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.
