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Uniconta and Zoho CRM Integration

Uniconta and Zoho CRM integrations made easy with APPSeCONNECT’s modern iPaaS. The Uniconta and Zoho CRM connector can automate critical business processes and streamline your organizational data efficiently.

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Uniconta with Zoho CRM

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UNICONTA + ZOHO CRM

Integration Endpoints

ACCOUNT

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.

CONTACT

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.

PRODUCT

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

SALES QUOTATION

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.

SALES ORDER

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.

INVOICE

Uniconta Invoices will be synced under Invoice section in Zoho CRM.

Integration Resources

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Organizations are Transforming Customer Experience Through Integration

PRANA Organics successfully automated their entire business cycle by integrating their ERP with other applications and saved valuable time and effort.

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Josie Maran Cosmetics efficiently managed thousands of orders per week and automated business processes with APPSeCONNECT’s seamless integration capabilities.

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Richardson improved efficiency in sales and inventory management, streamlined their operation and unlocked efficient B2B integration through APPSeCONNECT.

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