System integration: make your tools talk to each other
Data entered once, in the right system, and everywhere else automatically.
When your CRM, accounting software, payment gateway, website and apps don't share data, people fill the gap by retyping, and retyping causes errors, delays and arguments about whose numbers are right. We design and build integrations that move data automatically and reliably, with monitoring and logs, so you know when something goes wrong before your customers do.
Integrations we build most often
Zoho CRM
- With
- Zoho Books
- Typical result
- Quotes and invoices from won deals; payment status visible to sales
Zoho Books
- With
- Razorpay, Zoho Payments
- Typical result
- Invoice payments recorded and reconciled automatically
Website and landing pages
- With
- Zoho CRM, HubSpot, Salesforce
- Typical result
- Every enquiry captured with its source
Google Ads, Meta lead forms
- With
- CRM
- Typical result
- Ad leads in the CRM instantly; conversions reported back
WhatsApp Business
- With
- CRM, support tools
- Typical result
- Conversations on the customer record
E-commerce store
- With
- Zoho Books, Zoho Inventory
- Typical result
- Orders, stock and GST invoices in sync
Your application
- With
- Payment gateways, SMS and email providers, accounting
- Typical result
- Payments, notifications and accounting without manual steps
Legacy or in-house systems
- With
- Modern apps
- Typical result
- Data shared through APIs or scheduled file exchange
| Connect | With | Typical result |
|---|---|---|
| Zoho CRM | Zoho Books | Quotes and invoices from won deals; payment status visible to sales |
| Zoho Books | Razorpay, Zoho Payments | Invoice payments recorded and reconciled automatically |
| Website and landing pages | Zoho CRM, HubSpot, Salesforce | Every enquiry captured with its source |
| Google Ads, Meta lead forms | CRM | Ad leads in the CRM instantly; conversions reported back |
| WhatsApp Business | CRM, support tools | Conversations on the customer record |
| E-commerce store | Zoho Books, Zoho Inventory | Orders, stock and GST invoices in sync |
| Your application | Payment gateways, SMS and email providers, accounting | Payments, notifications and accounting without manual steps |
| Legacy or in-house systems | Modern apps | Data shared through APIs or scheduled file exchange |
How we build integrations
- Map the data: which system owns each piece of data, and which way it should flow.
- Choose the method: a native connector, Zoho Flow or Zapier, or a custom API integration, based on volume, logic and reliability needs.
- Design for failure: retries, duplicate protection, error alerts and a log of every transfer.
- Secure it: credentials stored securely, least-privilege API access, encryption in transit.
- Test with real data in a sandbox before going live.
- Document and hand over: what moves where, how to monitor it, and how to fix common errors.
Frequently asked questions
[1]Native connector or custom integration?
Native connectors are quicker and cheaper when they do what you need. Custom integrations make sense when you need specific logic, high volumes or systems with no connector. We'll tell you which and why.
[2]What if one system changes its API?
Monitoring and logging show failures immediately. Under a support arrangement, we update the integration; otherwise our documentation lets your team or another developer do it.
[3]Can you integrate with Tally?
Many businesses ask this. In most cases, moving the accounts to Zoho Books is simpler and more reliable than integrating with Tally. Where Tally must stay, we'll assess what's possible for your version and setup.
Let's build something that works.
Tell us what you're trying to fix. The first consultation is free.