CRM
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Zoho CRM
02Connected systems
Every Request Lands Where It Belongs
A website form, a booking and a phone call should not become three separate lists. We connect your website to the tools your business runs on, so each request is captured once and moves from inquiry to paid invoice.
What you get
Website to CRM
Every form, chat and booking creates or updates the right contact, with its source.
Calendar and bookings
Bookings follow your rules and appear in the right calendar.
Quotes, invoices and payments
An accepted quote becomes an invoice, and the payment status returns to the record.
Your existing tools
We connect what already works and replace only what blocks the process.
Illustrative example
How it works, step by step
- 1
A request arrives on your website
Anna books a boiler check. The form captures what your team needs.
- 2
Your CRM and calendar update
The contact, the request and the visit are created once, with the source and the next step.
- 3
Quote to paid invoice
The quote, the invoice and the payment status follow the same record, and accounting receives the result.
Tools we connect
Browse examples below. We check the features and access available in your account before agreeing on a connection. Product names do not imply a partnership.
Showing all categories.
Website and CMS
WordPress
Webflow
Shopify
Custom websites
Phone and messaging
Twilio
Business phone systems
SMS providers
Messaging APIs
Google Workspace
Microsoft 365
Transactional email
Email marketing platforms
Calendar
Google Calendar
Microsoft Outlook
Calendly
Scheduling APIs
Accounting
QuickBooks
Xero
Accounting APIs
Bookkeeping handoff
Payments
Stripe
Payment gateways
Payment-status webhooks
Deposit workflows
Documents
Google Drive
Microsoft SharePoint
E-signature tools
Document templates
Customer support
Help desks
Shared inboxes
Ticketing systems
Knowledge bases
Internal communication
Slack
Microsoft Teams
Email alerts
Task notifications
Custom APIs
Make
Zapier
n8n
Secure custom integrations
No matching tools
Try a broader search. If your tool is not listed, tell us its name on WhatsApp and we will check it.
Common questions
Questions before we start
Can you connect our current CRM and phone tools?
Often yes. We review API access, permissions, and data quality before committing to an integration—and tell you plainly when a tool cannot support the workflow.
Can we keep our existing tools?
We first check what your tools support and where the current process breaks down. A working tool does not need replacing just to automate the work around it.
Do you provide accounting services?
No. We can connect approved quote, invoice, payment-status, and onboarding events to accounting software, while your accounting policies remain with your qualified team.
A practical next step
Tell us what your tools should do together
Share the tools you use and one task your team still does by hand.