Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Zoho Books SYNC
Zoho Books Integration for Salesforce, Opportunities, Quotes, Order Entry
- Industries
- Horizontal ProductFinancial ServicesManufacturing
- Business Need
- SalesEnterprise Resource PlanningIntegration
- Requires
- None
- Compatible With
- Sales CloudService CloudMarketing Cloud Engagement
AI-powered SYNC that brings your Zoho Books data—accounts, orders, contacts, products, and more—right into Salesforce. Everything you need, always ready.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudMarketing Cloud Engagement
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Commercient's ZOHO Sync for Salesforce/V25 1.6.0
- Listed On
- 07/05/2023
- Latest Release
- 11/03/2025
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 0Custom Apps: 1
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Commercient’s two-way integration of your Zoho Books system with Salesforce. Commercient’s SYNC for Salesforce is a cloud app, used by multiple Zoho users who want a CRM in the cloud experience. Utilizing SYNC for DELMIAWorks and Salesforce helps you build positive customer relationships. Having easy access to each customer’s personal sales and accounting data means you always have the answer to their questions. - Achieve goals quickly with up-to-date info and a 360° view of your customer. - Eliminate duplicate data entry between your front and back office. - Easily manage open sales orders, open invoices, and account history. What are you waiting for? Start SYNCing your data today!
Need help?
Commercient LLC
Atlanta, GA, USA
Success Plans, Accelerators, and helpdesk (phone, ticket, chat, and online meetings) are available from Commercient. For rates and services please contact us.