The Zoho CRM integration with Synergy via Zapier empowers users to establish triggers and actions, facilitating a smooth exchange of CRM and project-related data. Connect effortlessly, ensuring a seamless experience for both sales and project teams.

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Key Benefits

Connecting Zoho and Synergy provides major advantages:

Single Source of Truth: Maintain a unified and accurate source of CRM and project information across Zoho CRM and Synergy
Enhanced Communication: Improve collaboration with synchronised project and contact details, fostering better team communication
Streamlined Project Oversight: Simplify project management by integrating Zoho CRM with Synergy, reducing the likelihood of errors
Time Efficiency: Automate repetitive tasks, saving time and allowing teams to focus on impactful sales and project activities
Data Accuracy: Ensure consistency and precision in CRM and project information with this seamless integration
Suggested Zaps: New or Updated Contact, New or Updated Project, New or Updated Project Contact, Updated Project Status

Integrating Zoho and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Create Staff

Update Staff

New Leave Request

Leave Request Approved

New or Updated Staff

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

1. Click on the Make a Zap button.
2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
3. Connect Synergy and a complementary app to Zapier.
4. Follow the steps to set up the Zapier automation, known as a Zap.
5. Test out your new Zap.
6. Data passes securely to Synergy via the PremiumAPI.
7. You’re all set! The automation runs in the background, giving you time back in your day.

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

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Zoho & Synergy

Escape the cubicle and unlock a new era of work flexibility with Zoho's seamless integration into Synergy.

Key Benefits

Supported actions and triggers

Create Staff

Update Staff

New Leave Request

Leave Request Approved

New or Updated Staff

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.

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