Clarity Connect integration
Zoho Integration
Connect Zoho CRM and the Zoho apps around it to your ERP, online store and payment systems, so every team quotes from the same prices and customer records.
What Zoho integration covers
Zoho makes a family of business apps. Most integrations start with Zoho CRM, where sales manages leads, accounts and deals, and some also reach Zoho Books for accounting or Zoho Inventory for stock. Integration links those apps to the systems Zoho doesn't replace: the ERP that owns items and invoices, the store where customers order and the gateway that takes payment.
Records synced with Zoho CRM
- Leads
- Contacts and accounts
- Deals
- Products and price books
- Quotes
- Sales orders
- Invoices
- Vendors and purchase orders
How the Zoho connection works
Zoho CRM API version 8
Zoho CRM's current REST API is version 8. Each standard module, including Leads, Contacts, Accounts, Deals, Products, Quotes, Sales Orders and Invoices, takes the same create, read, update and delete calls, up to 100 records per insert. Bulk APIs handle larger jobs, and COQL, a SQL-style query language, finds records by field values.
Your Zoho data center sets the address
Zoho keeps each account's data in one regional data center: US, EU, India, Australia, China, Japan or Canada. Calls have to go to that center's own API domain, which Zoho returns when the integration is authorized, so an EU account's data is read from and written to Zoho's EU service.
Notified of changes, not polling for them
Zoho CRM's Notification APIs alert a subscriber when data changes, so a new deal or an edited account can move to the ERP as soon as it's saved. Stock counts and price changes heading back to Zoho tend to run on a timer instead.
Zoho CRM sells; the ERP keeps the books
Where an ERP owns items, prices and invoices, Connect carries order history and invoice status back onto the Zoho account and sends confirmed sales orders to the ERP. If Zoho Books is also in use, discovery decides which app issues invoices so the two never both write the same record.
See Clarity Connect move an order
Watch an online order travel into the ERP and its status come back in our Clarity Connect demo, or book a live walkthrough on your own systems.
Systems we connect to Zoho
Clarity Connect has connectors for each of these. We've written up Zoho CRM with NetSuite, Zoho with SAP and Cybersource with Zoho. For the rest, the linked names go to that system's own integration page.
eCommerce platforms
- 3dcart (Shift4Shop)
- Adobe Commerce (Magento)
- AspDotNetStorefront
- BigCommerce
- Clarity eCommerce
- EKM
- nopCommerce
- PrestaShop
- SAP Commerce Cloud (Hybris)
- Shopify
- Shopware
- Volusion
- WooCommerce
- X-Cart
- Znode
Marketplaces
- Amazon Fulfillment
- Amazon Marketplace
- Amazon Seller Central
- eBay
- Etsy
- Walmart Marketplace
- Wayfair
ERP and accounting
- Acumatica
- Brightpearl
- Dynamics 365
- Dynamics AX
- Dynamics GP
- Dynamics NAV
- Epicor
- Epicor Eclipse
- Epicor ERP 10 (now Kinetic)
- Epicor ERP 9
- Epicor Kinetic
- Epicor Prophet 21
- FreshBooks
- Hermes
- Infor
- Infor CloudSuite
- Kashflow
- Linnworks
- NetSuite
- Odoo
- Oracle
- Oracle EBS
- Oracle Fusion
- Oracle JD Edwards
- QuickBooks
- Sage 100
- Sage 200
- Sage 300
- Sage 50
- Sage Intacct
- Sage X3
- SAP
- SAP Business ByDesign
- SAP Business One
- SAP Concur
- SAP ECC
- SAP S/4HANA
- SYSPRO
- Xero
- Zoho Inventory
CRM
- Agile CRM
- Dynamics CRM
- HubSpot
- Pipedrive
- Podio
- QuoteWerks
- Salesforce
- Salesforce Marketing Cloud
- Streak
- SugarCRM
- Zendesk
Payments
- Authorize.net
- BNG
- BridgePay
- Chase Orbital Paymentech
- Cybersource
- Fiserv (First Data)
- GoCardless
- Heartland
- Opayo (formerly Sage Pay)
- Payeezy
- Payoneer
- PayPal
- PayTrace
- Stripe
- Worldpay (formerly Vantiv)
Shipping and freight
- A. Duie Pyle
- AAA Cooper Transportation
- ABF Freight System
- Averitt Express
- Day & Ross
- Daylight Transport
- Dayton Freight Lines
- DHL
- DPD
- Estes Express Lines
- FedEx
- FedEx Freight
- Oak Harbor Freight Lines
- Parcelforce
- Pitt Ohio
- R+L Carriers
- Roadrunner Freight
- Saia
- ShipStation
- Southeastern Freight Lines
- TForce Freight (UPS Freight)
- TNT (FedEx)
- UPS
- USPS
- Werner Enterprises
- XPO
Content management
- DNN
- dotCMS
- Drupal
- ExpressionEngine
- Joomla
- Kentico
- Sitecore
- Sitefinity
- WordPress
Marketing automation
- Act-On
- ActiveCampaign
- Adobe Marketo Engage
- ClickDimensions
- Ontraport
- Salesforce Account Engagement (Pardot)
- SharpSpring
- Dotdigital (formerly dotmailer)
- Elastic Email
- Mailchimp
- Mailjet
- Microsoft Exchange
- SendGrid
- SMTP2GO
Social media
- X (Twitter)
- YouTube
Analytics
- Google Analytics
- Google Tag Manager
- Qualtrics
File storage
- Amazon S3
- Box
- Dropbox
- Google Drive
- Google Workspace (G Suite)
- OneDrive
Databases
- Amazon RDS
- Amazon Redshift
- Microsoft SQL Server
- MySQL
- PostgreSQL
EHR and EMR
- eClinicalWorks
- Epic
- LabVantage LIMS
- LabWare LIMS
- PioneerRx
- STARLIMS
- Thermo Fisher SampleManager LIMS
- TIMS
Other systems
- Aareon QL
- Abillity
- Clickatell
- Eventbrite
- FTP
- Groupon
- HCL Notes (Lotus Notes)
- Jira
- Metapack
- OData
- Rithum (ChannelAdvisor)
- SFTP
- Slack
- SurveyMonkey
- Zoho People
Linked names have their own integration page.
How Clarity Connect runs it
Clarity Connect is Clarity's integration platform, with pre-built connectors to hundreds of applications. It keeps a two-way connection open between Zoho and each system it serves and runs an unlimited number of tasks, each in real time or on a timer, such as orders out to the ERP the moment they're placed and stock back every hour.
Discovery
A Clarity business analyst documents the data fields and workflows each system can share and which ones you need.
Tasks and mapping
Each flow becomes a Connect task, such as orders to the ERP or stock to the store, set to run in real time or on a schedule.
Testing
Orders and updates are run end to end, including the return trip of statuses back to the customer-facing system.
Live, with a dashboard
Queues and scheduled tasks show in Connect's Hangfire dashboard. A job whose target is offline is retried 10 times, every 30 minutes, and can be re-queued once the cause is fixed.
Clarity Connect is sold as a SaaS subscription at $599 a month or as a one-time license at $15,000 with no ongoing fees, and larger projects are priced to scope. See pricing.
Questions
Which Zoho apps can you connect?
Zoho CRM is the usual starting point. Zoho Books and Zoho Inventory have their own APIs and can be part of the same project; discovery maps which app owns which record.
Our Zoho account is in the EU data center. Does that matter?
Only for where the calls go. Zoho keeps EU data in its EU data center and returns that domain when the integration is authorized, so the data stays with the EU service.
Can Zoho CRM connect to our online store?
Yes. Clarity eCommerce connects to Zoho CRM so quotes, orders, pricing tiers and customer activity reach your reps. See Zoho CRM integration services.
What does Clarity Connect cost?
A SaaS subscription is $599 a month and a one-time license is $15,000 with no ongoing fees; bigger projects are priced to scope. See pricing.
Related resources
Plan your Zoho integration
Tell us which Zoho apps you use and what they need to share with your other systems. A business analyst will map the records with your team before any build starts. Call (800) 928-8160, email sales@clarity-ventures.com or get a consultation.
Book a demo