Zoho CRM + Zoho Books
Dual Zoho integration via REST API with OAuth2: contacts sync to Zoho CRM and invoices sync to Zoho Books, with no duplicate entry.
The BlueRockTEL integration with the Zoho ecosystem covers two separate Zoho products: contacts are synchronised with Zoho CRM and invoices are pushed to Zoho Books. Both connections use the Zoho REST API authenticated via OAuth2, so no credentials are stored in plain text.
Data Flow
BlueRockTEL to Zoho
- Contacts (to Zoho CRM): contact records from BlueRockTEL are pushed to Zoho CRM.
- Invoices (to Zoho Books): invoice records with full line items are sent to Zoho Books. An optional invoice reference prefix can be configured to prevent reference number collisions between BlueRockTEL and Zoho Books.
Zoho to BlueRockTEL
- Contacts (from Zoho CRM): contact records created or updated in Zoho CRM are pulled into BlueRockTEL.
Zoho Books data is write-only from BlueRockTEL's perspective: invoices are pushed out but nothing is read back from Zoho Books.
What It Enables
Operators already working in the Zoho ecosystem get full contact and billing visibility across both platforms without any duplicate entry. The sales team works in Zoho CRM while the finance team uses Zoho Books, and BlueRockTEL feeds both automatically.
Sync Schedule
| Data type | Direction | Frequency |
|---|---|---|
| Contacts | BlueRockTEL to Zoho CRM | Every 2 hours |
| Contacts | Zoho CRM to BlueRockTEL | Every 2 hours |
| Invoices | BlueRockTEL to Zoho Books | Every 15 minutes |