with Zoho Contracts for secure electronic signatures. A legal firm can finalize contracts digitally, saving time and ensuring compliance with industry standards.
Digify
Secure File Sharing via Zoho WorkDrive Integrate Digify with Zoho WorkDrive for secure sharing. For instance, a startup pitching to investors can use Digify’s encryption and tracking features to safeguard sensitive presentations.
OneDrive
Enhanced File Access with Zoho Projects Sync OneDrive with Zoho Projects for centralized document access. A construction company can store blueprints in OneDrive while accessing and sharing them directly through Zoho Projects.
HubSpot
Unified Sales and Marketing with Zoho CRM Integrate HubSpot with Zoho CRM to synchronize sales and marketing efforts. A SaaS company can track leads in Zoho CRM while running targeted campaigns via HubSpot, ensuring cohesive customer journeys.