Showing posts with label Zoho Integrations. Show all posts
Showing posts with label Zoho Integrations. Show all posts

Thursday, December 1, 2016

New Plugin: Send Contracts for Closed Potentials in Zoho CRM

We're excited to announce that we have partnered up with Zoho CRM to provide a direct integration to WebMerge.  With the WebMerge plugin, available in the Zoho Marketplace, you can generate documents (invoices, contracts, quotes, etc) with the click of a button right inside Zoho CRM!  You’ll never have to copy & paste data from Zoho into documents again!

For this example, we’re going to show you how you can generate contracts for a Potential that has been closed/won in Zoho CRM.  We’ll also be sending the contract over to DocuSign for signature.  Zoho CRM has released a new plugin that we’ll be using to send data over to WebMerge – more on that in a bit.

To get started, we’re going to setup the template for our contract using a Word document.  Inside our contract template, we’ll add our boilerplate contract info and then for the spots that we want our customer and potential data to go, we’re going to use merge fields that looks like {$FirstName}, {$Amount}, etc.

Here’s what our contract template looks like:
 

Since we’ll be collecting a signature for the contract using DocuSign, we need to add a signature tag to the doc so that DocuSign knows where to place the signature.  This signature tag is just like any other text in our document and looks like:   \s1\
 

Once we have our contract template finished, we need to upload it to WebMerge.  From the Documents page in WebMerge, click the New Document button and enter a name for your document.  On the next step, pick Office Document as the document type and select the file from your computer.
 

After we upload our template, we’ll be taken to the Settings tab where we can change various settings like the type of file that we want to generate and the name of the file.  For this example, we’re going to generate a PDF and include the name of the deal in the file name.
 

Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for signature.  From the Deliver page, click the New Delivery button and select DocuSign from the list.  After you authenticate your DocuSign account, you’ll need to pick the merge fields for the signer’s name and email address.
 

After you have setup the DocuSign delivery, we are done with the setup in WebMerge and we’re ready to integrate with Zoho CRM.

To integrate with Zoho CRM, we’re going to use the WebMerge plugin that is available from Zoho Marketplace.  You can install this plugin here: https://crm.zoho.com/market/installPlugin.do?portalName=zohoplugin&nameSpace=webmergedocumentgeneration

Inside Zoho CRM, to go the WebMerge Mappings module and create a New Mapping.  Give the mapping a descriptive name and then pick Potential as the module.  We’re going to choose Document as the WebMerge Resource and then choose the document that we just steup in WebMerge.
 

Once you pick your WebMerge document, Zoho will load a list of all the merge fields that are in your document.  For each of the merge fields, you need to pick the corresponding CRM fields.  This tells Zoho how to send your data over to WebMerge so that it gets populated in the correct spot on your template.
 

After you have matched up all of your merge fields, go ahead and save the mapping.  We’re ready to generate the contract!  Open up one of your Potentials and then click the WebMerge button.  This will generate the contact and send it over to DocuSign for signature.

Here’s what our contract looked like ready to sign:
 

Congrats, you’re all finished!  You can now generate all types of documents from your Zoho CRM account.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?


Saturday, May 14, 2016

Zoho Expense integrates with QuickBooks Online

Zoho Expense is all about making expense reporting effortless, but once expenses get approved, the labor of processing them falls on the finance team. For a manager, it is probably 20 odd reports a month. But a finance team has to handle an average of 100 expense reports a month for reimbursements and accounting for the same.


We’re making accounting as easy as possible by integrating Zoho Expense with every major accounting tool. Last year, we launched Zoho Expense pre-integrated with our accounting app, Zoho Books. We’re kick starting another year of integrations by connecting to one of the top accounting tools in the industry, QuickBooks Online.
Here’s how the integration will benefit you:
 1. Automatic accounting of expenses
Once expenses get approved in Zoho Expense, they are moved to your QuickBooks account., accounting entries are automatically made with expense categories properly matched to their respective chart of account types. QuickBooks Online enters expenses as bills and the employee who submits them is saved as the vendor. 
  2. Create expense reports for QuickBooks Online customers
By importing your customers from QuickBooks into Zoho Expense, you can create expense reports for them to see how much you are spending to bring in or maintain each customer. Newly added customers in QuickBooks Online are automatically updated in Zoho Expense.
  3. One click to import expenses
You can move expenses from Zoho Expense to QuickBooks Online in just a click of a button. As soon as an expense report is approved, it gets pushed to QuickBooks Online where all the expenses and cash advances are captured.
  4. Customize the integration
Choose what you want to see in QuickBooks Online and how you want to move data. With the two-way integration, you can move data from QuickBooks Online to Zoho Expense and vice versa. Once a day, all your customers, and expense account types get copied to Zoho Expense and employees get imported as users.
We would love to hear your feedback on how we can make the integration even more useful for your business. You can learn more about the integration here or learn how to set it up by attending our live webinar.