Our ZohoCRM integration helps you save time and reduce errors by automating data entry between systems.
This article covers:
What information can be imported from ZohoCRM
How to integrate Workyard with ZohoCRM
FAQs / Troubleshooting
What information can be imported from ZohoCRM?
Currently, the following data can be imported into Workyard:
Workyard | ZohoCRM |
Projects | Jobs |
What information can be exported from Workyard?
At this time, Workyard does not send data back to ZohoCRM.
How to integrate Workyard with ZohoCRM
Follow these steps to connect ZohoCRM:
Go to the Integrations page in Workyard
Locate ZohoCRM under the Available Systems section
Click Connect
If you're not already logged into ZohoCRM, you’ll be prompted to log in
Review the permissions request
Check the box:
"I allow Workyard to access the above data from my Zoho account…"
Click Accept
Once completed, ZohoCRM will appear under your Connected Systems.
FAQs / Troubleshooting
Coming soon — reach out to Support if you need help with setup or syncing.