D-tools for Zoho CRM

Get the best of both worlds with D-Tools and Zoho CRM

Built for: CRM Developed by: OfficeHub Tech LLC
  ( 0 )

If you're an AV, HVAC, or security company looking to integrate D-Tools with Zoho, we've got the perfect solution for you!

Our extension can handle everything, whether you need to pull Zoho's ERP or CRM data into D-Tools or push information from D-Tools into Zoho.

Key Features:

  • Automatic project creation and bi-directional updating: Any Zoho deals with a particular stage automatically create a project in D-Tools, and changes made in D-Tools projects are updated in the Zoho CRM Deals module.
  • Attachment availability: Documents attached in Zoho are available in D-Tools as hyperlinks.
  • Product and quote synchronization: Catalogues/products/parts approved for a project in D-Tools are available in Zoho CRM, and every change order creates a version in CRM with version history maintained.
  • Inventory synchronization: Catalogue products are synced with Zoho CRM products, which are also synced with Zoho Inventory

Tags

Deployment type Zoho platform
Published date Sep 10, 2024
Version 1.0
Latest Released date Sep 17, 2024
Category Field Service
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.