Integrations & Reporting
Connect your Zoho apps. See the full picture.
We integrate CRM with Bookings, Campaigns, Creator, Desk, and third-party tools — then build the dashboards and reports that actually answer your questions.
What we build
- CRM ↔ Zoho Bookings, Campaigns, Creator, Desk, Projects, and Invoice connections.
- Third-party API integrations (Stripe, QuickBooks, Supabase, custom webhooks).
- Zoho Analytics dashboards with cross-module data sources.
- Scheduled and triggered reports for pipeline, revenue, and ops metrics.
One dashboard for your full stack.
Who this is for
- Businesses using 3+ Zoho apps that don't talk to each other.
- Teams that need one dashboard to see sales, service, and delivery metrics.
- Owners who want real-time visibility instead of monthly manual reports.
- Companies connecting Zoho to external systems like accounting or databases.
Typical problems
- Data lives in silos — CRM knows the deal, Desk knows the ticket, nobody sees both.
- Reports require exporting CSVs and manual spreadsheet work.
- Third-party tools (Stripe, QuickBooks) do not sync to CRM automatically.
- Nobody trusts the numbers because data sources are inconsistent.
Deliverables
- Configured integrations between Zoho apps with field mapping and sync rules.
- Third-party API connections with error handling and logging.
- Zoho Analytics dashboards for pipeline, revenue, utilization, and custom KPIs.
- Scheduled report delivery to stakeholders.
- Integration documentation with data flow diagrams.
Example outcomes
- Single dashboard showing sales pipeline, active projects, and support tickets.
- Real-time revenue sync between CRM and accounting.
- Booking confirmations auto-create CRM contacts and deals.
- Monthly reporting goes from a full day of work to a saved link.
FAQ
Answers to the common questions teams ask before we start.
Can you connect Zoho to tools outside the Zoho ecosystem?
Yes. We use Zoho Flow, webhooks, and direct REST API calls. Common integrations include Stripe, QuickBooks, Supabase, Slack, and custom databases.
What if we do not have Zoho Analytics?
We can build reports within CRM's built-in reporting. But for cross-app dashboards, Analytics is worth the addition and we'll help you evaluate it.
Do you build Zoho Creator apps?
Yes. If your workflow needs a custom portal, form, or approval app beyond what CRM provides, Creator is often the right tool and we build those.
Ready to move faster?
Book a consultation
Schedule a 30-minute call to map your operations and build a quick-win plan for automation.