Zoho Books Integration for Salesforce logo

Zoho Books Integration for Salesforce

By Commercient LLCAccounting

Rating
Not rated yet
Reviews
No reviews yet
Pricing
Paid
From $900 per instance per month
Listed since
2023

About Zoho Books Integration for Salesforce

Sync Zoho Books invoices, expenses & bills into Salesforce.

⭐⭐⭐⭐⭐ "The integration allows our sales team to be much more lean and mean. They can access Salesforce from a phone or a laptop." – LJ Sowder, Network Administrator at Mesa Industries

Most businesses run their operations in one system and their relationships in another, and the two rarely agree. Commercient closes that gap between your ERP and Salesforce, giving every team access to the same facts.

That starts with the Data Lake, where data from your ERP, Salesforce, and eCommerce tools come together in one place instead of staying siloed. From there, SYNC does the ongoing work, keeping orders, invoices, inventory, and pricing aligned across systems without manual updates. Once that data is centralized and current, AI agents can act on it directly, surfacing the right leads, handling customer questions, and informing pricing decisions with the most accurate information available. MCP sits underneath all of it as the guardrail, a security layer built specifically for AI, so every agent only accesses what it actually needs for the job in front of it.

The result is one connected system that stays accurate and gets more capable over time.

Highlights

  • SYNC Standard Features: - Uni-directional and bi-directional options - Salesforce records sync to your business systems - Usage-based — pay only for what you use - 150+ business systems supported - Enterprise-grade integration
  • Access Up-To-Date Data in Salesforce: - Full transaction and sales history - Current product pricing & stock levels - Customer accounts and contacts - Sales and service activity - Complete customer picture in one place - Open orders and payment status
  • SYNC Benefits: - Eliminates duplicate data entry - One accurate source for all teams - Sales connected to your back office - Faster decisions across teams - Increases customer satisfaction & retention - Works across the full Salesforce ecosystem
  • Compatible Salesforce Products: - B2B Commerce, Marketing, Manufacturing, Experience, Nonprofit and Health Cloud - Customer Data Platform - Tableau - Hyperforce and more!

Screenshots

What our customers say about SYNC!

Image 1 of 11

What our customers say about SYNC!

Pricing

Paid, from $900 per instance per month.

Zoho Books Integration for Salesforce plans
PlanPriceBilled
Saturn Pro$900 per instanceMonthly
Saturn Enterprise$1,800 per instanceMonthly

Unlimited to configure, metered to run. AI, MCP, and Data Lake add-ons available. Pre-built, customizable ERP-Salesforce integrations with elastic pricing and scaling. Onboarding required to start, scoped per project.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on March 29, 2023
Industries
  • Horizontal Product
  • Financial Services
  • Manufacturing
Languages
  • English

More Accounting apps

The most reviewed Accounting apps on the AppExchange, to compare before you choose.

All app categories