What a configuration could hand over
When the whole suite is from one vendor, it pays to deliver the configuration in a form the other modules can take over. So the fields are agreed during implementation in a way that lets the same numbers carry on into the quote and the invoice without being retyped.
Leads
A new enquiry could arrive in the Leads module with contact details and a summary of the configuration, ready to be converted into a Contact, Account and Deal.
Deals
For a customer you already have, the configuration could create a Deal directly, with the amount taken from the calculated price, at the stage you choose.
Quotes with line items
If the configurator’s options correspond to records in the Products module, a Quote with line items could be prepared too, which Zoho can carry on to a sales order and an invoice.
Custom fields
Dimensions, material and the 3D view link could go into custom fields in both Leads and Deals, linked through the lead conversion mapping.
What we need to connect it
Access would run through an OAuth 2.0 client registered in the Zoho API Console, with scopes for the modules it needs and no others.
Your account’s data centre matters: an account on zoho.eu has its own API addresses, and both authorisation and calls have to go there.
Together we go through the modules, layouts and mandatory fields, so a write does not fail on a field your layout requires.
Testing could happen in a Zoho CRM sandbox if your edition includes one, otherwise on clearly labelled test records.
Worth deciding up front
- Zoho meters API calls in credits per 24 hours by edition and number of licences; the free edition has 5,000 credits. Converting a lead through the API costs more credits than an ordinary write.
- If you also use Zoho Books or Zoho Inventory, we decide whether line items and prices stay in the CRM or are picked up by another app in the suite.
- The Deal amount’s currency should match the price list currency in the configurator; with several currencies in Zoho we agree which one is written.
Questions about this connection
Will an enquiry start as a lead or go straight to a deal?
Whichever suits you. A common setup creates a Lead and leaves qualification to the salesperson; for existing customers the configuration could go straight to Deals.
Can a configuration become a quote inside Zoho?
If your configurator options exist as products in the Products module, a Quote with line items could be created. How options translate into products is designed during implementation.
Our account is in the EU data centre. Is that a problem?
The EU data centre is not a problem, the connection just has to use your data centre’s addresses. We confirm this while setting up access.
Other integrations
Put Zoho CRM to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.