Zoho CRM consultants
We can help you automate your business with Zoho CRM and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Zoho CRM.
About Zoho CRM
Zoho CRM is a customer relationship management platform used by small and mid-sized businesses to manage sales pipelines, customer interactions, and deal tracking. It offers modules for leads, contacts, accounts, deals, tasks, and custom records, along with built-in email, telephony, and reporting features. Many Australian businesses choose Zoho CRM for its competitive pricing compared to Salesforce and HubSpot.
The problem most Zoho CRM users run into is isolation. Their CRM data does not flow to their accounting software, marketing tools, or support desk without manual re-entry. Sales reps spend time copying information between systems instead of selling. Reporting requires pulling data from multiple places and combining it in spreadsheets. These gaps slow down the sales process and create data inconsistencies.
At Osher, we connect Zoho CRM to the rest of your technology stack so data moves automatically. We build integrations that sync contacts with your email marketing platform, push closed deals to your invoicing system, create support tickets from CRM records, and update deal stages based on external events. Our sales automation team designs these workflows to match how your sales process actually works, not how a generic template assumes it works. The result is a CRM that stays accurate without your team doing double entry.
Zoho CRM FAQs
Frequently Asked Questions
Common questions about how Zoho CRM consultants can help with integration and implementation
Can Zoho CRM be synced with Xero or MYOB for invoicing?
How do you handle duplicate contacts in Zoho CRM integrations?
Can leads from our website automatically go into Zoho CRM?
Is it possible to automate follow-up emails based on Zoho CRM deal stages?
Can Zoho CRM integrate with tools outside the Zoho ecosystem?
What data can be migrated into Zoho CRM from another CRM?
How it works
We work hand-in-hand with you to implement Zoho CRM
As Zoho CRM consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Zoho CRM with integrate and automate 800+ tools.
Step 1
Map your sales process
We document your current sales pipeline stages, data fields, and how your team uses Zoho CRM day-to-day to identify integration opportunities.
Step 2
Identify connected systems
We list every tool that needs to send data to or receive data from Zoho CRM, including your website, accounting software, email platform, and support desk.
Step 3
Design integration workflows
We map the data flow between Zoho CRM and each connected system, defining field mappings, sync direction, trigger events, and conflict resolution rules.
Step 4
Build and configure automations
We create the n8n workflows and API connections that move data between systems, including deduplication, data transformation, and error handling.
Step 5
Test with real data
We run the integrations using actual CRM records in a sandbox or test environment to confirm data flows correctly and edge cases are handled.
Step 6
Go live and monitor
We deploy the integrations to production, set up monitoring dashboards, and provide your team with documentation on how the automations work.
Transform your business with Zoho CRM
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Zoho CRM consultation.