Integrate SageOne
Integrate Zoho

Integrate Sage One with Zoho CRM

Get your Sage One account connected with Zoho CRM and save valuable time by automating your workflow.

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Integrate SageOne

What is Sage One?

Easy to use and simple to understand, Sage One is online accounting software designed to keep your business on track and prevent errors. It gives you access to your business accounts from anywhere, anytime.

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Integrate Zoho

What is Zoho CRM?

A good CRM gives you insights into running your business. A smart CRM gives you the information you need in a way that you can use it. An ideal CRM offers you a solution to simplify your processes from day one. Zoho CRM includes the good, the smart, and the ideal in an enterprise-ready package.

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What does it do?

When a customer is created or updated in Sage One, I want:

To create or update the contact in Zoho CRM

When a supplier is created or updated in Sage One, I want:

To create or update the vendor in Zoho CRM

When a sales invoice is created in Sage One, I want:

To create the Invoice in Zoho CRM

Additionally:


  • The Account will be created

  • The associated products will be created


For all products created or updated in Sage One, I want:

To create the products in Zoho CRM

For all products created or updated in Zoho CRM, I want:

To create the products in Sage One

When a sales invoice is created in Zoho CRM, I want:

To add or update a tax invoice in Sage One

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a sales order is created in Zoho CRM, I want:

To add or update a tax invoice in Sage One

Additionally:


  • Associate the Sale with the Original Customer, the Customer's Organization or a single Online Sale Customer

  • Create the associated products


When a purchase order is created in Zoho CRM, I want:

To create a purchase order in Sage One

Additionally:


  • Create the vendor

  • Create the associated products


Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

Integrate Freshbooks

Special offer    Try This APP for free for up to ? months, no obligations. Simply copy this content and add it to the specific ‘APP’ content block you want to add an offer to!

How it works

Step 1

Add at least 2 apps to your OneSaas account

Step 2

Configure the integration workflows to suit your business needs

Step 3

Set up the integration sync frequency and starting date, and enjoy the automation!

What some of our customers are saying

The product has really helped me bring my different platforms into one business system. The online chat service is great whenever you run into issues.

Cmac101Apps.com Review

We use this to sync and create our orders each day. With a bit of smart logic, it can handle receipts (paid on purchase) but also invoices. We have a lot of custom work on our Opencart site but working with the OneSaas team, we nearly have all features automatic. LIV CHAT features rocks. Top job development team.

Alan MedcrafApps.com Review

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