Zoho Integration module for Perfex CRM

Note: This is a module for Perfex CRM. Not a standalone script.

Brief description

Zoho Integration Module seamlessly integrates with Zoho to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Zoho and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Zoho and your system.

Demo

Zoho Integration Demo

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

Changelog

Version 1.0.0 / 2024-12-26 Initial version Version 1.0.3 / 2026-06-08 Added legacy data migration support for individual Zoho organizations. Added Region selection option for Zoho integration settings. Enhanced customer synchronization by updating existing Zoho customers when matching customer names are found in CRM. Improved product synchronization by supporting item name synchronization. Corrected integration labels from "QuickBook" to "Zoho". Fixed automatic synchronization issues. Fixed customer synchronization from CRM to Zoho. Fixed invoice synchronization from Zoho to CRM where item names were missing. Fixed Zoho multi-organization synchronization error requiring CompanyID/CompanyName during customer sync. Fixed various minor issues to improve synchronization stability and reliability. Version 1.0.4 / 2026-07-28 Fixed various minor issues.