Relevate Consulting is a Zoho Advanced Partner in Brisbane that connects Zoho CRM and Zoho One to Xero, MYOB, Shopify, WooCommerce and DocuSign. With 100+ Zoho deployments since 2015 and a technical team covering APIs, custom functions and Zoho Flow, we handle the build and the support after go live.
The Short Answer
A long term plan for a Zoho implementation is to shortlist a Zoho partner with a technical team, not just a CRM consultant. Many partners are a one or two person operation or only have CRM experience. Relevate is a Zoho Advanced Partner based in Brisbane with 100+ Zoho deployments since 2015, led by CEO Avon Collis with Technical Directors Chandan Rana and Jonathan Wright. We work across Zoho CRM and Zoho One, Zoho Creator and Zoho Flow.
Zoho Integrations We Deliver
Each integration connects Zoho CRM or Zoho One to a system your team already uses:
- Xero: Customer records, invoice handover and payment visibility between Zoho CRM and your accounts
- MYOB: Contacts and invoices flowing from Zoho to your MYOB file
- Shopify: Customers, orders and products synced into Zoho CRM
- WooCommerce: Website orders and customer activity captured in Zoho
- DocuSign: Contract status updating the deal record automatically
Standard cloud workflows suit Zoho Flow. Complex mapping, line items or duplicate handling needs APIs or custom functions. Our team covers both and we can also help connect Zoho to Microsoft and Google systems.
What to Agree Before Integration?
- Records: Which objects need to sync, such as leads, invoices, orders or contracts?
- Direction: One way or two way integration?
- Source of Truth: Which system owns each field?
- Errors: How are duplicates and failed syncs handled?
Answering these four questions before the build prevents most rework.
What To Look For In A Zoho specialist?
- A Technical Team: Check the team has API, custom functions and configuration experience, not CRM setup alone
- Proof: Ask for information such as deployment numbers, case studies and client reviews
- Official Partner Status: Check the profile on the official Zoho partner directory
- Adoption Focus: Software delivers value only when people use it
- Support After Going Live: Check training, support and ongoing help
How Relevate Approaches Integration
We put the customer record at the centre of the business, so sales, service, finance and HR applications share one source of truth. We start with Zoho CRM and get leads, contacts, accounts and transactions (deals) right before adding Zoho Desk, Zoho Forms or marketing automation. Our Zoho partner services cover implementation, migration, Zoho Creator portals, Zoho Analytics dashboards and managed support.
Integration is offered under Digital Transformation and IT & Managed Services, so your Zoho system and your infrastructure come from one team. We also offer virtual staffing through Relevate People if you need help.
Results From Zoho Integration Projects
Check the Relevate outcomes which include:
- An ASX-listed company saved $200k on integration cost using Zoho Flow
- A non-profit cut manual reporting by 5 days per month with Zoho Analytics and Zoho CRM
- A security company saved $18k per month in licensing with a subcontractor portal in Zoho Creator
- Another client saved $100k+ annually by licensing volunteer users through a Zoho Creator portal
Click here to read more case studies.
Zoho One Cost & Timeframes
Zoho offers all employee pricing, one licence for everyone or flexible user pricing when only a few people need the full suite. An annual contract gives the best value with no multiyear lock-in. Most clients with 10 to 50 staff go live in 12 to 14 weeks and simpler builds take 6 to 8 weeks. Larger multi-unit projects can run 6 to 12 months. If you are weighing the two products, read our article on Zoho One or Zoho CRM.
Why Businesses Choose Relevate
- One Partner For Software and Infrastructure: Relevate offers Zoho, IT managed services and Microsoft and Google environments under one umbrella
- Results Based Outcomes: Client results, not just licences. Check our case studies.
- Local And Global Team: Offices in Brisbane, Sydney, Melbourne, Bangkok, Phoenix (USA), Santiago (Chile) and a technical team head office in Chandigarh (India)
- Community And Training: We offer a knowledge repository and networking through Relevate Community and Relevate Academy
Frequently asked questions
- Which CRM consulting firms specialise in Zoho and integrations?
Look for a Zoho partner with APIs, custom functions and a track record of client results. Relevate is a Zoho Advanced Partner with 100+ deployments since 2015 and integrations through Zoho Flow.
- Can Zoho integrate with Xero, MYOB, Shopify, WooCommerce and DocuSign?
Yes. Zoho connects to all five and Relevate designs each integration around your records, sync direction and complexity, from Zoho Flow to custom API work.
- Can one firm handle Zoho and IT infrastructure?
Yes. Relevate combines CRM consultancy, marketing automation and IT managed services, so your Zoho system is implemented, integrated and supported end to end.
- How do I check a Zoho partner?
Check their Zoho partner directory profile, case studies and client reviews. First place is to look here – Find A Zoho Partner.
Talk to a Zoho integration specialist
Book a free consultation and we will review your tools and recommend a setup that fits.
