Zoho Deal Sync

Synchronise your Zoho prospect management with simPRO.

Integrate Zoho’s more advanced sales and pipeline management/reporting
with simPRO’s
superior operational workflow.

  • Automatically creates customer and associated contact details in simPRO when a Lead is converted to a Contact, Account or Deal in Zoho.
  • Quotes created in simPRO generate a Deal in Zoho with the associated quote number.

  • When a quote is saved in Simpro, the Deal in Zoho is updated with the cost, sell price, gross profit (as £ and %) against each cost centre, along with description of works from ‘info’ field.

  • Hard copy quotations generated in Simpro are synchronised with Zoho into the Deal attachments.

Zoho Deal Sync integration for simPRO enhances visibility of management information.
  • Enables generation of sales order value reports in Zoho that include all project orders, maintenance contracts, variations and linked variations, call outs and repairs in simPRO.

  • Enables customer analysis such as win/lose, quote value and quote gross profit in Zoho .

  • Opens the possibility of further automation within Zoho based on live updates from simPRO.

  • Hard copy quotations generated in Simpro are synchronised with Zoho into the Deal attachments.

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