Xevort Technology

Zoho Integration

Zoho integration services that keep every system in sync.

We connect Zoho apps to each other and to the payment, messaging, commerce and in-house systems your business runs on, so data is entered once and trusted everywhere.

Plan an IntegrationSee What We Connect

Integration map

In sync
  • CRM
  • Books
  • Desk
  • Inventory
Xevort
  • Shopify
  • Razorpay
  • WhatsApp
  • Workspace

Entered once

Synced both ways

Errors alerted

Why integrate

Disconnected tools cost you time and accuracy.

When systems don't share data, people fill the gaps by hand. Here are some common examples.

  • The same customer typed into three systems

    One record created once and shared with every app that needs it

  • Payments land, but invoices still say unpaid

    Gateway events update Zoho Books and the CRM within moments

  • Store orders exported to spreadsheets every evening

    Orders, stock and customers flow into Zoho as they happen

  • Scripts that break silently when an API changes

    Logged, monitored integrations with retries and alerts

What we connect

Three ways to connect your business.

Many projects use a mix: native Zoho links, official third-party connectors and custom code where nothing off the shelf fits.

01

Zoho to Zoho

Native connections between Zoho apps, configured so each team sees the data it needs.

  • CRM deals to Books invoices
  • Desk tickets with CRM context
  • Inventory stock in quotes and orders
  • Analytics across every app
Running several apps? See Zoho One

02

Third-party apps

Official connectors and API integrations for payments, messaging, online stores and office tools.

  • Payment gateways and payment links
  • WhatsApp and SMS notifications
  • Store orders and customers
  • Google Workspace and Microsoft 365

03

Custom APIs & webhooks

When no connector exists, we build one against Zoho's REST APIs and your system's API.

  • In-house software and ERPs
  • Two-way record sync
  • Webhook receivers and middleware
  • Scheduled and event-driven jobs

Common integrations

Tools we can connect to Zoho.

Each Zoho app supports its own set of connectors. We confirm what's officially available for your apps and edition before we design anything.

Delivered by Xevort Officially supported

Payments

  • Razorpay
  • Stripe
  • PayPal
  • Paytm
  • Square

Messaging

  • WhatsApp
  • SMS gateways
  • Slack
  • Microsoft Teams
  • Telegram

Commerce

  • Shopify
  • WooCommerce
  • eBay
  • Etsy
  • UPS
  • FedEx

Productivity

  • Google Workspace
  • Microsoft 365
  • Zoom
  • DocuSign
  • Dropbox

Marketing

  • Google Ads
  • Facebook Ads
  • LinkedIn
  • Mailchimp
  • Google Analytics

Dev & data

  • GitHub
  • Jira
  • QuickBooks
  • Xero
  • Snowflake

APIs & webhooks

No connector? We build one.

Custom integrations are written, tested and documented like any other software, so they keep working after we hand them over.

  • Zoho REST APIs

    Read and write records across Zoho apps with OAuth-secured calls.

  • Webhooks

    Push events out of Zoho, or receive them from gateways and stores.

  • Deluge & connections

    Server-side scripts that call external APIs through managed connections.

  • Middleware services

    Small backend services for queues, heavy volumes or complex mapping.

  • Retries & alerts

    Failed syncs are logged, retried and reported to the right person.

  • Secure by default

    Scoped credentials, least-privilege access and no secrets in plain text.

payment_received.deluge
1// Razorpay webhook → Zoho Books + CRM
2payment = payload.get("payment");
3invoice = zoho.books.getRecords("invoices", orgId, query);
4if (invoice.size() > 0) {
5  zoho.books.createRecord("customerpayments", orgId, record);
6  zoho.crm.updateRecord("Deals", dealId, {"Stage": "Paid"});
7}
8invokeurl [ url: whatsappApi  type: POST  connection: "whatsapp" ];

Payment logged

Deal updated

Customer notified

Example flows

What connected systems look like day to day.

Online order to invoice

  1. Shopify order
  2. Stock reserved
  3. Invoice raised
  4. WhatsApp update

Payment to closed deal

  1. Razorpay payment
  2. Payment recorded
  3. Deal marked paid
  4. Receipt emailed

Web enquiry to first call

  1. Form submitted
  2. Lead assigned
  3. SMS to sales rep
  4. Call scheduled

Ticket to product fix

  1. Bug reported
  2. Task created
  3. Team alerted
  4. Feedback survey

How we work

Integrations planned, built and watched after launch.

  1. 01

    Map the systems

    List every app, the data it owns and who relies on it.

  2. 02

    Design the flow

    Agree triggers, field mapping, direction and error handling.

  3. 03

    Build & secure

    Configure connectors or write the code, with scoped credentials.

  4. 04

    Test with real data

    Run edge cases in a sandbox before anything touches live records.

  5. 05

    Monitor & support

    Logs, alerts and documentation, with ongoing support where agreed.

Case study

Logistics & Supply Chain

Faster Order Processing & Real-Time Stock Visibility

Zoho CRMZoho BooksZoho Inventory

The challenge

Sales enquiries, stock calculations and invoicing were handled by hand across three separate systems, so invoices went out late.

What we built

We set up Zoho CRM connected to Zoho Books and Zoho Inventory, with Deluge triggers that reserve stock as soon as a deal is won.

Discuss a similar integration

Related Zoho services

Popular apps

FAQ

Zoho Integrationquestions, answered.

Straight answers on setup, migration, integrations and timelines before you start.

Still have questions?

Tell us about your Zoho Integration setup and our team will get back to you.

Ask our teamsupport@xevort.com

Other Zoho apps, payment gateways, WhatsApp and SMS providers, online stores, Google Workspace, Microsoft 365 and any in-house system with an API. Where Zoho already offers an official connector we configure it; where it doesn't, we build one.

Both, depending on the job. Zoho Flow suits standard app-to-app triggers. Deluge functions, webhooks and small backend services suit integrations that need custom logic, high volumes or retries.

About Zoho Flow

Yes. We use Zoho's REST APIs and webhooks, together with your system's API, to sync records in one or both directions, with authentication, field mapping and error handling agreed up front.

We build in logging, retries and alerts so a failed sync is caught and reported instead of silently dropping data, and we document how your team can check and re-run it.

Yes. We review what exists, find where data is breaking or duplicating, and either repair the current setup or rebuild it on a cleaner pattern.

This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.

Free Zoho consultation

Ready to connect your systems?

Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.

  • Reply within 1 business day
  • New or existing Zoho setups
  • Fixed-scope proposals
Talk to a Zoho ExpertAll Zoho Solutions