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Zoho CRM Integrates With QuickBooks, Telephony

Zoho PhoneBridge integrates the cloud-based company's CRM with digital PBX systems, making it easier to leverage contact data during phone calls.

Daniel Dern

December 8, 2010

2 Min Read

Zoho has integrated its Zoho CRM with Intuit QuickBooks and with several digital telephony PBX systems.

Zoho CRM for QuickBooks helps users synchronize customer data such as contacts, vendors, invoices, sales orders, products, and quotes between Zoho CRM and QuickBooks, either manually or automatically. Other features include resolving conflicts while synchronizing data; setting up field mapping for standard and custom fields; and viewing history of data transfers.

"We believe in the value of contextual product integration, both within the Zoho suite as well as with third-party applications,” said Raju Vegesna, Zoho evangelist. "When performing a task, users want to transparently move from one step to the next, regardless of how many applications it takes to perform that task. Zoho CRM for QuickBooks and Zoho PhoneBridge make it easy for people in accounting departments and contact centers to tap the customer data found in Zoho CRM."

According to the company, "Transferring customer data helps organizations maintain complete and up-to-date customer information, reduce duplicate data entry, and maintain consistency."

Zoho CRM for QuickBook works with QuickBooks Premier 2008, 2009, and 2010 (US Edition); QuickBooks Simple Start 2008 and 2009 (US Edition); and QuickBooks Web Connector: Version and above.

Zoho PhoneBridge integrates Zoho CRM with digital PBX systems, making it easier for sales reps, customer support agents, telemarketers, and others to use contact data that is in Zoho CRM during outbound and inbound phone calls.

Zoho PhoneBridge captures and logs all call details, including notes added during the call. Zoho CRM users have access to a complete history of the customer's interaction with the organization, including letting users view key contact details in a screen pop-up during a call, including name, telephone number and email address.

Zoho PhoneBridge currently supports PBX systems from Asterisk, Avaya, Elastix, and Trixbox. Zoho CRM for QuickBooks and Zoho PhoneBridge are available immediately. Pricing for Zoho CRM for QuickBooks is $25 per organization per month. Zoho PhoneBridge is priced at $6 per user per month.

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About the Author(s)

Daniel Dern


Daniel P. Dern is an independent technology and business writer. He can be reached via email at [email protected]; his website, www.dern.com; or his technology blog, TryingTechnology.com

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