Zoho QuickBooks Online Monthly & Annual Pricing

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* The following Standard Modules are included as options in our integrations. For other additional features see our Add-ons above or contact us for a free consultation.

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Need Historical Data Migration, Sales Tax Integration, or a Credit Card Integration for any plan?  Just ask us.

Looking for QuickBooks Desktop?  Click here instead.

Unify Business with Zoho CRM QuickBooks Integration

If you use QuickBooks Online and Zoho CRM, you might have disparate sides of your business that don’t communicate at all with each other, leaving extra work for you at the end of the day.  Don’t fall prey to this!  Instead, use the Zoho QuickBooks Online integration.

The Zoho CRM QuickBooks Online integration uses bi-directional syncing (just like the Zoho QuickBooks Desktop integration) and can be as simple or as complex as you need it to be for your business.  Sync Accounts/Customers and Invoices, or sync all those plus Sales Orders and Quotes, or sync all those plus Vendors and Purchase Orders – it’s all up to you.

Enhance Customer Relationship Management

Frequently Asked Questions about Zoho CRM QuickBooks Online Integration

1.What is Zoho CRM QuickBooks Online integration?

The Zoho CRM QuickBooks Online integration is a powerful solution that connects your customer relationship management (CRM) system with QuickBooks Online, enabling seamless synchronization of data between the two platforms. This integration allows you to streamline your operations, enhance customer relationship management, and improve financial management by eliminating manual data entry and fostering collaboration between sales and finance teams.

2.Can ZBrains assist with setting up the Zoho CRM QuickBooks Online integration?

Absolutely! At ZBrains, we have experienced consultants who specialize in setting up Zoho CRM QuickBooks Online integration. Our expert team can guide you through the setup process, tailor the integration to your specific business needs, and provide ongoing support to ensure a seamless and successful integration.

3.How can I get started with the Zoho CRM QuickBooks Online integration?

To get started with the Zoho CRM QuickBooks Online integration or if you have any questions, simply contact us. Our team will be happy to assist you, provide a consultation, and help you kickstart the integration process. Alternatively, you can sign up for a free introductory consultation to explore the possibilities of integrating Zoho CRM with QuickBooks Online.

Don’t want to set up your integration?  No problem!  Our Service and Engineering teams will do the heavy lifting for you, giving you a tour of the integration dashboard with lots of supporting documentation.

Need some help getting the Zoho and QuickBooks Online integration set up, or have any questions?  Just contact us.

Or, sign up for a free introductory consultation below!  We’ll contact you to help you get everything started.

CONTACT US

Get text-savvy with the Zoho Twilio SMS integration

Zoho Twilio SMS integration pricing

These days, even if you don’t do much traveling for business, you still probably do a lot of business on your phone or mobile device.  You use it to send and receive emails, browse the web, make phone calls, and many other business-related tasks.

In a time when we’ve become so reliant on our phones, it makes sense to integrate more of your business’ aspects with that mobile device and give you the power to push data to your Zoho CRM with just a few mobile keystrokes.  This is made possible with the power of the Zoho Twilio SMS integration, which allows users to use text messaging to push data to Zoho.

We integrate the Twilio API with Zoho CRM easily, giving you instant text-pushing capability.

Features available with the Zoho Twilio SMS integration

Zoho Twilio integration comes with a load of standard features designed to mesh Twilio’s SMS or MMS-pushing functionality directly into Zoho CRM.  Enjoy streamlined workflow and the power of texting – all without having to navigate back and forth between two separate programs throughout the day.

Some of what this integration can do:

• Twilio SMS (text message) recording in Zoho CRM
• Text message blasts to mobile numbers in your CRM
• Trigger custom webhooks in Zoho
• Text message alerts for your team, configurable through your CRM
• Shortcode programming to execute given orders
• Push Zoho Support messages to your mobile device for easier responses

Standard Twilio features

Twilio comes with these features regardless of your integration with Zoho:

• Sends Twilio SMS (text) and MMS (multimedia) messages
• Detailed delivery info for each sent message
• Message queuing for Support or Sales settings
• Many others

Why work with ZBrains?

• As a Zoho Premium Partner, you can rest assured you’re in good hands, and that very few others can bring you the kind of work we can.  Our team of developers will handle all aspects of your integration’s deployment, as well as all training and support issues.
• Our support team is 100% US-based and never costs anything extra with your Zoho Twilio API subscription.
• We develop and offer other Zoho plugins you can’t get anywhere else, including a QuickBooks integration, a Google Drive integration, and many other customized tools like our Quote Calculator and Commission Calculator.
• One of our custom plugins for field services and construction job scheduling, the Zoho SmartScheduler, comes with this Zoho text messaging integration built in.

Want some more info?

It’s easy to get bogged down with your business processes and not ask for any help with something like this.  Don’t let this be one of those situations.  We’re here for you for help on this integration, or anything else related to your business as it pertains to Zoho.

Give us a call, or contact us about this Zoho SMS integration for your CRM.

Connect with Us

For support packages, Zoho training sessions, or consulting, be sure to contact us as well: (888) 207-4111.

Do business with certified Los Angeles CRM consulting

When picking someone to do business with – especially someone to handle something as important as your CRM implementation – you want to make sure you’re employing someone you can trust.  You’ll want someone well known in their technological circle, and someone well known in their locale, too.  ZBrains is happy to be in an elite group of Los Angeles CRM consulting firms; we’re an organization you can depend on for any type of job, be it implementation, training, support, or consulting for Zoho CRM and any of its additions (apps).  Furthermore, we offer coaching in sales, reviews of business processes, as well as specialized gap analysis for your complex systems.

Why choose ZBrains over anyone else?

Surely you have a large pool of consultants to choose from in LA – what makes us better Los Angeles CRM consultants than anyone else?  We like to let our Zoho accreditation speak for itself.  As a Zoho Premium Partner and Zoho Certified Consultant, we’re one of Zoho’s trusted few when it comes to CRM implementation and consulting.  As well, we take Zoho a step further by employing a Development Team that builds custom integrations from Zoho CRM to popular platforms like QuickBooks and many others.  What’s more is we even have you covered for custom apps.  In fact, we’ve built a whole suite of ERP apps on Zoho Creator called FieldTech.  It plugs right into Zoho, and it’s only offered by us.

Put your business where you want it to be with expert coaching

Have you imagined walking into an office where everyone knew what they were supposed to do, no one wasted any time with needless or repetitive tasks, and revenue was at an all-time high as a result?  Let us take a look at your whole business in a Business Process Analysis.  In a BPA, we examine not only your workers’ respective tasks within your CRM, but your CRM’s place in your business as a whole.  From there, we recommend best practices based on your unique situation.  No two businesses are built alike; don’t trust something you read online that may not even be germane to your business.  Let one of the best Los Angeles CRM consulting firms show you exactly what you can do.

Why go with someone here in LA?

Being based in Los Angeles is almost like being in Silicon Valley; it means we keep abreast of all the latest tech happenings.  We work in downtown Pasadena with a handful of other technology-minded businesses around us.

And, it’s not just about contributing to the local economy.  Personal touches make everything better. And, what could be better than having someone assist you in setting up your CRM live and in person?  Anyone can direct you over the phone, but only a local firm can get a feel for how you work in person.  That extra bit of perception makes all the difference in offering better consulting for your business.  And, it never hurts to put faces to the names and voices you hear every day.

Call (888) 207-4111 or contact us and we’ll show you exactly what a Los Angeles CRM consulting expert can do for you and your business with service that’s absolutely personalized.

Ever since Zoho phased out their own QuickBooks Desktop integration, businesses have been sleuthing away for a solution to the lack of connectivity between the two business management programs.  And, while many solutions have arisen from the rubble, there seems to be a dearth of good solutions that link the desktop version of QuickBooks API with Zoho CRM.

Close, but not quite

There are many solutions that connect QuickBooks API with Zoho available, to be sure.  But, they usually either miss key features or take you on a circuitous route through something that should be relatively straightforward.

• Zapier can connect QuickBooks to Zoho CRM, sure.  But, doing so requires a third party (Zapier) that’s likely neither very familiar with Zoho nor QuickBooks.  So, who do you turn to when you run into trouble?

• Method CRM can integrate with QuickBooks, but, that necessarily requires you move away from Zoho CRM.  And, while Method CRM is simple and sleek, it doesn’t contain any of the marketing campaign tools that make the Zoho suite of apps such an intuitive choice for so many businesses.

As if it wasn’t bad enough to go through a third party or lose key CRM features, some solutions only cater to QuickBooks Online users, leaving Desktop users in the dust.

A Zoho QuickBooks integration that works

We’ve spent years perfecting our integration to QuickBooks, so, when you do business with us, we’re prepared to offer you a QuickBooks API with Zoho that functions exactly the way it’s supposed to.  Our integration uses the QuickBooks web connector and web hooks to synchronize data from modules you choose and performs these functions:

• Creates and updates customers, products, orders, invoices, sales orders, and purchase orders between Zoho and QuickBooks
• Synchronizes data both ways (bi-directional sync) so data remains constant across both platforms
• Reduces time you or your staff have to spend re-entering data into either program

Can we help you integrate the QuickBooks API with Zoho CRM?

The answer to that question is yes, of course.  All our support is completely based in the USA and comes with the purchase of an integration of QuickBooks API with Zoho.  And, as well:

1. Our team of experts will see your installation through from start to finish, ensuring your QuickBooks API with Zoho works exactly how it should, and ensuring you don’t have any trouble later.  We can set up a consulting session with you to get your field mapping correct.  We’ll also train you so you know exactly how to use the sync tool.
2. If you need a customized sync, such as only active products, don’t worry about it – we can configure that for you as well.  We can assist with any specialized workflow you need created.
3. If you’re like most businesses, you need your data quickly – so, we engineered our integration of QuickBooks with Zoho to batch records 200 at a time in order to minimize API calls.
4. And, if you’re like most businesses, you probably also have custom fields in your Zoho CRM.  We can help you map those fields as well – just let us know!

Get started today with the QuickBooks API with Zoho CRM

Schedule an appointment today and get your QuickBooks working with your Zoho CRM like you always imagined it could – because it can!  Submit your info here and we’ll be in touch with you shortly.  While you’re waiting, you can read up on our QuickBooks integration extensions in the Zoho Marketplace.

Do you really need Marketing Automation and Social Integration in order to excel in business?

Chances are if you’re reading this blog post, the answer in your mind is a resounding yes.  But, the answer isn’t as intuitive to everyone. That includes owners of very small companies, very traditionally sales-oriented companies, and others who have simply never known the power of CRM automation.  And, I write this in hopes that someone reading this gains a bit of insight.

I decided to write this as a followup to a prior post where we compared Zoho CRM to Method:CRM.  The problem I noticed is that while Zoho CRM allows users to set up automated marketing and social media campaigns, Method:CRM doesn’t provide users a way to carry out those seemingly fundamental tasks.  And, I have a feeling it’s because of the mindset that marketing automation just doesn’t matter, or that a business can get by with a simple contact management system and an integration with QuickBooks.

So, for those skeptical folks among us, what does marketing automation do for you?  It’s more than meets the eye.

Increase engagement by promoting via email

Obviously, drumming up business is never a bad thing.  So, what do you do when contacts and leads fall by the wayside and you haven’t reached out to them in months?

Just like in world of social interaction, engaging someone who’s gone cold can prove tricky.  But, you shouldn’t use that as an excuse not to try it.  Chances are if you got someone’s contact info, that someone was engaged enough at one point and just got sidetracked.  Or you got too busy, or life just happened, as it often does.

With marketing automation, you have the opportunity to re-engage that person – and perhaps countless others.  You could even land a big deal that was a long time coming. Use anything of these excuses to send a message:

1. A change of seasons
2. The beginning of the month
3. An approaching holiday
4. Anything else you can think of!

Note that no one ever gets 100% engagement in an email campaign.  But, if the product you pitch generates enough revenue, you’ll win with just one sale anyway.

Does chat really help?

When thinking about whether or not installing a chat box on your website will really help customer engagement, it’s easy to think of it as too invasive.  For example, just think of that annoying kid who comes up to you in Target when you’re just trying to find anything.  No, of course you don’t need any help!  But, being accosted in a department store is much different than receiving a chat message from someone when you’re on an unfamiliar site, perhaps unsure of how to proceed after landing on the home page…  You could be under a tremendous time crunch and need help finding information quickly.  Or, you may not even know if you’ve hit the right site at all.

The truth is chat really does help.  People who you engage via chat are more likely to trust you.  This makes them more likely to buy from you in the long run.  By communicating with visitors on your website, you’re able to find out a good deal about them: why they’re visiting, what their respective companies do, their level of authority…as well as more personal things, as often happens over chat.  You can use the information you get from your prospects to simply follow up with them in the future, or even research them more in depth later.  But, no matter what, you’ll have them in your own CRM in a flash.  And, that’s miles better than either double-entering the lead into your database manually or not having the lead to begin with.

What are you missing without marketing and social automation?

Well…kind of a lot.

Without marketing automation, you probably have a way to contact your leads through your CRM… But, you likely have a limited number of email templates to choose from.  And, you definitely won’t have any way of keeping track of who actually opens and clicks on your emails.

One of the greatest things about a social plugin for your website is the notion that visitors have a way of reaching you from the comfort of their chairs.  This means no picking up a phone or even using their voices!  By using chat, you’ll engage people whose attention you simply may never have garnered before. This leads to sales you never would have had, and relationships that never could have been possible.

And, another thing: chat makes users more likely to engage you themselves.  On a website with chat enabled, customers or prospects usually face three possible contact options:

1. Send an email (and, it could take hours or even days to get a response)
2. Pick up the phone (where you could get a voicemail or thrown on hold indefinitely)
3. Chat (where you know someone’s waiting at their desk to service your request)

It’s easy to see why someone might pick the chat option.  No long wait time, no pressure to articulate thoughts correctly the first time (because of your backspace key).  And, of course, the knowledge that someone is waiting to help you.  (As long as the box says they’re available, of course.)

Without chat, you’re quite limited.  Customers and potential customers can only reach you if they pick up the phone, send you an email, or fill out a form.  And, some of your potential customers will certainly do that.  But, I would guess many more will opt for chat for the reasons aforementioned.

Zoho gives you an edge with marketing automation and social integrations

Zoho has a good deal of clout just from its CRM, but the addition of marketing and social apps like Zoho Campaigns and Zoho Social make its offering of apps much more enticing.  SalesIQ rounds it out with a great website chat feature, too.  All of their social and marketing apps integrate with the CRM, so you won’t need to manually copy information from app to app.  And, the addition of Zoho MarketingHub to its arsenal further expands Zoho’s marketing sphere, putting it in the same realm as a HubSpot or Salesforce Marketing Cloud.  Futhermore, all of these apps are available in Zoho One, which is Zoho’s entire family of apps bundled together for a fairly low price.  With that kind of offering, there’s never been a better time to take your first steps into Zoho.

This post is admittedly lengthy, but, I hope you gain at least one bit of valuable knowledge from it.  Marketing automation and social integration really do help boost overall engagement by giving you insight into your customers’ behavior patterns.  And, if you have a choice between picking a CRM with marketing tools and one without…go with the one that includes them!

Drive Your Sales Team’s Success with Zoho Motivator

Note: As of February 2020, Zoho has deprecated Zoho Motivator.  Rather than keep the special KPIs and charts separate from the CRM, Zoho Corporation has moved these items into the CRM.  In addition to making these features more accessible, this move has improved the general user experience of Zoho CRM.  Please read on for our write-up on Zoho Motivator, but bear in mind these features are either available or in development for Zoho CRM.

Zoho‘s Motivator app for Zoho CRM is designed to make your sales team work even harder for you – and, as the name suggests, really want to do it.  Just how does that work?  Well, it’s simple…

What Zoho Motivator Does

Zoho Motivator turns an ordinary day doing sales behind a desk into a game.  And, the thing about playing games is they’re much more fun than doing work.  What about playing games that contribute to getting work done?  It may sound too good to be true – but, it isn’t!

Zoho Motivator compiles statistics about your team’s performance and pits individual team members against each other in friendly competition.  You can leave your team members to try besting one another.  Or, you could up the ante by providing a prize to the sales winner, complete with a countdown to victory.

As for access, you can give your sales team access to Zoho Motivator, sure.  But, for a true big game environment, you can project Zoho Motivator onto your central office TV monitor(s).  Your sales team – and, soon, your expectations – will completely transform.

How Zoho Motivator Works to Boost Sales

It can be a little tough to grasp how such a simple concept as gamification can have such a drastic effect on your sales team.  Here are some ways the motivational app can contribute to your team’s success:

• Having fun makes it easier to make sales.  When you’re not having a good time at work, it affects how you deal with your clients and prospects, whether you’re in a meeting or simply talking on the phone.  Conversely, doing better at work is as simple as having a good time; the people you communicate with will be able to tell you’re in a good mood. And, as you know, that often translates into warmer receptions and more sales.

• Access to stats means you can pinpoint and replicate successes.  Without knowing when your team’s best calls or meetings are, and who your respective team members’ best clients are for their unique personalities and other particulars, it’s difficult to achieve any degree of success consistently.  With that in mind, Zoho Motivator comes equipped with a variety of sales dashboards that show success rates by geographical region, by time, and by other factors that you can customize to best take advantage of your pool of talent.

• Competition encourages growth – and, so collaborates.  Letting your team members see each other’s successes through Zoho Motivator is a wonderful way to encourage competition.  But, it also fosters a collaborative spirit if your sales goals are team-oriented.  Having access to statistics means your team leaders know which of their team members are doing the best and which members need the most help.

• Seeing statistics improves overall morale and makes your team work even harder.  Adding onto the previous note, giving your team access to their statistics as well as those of their peers can give them a sense of pride.  And, it can encourage them to work even harder to match their peers.

How does Zoho Motivator make you more money?

Increased sales aside, what exactly does the Zoho sales gamification app do to put more money in your pocket?

Every business has questions like, Why did this deal close faster than that deal?, or, How can we shorten our sales cycle even further for maximum output?  Motivator gives you the tools to answer those very questions.

Sales Dashboards show all your KPIs on one screen

You can choose between a selection of KPIs like several calls, deals closed, meetings, and other indicators you choose on your own.  Having these numbers at your fingertips allows you to more accurately assess your team’s performance.  And, in turn, it lets you create strategies to improve sales numbers even more.

Furthermore, if you get bogged down by seeing too many numbers at once, you can customize your KPI dashboard to show only the numbers you want to see.  You can also hide the ones you don’t want on a different dashboard for later use.

Your dashboards can not only display figures but analyze them for you

As is often harped on this website, saving time gives you more money in the long run.  And, when it comes to analyzing and reporting sales numbers, this certainly holds.  The Motivator app’s dashboards cut down the time you might spend crunching numbers and analyzing data by giving you real, meaningful stats.  For example:

• Trend charts gather historical sales data, making it easy to pinpoint monthly anomalies.  In turn, you can set sales benchmarks using this data.

• Individual breakdown charts.  Giving employees due feedback is a great way to let them know you value their work and that you’ve noticed their contributions.  And, of course, it gives them the tools they need to improve their work.

• Pipeline velocity charts show how quickly deals move through your pipeline en route to closing by breaking down your sales cycle by stage and showing trends for each of those stages.  These sorts of calculations are specific to Zoho Motivator and can’t be done by scouring Zoho CRM or QuickBooks.  As with many Zoho features, this one can be customized to your liking as well.

Encourage the sales behavior you want

Turn your own organization-level goals into sales goals by breaking them down into personalized chunks.  Zoho Motivator can help by creating a daily target phone call goal for your team, as well as many other customized, trackable goals.  You can assign these goals to individual salespeople, teams, or your entire organization.

On the back end, you can track the progress of your salespeople as necessary.  Zoho Motivator gives up-to-the-minute reports without disrupting anything.  This, in turn, gives you a clear picture of anything happening on the sales floor at any given time.

Zoho Motivator is perfect for sales contests!

Almost nothing beats the thrill of a high-stakes sales contest…  So, why not foster that kind of environment at your office and see how it puts a spring in everyone’s step?  You can use Zoho Motivator to create contests derived from your sales goals in just a few clicks.

Use contests as a way to build teams

When there’s something real to be gained, especially an actual prize, your salespeople will band together if you put them on teams.  You can use this as a way to strengthen your team members by placing them on teams with sales veterans.  When their success depends on the success of others, you can be sure they’ll jump in to help your less experienced team members.

Tie rewards to goals – and, let the whole team (or office) know it when they win

Use Motivator to let your teams know what they can win depending on their degrees of success.  The app will send an email to the winning team (or person) once they’ve achieved their goal.  If you project the Motivator app onto your office TV monitor, you can let the entire office know at once.

Zoho MoTVator

Create custom channels consisting of dashboards filled with KPIs, individual team member statistics, and a leaderboard so teams can track their distance to their rewards.  Adding variety to your screens makes your Zoho Motivator channel look more like a company-wide TV program!

You can also use your TV screen to broadcast big announcements, like an additional prize for reaching a particular goal more quickly.  Or, you could congratulate a team member for reaching a goal more quickly than anticipated.

Are you feeling (Zoho) Motivated?

Zoho Motivator is deceptively simple!  It simply takes numbers from your sales records and broadcasts them, compiling statistics that aren’t accessible simply from Zoho CRM.  But, the power it can bring to a sales team is practically boundless.  This is especially the case when your team just needs a little kick in the pants to be great.

We’d love to talk to you more about Zoho Motivator

Call us at (888) 207-4111 or use this form to contact us and we’ll answer any questions you have about the app, as well as any other Zoho CRM consulting or CRM training questions.  Happy selling!