Zoho Integration Services — Connect Zoho With the Tools You Already Use
Zoho integration services from Infobyd connect Zoho to your website, WhatsApp, payment tools, accounts software and ad platforms, so data flows on its own. We are a Zoho Advanced Partner. We also customize Zoho — fields, buttons, automations and small apps — when the standard setup is not enough.
Infobyd Software Solutions is a Zoho Advanced Partner based in India that customizes and integrates Zoho apps for businesses in India and abroad. We use Zoho Flow, Deluge (Zoho's scripting language) and APIs to connect Zoho with WhatsApp, website forms, payment gateways, Tally and Google/Meta lead ads. We plan every integration, test it and hand over clear documents.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Why choose Infobyd as your Zoho partner
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Zoho Advanced Partner certified in Zoho CRM, Creator and Marketing Automation.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
When do you need Zoho integration or customization?
You need it when your team is doing the same work twice. Three common signs:
Data is typed in by hand
Website and ad leads are copied into Zoho CRM. Invoices are made again in another system.
Customers wait for replies
No auto message goes out when an enquiry comes in, so leads go cold.
Zoho does almost what you need, but not quite
You need one more field, a custom button, an approval step or a calculation that the standard setup does not give.
Integrations we commonly build
We focus on the integrations our clients ask for most.
Website forms and landing pages
Enquiries from your website go straight into Zoho CRM as leads, with the page name and source. No copy-paste, no missed leads.
Send WhatsApp messages from Zoho, such as a welcome reply to a new lead, an order update or a payment reminder. Zoho CRM has a WhatsApp Business integration, and we set it up with a WhatsApp Business API provider where needed (you choose the provider; we connect it).
Google and Meta lead ads
Leads from Facebook and Instagram lead forms and Google Ads can flow into Zoho CRM automatically, so your sales team calls them quickly.
Payment gateways
Link Zoho Books, Zoho CRM or Zoho Creator with payment gateways so customers can pay online and payments update in Zoho (we work with the payment gateway you choose).
Zoho Tally integration
Many Indian businesses still keep accounts in Tally. We can sync key data between Zoho and Tally, such as customers, invoices or payments, depending on your needs.
Zoho app to Zoho app
We connect Zoho apps with each other — for example, a won deal in Zoho CRM creates a sales order in Zoho Books or Zoho Inventory, or a Zoho Creator app reads customer data from Zoho CRM.
How we build integrations: our tools
Zoho Flow
Zoho's no-code integration tool. Good for simple "when this happens, do that" links between apps.
Deluge
Zoho's scripting language. We do Deluge development for custom logic, calculations and custom buttons inside Zoho CRM, Zoho Creator and Zoho Books.
APIs and webhooks
Secure links between software. We use them when two systems need a direct, reliable connection. We pick the simplest tool that does the job well, so the setup is easy to maintain.
Customization we do
Custom fields, layouts and page rules
Custom modules for data Zoho does not track by default
Custom buttons (for example, "Create Quotation" or "Send to Dispatch")
Workflows, approvals and auto-assignment rules
Custom reports and dashboards
Small custom apps in Zoho Creator Zoho Creator →
Need bigger custom work, such as widgets or client scripts? Zoho custom development →
Our process
Every integration follows the same six steps, so you know what is built and how to check it.
Understand the need
We find out which data should move, from where, to where, and when.
- The apps and tools to connect
- The data that should move
- When it should move
- The manual work you want to stop
You get: a clear list of what the integration must do.
Design
We draw a simple flow and agree it with you. We pick the simplest tool that does the job well.
- Zoho Flow for simple links
- Deluge for custom logic
- APIs and webhooks for direct links
- One simple flow diagram
You get: a flow diagram that you agree before we build.
Build
We set up the flow, code or API connection in a test setup where possible.
- Flow, code or API connection set up
- Built in a test setup where possible
- Custom fields and buttons where needed
You get: a built integration, ready for testing.
Test
We test with real examples, including errors.
- Real examples from your work
- Errors, for example a missing phone number
- Every step of the flow checked
- Results checked with you
You get: an integration tested with you.
Go live and monitor
We switch it on and check the first runs closely.
- Switched on in your live system
- First runs checked closely
- Problems fixed early
You get: a live integration, watched closely in its first runs.
Hand over
You get a document of every integration and what it does.
- A document of every integration
- A list of all automations and custom code
- Admin training on how to check it is working
- An option for ongoing support
You get: a full handover of what was built. To keep it running when apps change, see Zoho support and AMC.
What you get
Working integrations and customizations, tested with you
A simple flow diagram for each integration
A list of all automations and custom code, with what each one does
Admin training on how to check if an integration is working
An option for ongoing support to keep integrations running when apps change
Which Zoho apps do we customize and integrate?
Click an app to see what it does and how we set it up.
Zoho integration services for businesses worldwide
We connect Zoho with the tools used in your country — local payment gateways, accounts software, ad platforms and your website — as long as the tool offers a way to connect, such as an API.
Countries we serve
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IN
India Indore head office and Patna, with clients across the country.
- AE
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CA
Canada all provinces.
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ZA
South Africa Johannesburg, Cape Town and more.
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NZ
New Zealand Auckland, Wellington and more.
How we work across countries
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Your time zone
we test integrations with you during your working hours and check the first live runs in your business day.
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Your currency
we can bill in your currency, such as INR, USD, AED, CAD, ZAR or NZD.
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Your data centre
we build each connection for the Zoho data centre your account is on (India, US, Europe, Canada, Australia, UAE and more), since each region has its own Zoho web address.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studiesMikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Software (AI for accounting firms)Docyt
Challenge: Leave, time, reviews and payroll were handled by hand in separate tools.
All HR work in Zoho People, with staff self-service.
Read case study Manufacturing · Madhya Pradesh, IndiaBuild Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case studyWhat our clients say
Copied as written on infobyd.com. See all clients
They excelled in providing customized solutions, making the entire process seamless and efficient.
They are very quick with their service and their understanding and knowledge of the task
Excellent service. Timely response from the team helps us to seamlessly implement new features and modules.
Zoho products are highly intuitive and user-friendly.
From our blog
All postsFrequently asked questions
Can Zoho CRM integrate with WhatsApp?
Yes. Zoho CRM has a WhatsApp Business integration. You can send and receive WhatsApp messages linked to leads and contacts. We help you set it up and add automatic messages where they help.
Can Zoho be integrated with Tally?
Yes, it can be done using APIs or connector tools, depending on your Tally setup and what data you need to sync. We check your case first and suggest the right method.
What is Zoho Flow?
Zoho Flow is Zoho's no-code tool for connecting apps. It moves data between apps when something happens — for example, when a form is filled, it creates a lead.
What is Deluge in Zoho?
Deluge is Zoho's own scripting language. It is used to add custom logic, calculations and buttons inside Zoho apps when the standard settings are not enough.
Will integrations break when Zoho updates?
Most do not, but any connected system can change. We document every integration, and our support plans cover checking and fixing them.
Stop copying data between systems
Tell us which tools you use. We will show you how to connect them to Zoho.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served