Uniconta and Zoho CRM Integration
Uniconta with Zoho CRM
Integration Endpoints
- ACCOUNT
- CONTACT
- PRODUCT
- SALES QUOTATION
- SALES ORDER
- INVOICE
- Customer will be synced back to Zoho Crm along with customer details which includes their billing and shipping addresses, contact information under Accounts in Zoho CRM.
- Customer/Accounts sync works bi-directionally. Existing customer details can be sync back and forth to Uniconta.
- Contacts defined in Uniconta will be synced back to Zoho CRM under Contact in Zoho CRM. Contact will be added as Contact Person in Zoho linked with the accounts related with that contacts.
- ERP Items can be Synced with all its details to Zoho under Products.
- One Price List in Uniconta will be mapped as the standard price in CRM
- All the Zoho CRM Sales Quotes for any Account will be synced with all line item details as Uniconta Sales Quotations for further Order processing.
- The Zoho CRM Sales Orders with its current status will be synced as Uniconta Sales Orders. Items selected, tax, billing, shipping address, due date, etc. of the Sales Order will be synced in Uniconta.
- Uniconta Invoices will be synced under Invoice section in Zoho CRM.
Integration Resources
Webinar: Integrating Zoho CRM with Microsoft Dynamics NAV ERP – APPSeCONNECT
APPSeCONNECT recently organized a webinar titled ‘Zoho Integration with Microsoft Dynamics NAV through APPSeCONNECT’. Check out the video and round-up blog now.
Why and How to Integrate Zoho CRM with Zoho Reports
The users of Zoho CRM already know that it has a built-in reporting and dashboard feature. However, if they have seen the capabilities of Zoho Reports then it would be easy to understand the entire vicinity of data analysis. Now, let’s see how we can integrate Zoho CRM with Zoho Reports!
What is the Easiest Way to Migrate from Zoho CRM to Salesforce?
Both Zoho CRM and Salesforce CRM are leading Cloud based CRM Platforms in the market where Salesforce Automation is offered as Software as a Service (SaaS). Often SMEs choose Zoho CRM because it is easy to use with lower cost and their requirements are pretty much straight forward. As the Zoho CRM usage increases, the need for Sales and Marketing Automation arise. It is this point that the organizations plan for a change and the easiest option that they get is Salesforce CRM. Here is the easiest way to migrate from Zoho CRM to Salesforce CRM.
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