Why connect ZOHO with Ziggu?
ZOHO is a powerful ecosystem for CRM, documents, and invoicing.
Ziggu takes over where ZOHO stops - by structuring all client communication after the deal is signed.
With this integration, you can sync contact and deal data from ZOHO CRM, push documents to the client portal, and even sync invoices - so that your customers have everything they need, in one place.
No duplicate uploads. No extra emails. Just one seamless experience from first contact to project delivery.
Main benefits of the integration
- Sync deals to projects
A closed deal in ZOHO CRM becomes a Ziggu project, complete with contacts and context. - Keep documents centralized
Share documents from ZOHO automatically with the right client and category in Ziggu - no back-and-forth needed. - Sync invoices automatically
Push invoices from ZOHO to Ziggu’s Financials section - customers receive notifications and can track payments easily. - Save time and reduce errors
Eliminate double entry, manual uploads, and disjointed tools. Your teams stay aligned, your clients stay informed.
How it works
Choose the flow(s) that fit your business best:
ZOHO CRM integration
- Sync contacts and deals from ZOHO to Ziggu
- Automatically create Ziggu projects when a deal reaches a chosen status
- Linked clients are added to the correct project in Ziggu
Document sync
- Files stored in ZOHO are synced to Ziggu
- Documents are matched to the right project, client, and category
- Customers get notified when new files are available
Invoice sync
- Invoices from ZOHO are pushed to Ziggu's Financials or Documents module
- Clients can view and track invoice status within their portal
Whether you're using one or all of these features, the integration runs on an hourly schedule - keeping everything up to date without manual work.
