| Zoho CRM Integration / Concepts | |
Zoho CRM® is a Customer-Relationship Management (CRM) tool. The BillMax Zoho CRM Integration provides bi-directional data flow between BillMax Accounts and Users and Zoho Contacts. On the BillMax side, the integration is comprised of an Edge service endpoint to receive changes from Zoho and account and user hooks to “push” changes from BillMax to Zoho. The integration requires a BillMax license key that includes the Customer Portal module for the Edge service to be implemented.
Zoho Contacts when created or edited result in the corresponding data being replicated in BillMax and vice versa.
The mapping is a single Zoho Contact to a BillMax Account and User. The “Other*” address fields in the Contact are mapped to the BillMax User.
This integration requires a Zoho account that includes the necessary licenses to use Zoho’s Webhooks and CRM REST APIs and is available only in BillMax 4.0.8500 or versions released since.