WorkflowMax to Zoho CRM Integration
Syncronise your job management software and unleash the power of the Zoho One suite, including Zoho CRM and Zoho Finance.
At Lumen, connecting software suites is our passion. We can start with WorkflowMax and Xero, connecting them with Zoho. From there, all other solutions you require, for example Stripe, Cin7, and many more are available.
Convert Deals into Projects
Synchronise closed won deals and start tracking time between WorkflowMax, Zoho CRM/Finance Suite to provide complete integration.
Companies and Contacts
Synchronise Company and Contact data between Zoho and WorkflowMax to provide seamless integration.
Avoid Double Entry
All your data will be captured, including custom fields across both systems, with powerful reporting.
Securely process high volumes of data and reduce errors with a customer integration from Lumen
Your inside and outside support and service teams having access to the systems they need to perform their role in your company
The best of both worlds
By integrating both platforms, your valuable business data will be accessible to all departments in real-time, improving efficiency and providing better service to customers.
The Lumen Integration Process
Understand Business Requirements
There is no such thing as "standard" integration
Customise the Core Setup
Quality integrations depend on flexible tools.
Data Mapping and Data Sync
This step helps establish consistency among systems.
Testing ensures data fields are mapped correctly between systems.
Go-Live and Support
The project is complete! Support team monitors to resolve business process issues.
As a top Zoho Partner in New Zealand, we are very experienced with and simply love WorkflowMax.
Using our expertise as Zoho consultants, your business can connect WorkflowMax with the entire Zoho suite seamlessly!
Let's have a chat about WorkflowMax and Zoho
We work with businesses of all sizes to solves a wide range of problems. If you are wondering how we can help you use technology to help your business perform better, please get in touch with us.