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Set up your first integration
Quickly connect Service Fusion to Zoho CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Service Fusion with Zoho CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Job Status Updated" from Service Fusion.
Add your action
An action happens after the trigger—such as "Add Attachment" in Zoho CRM.
You’re connected!
Zapier seamlessly connects Service Fusion and Zoho CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- When Job Status Changes To
Try ItTriggerInstant- New Estimate
Triggers when a new Service Fusion estimate is created.
Try ItTriggerPolling - New Job
Triggers when a new Service Fusion job is created.
Try ItTriggerPolling - TypeRequired
- Start DateRequired
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
ActionWrite
- New Customer
Triggers when a new Service Fusion customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new Service Fusion invoice is created.
Try ItTriggerPolling - New Tech
Triggers when a new Service Fusion tech is created.
Try ItTriggerPolling - Customer NameRequired
- Account Number
- Private Notes
- Public Notes
- Payment Terms
- Discount
- Discount Type
- Credit Rating
- Labor Charge Type
- Labor Charge Default Rate
- Qbo Sync Token
- Qbo Currency
- Last Serviced Date
- Is Bill For Drive Time
- Is Vip
- Is Taxable
- Parent Customer
- Referral Source
- Agent
- Assigned Contract
- Payment Type
- Tax Item Name
- Industry
- Prefix
- First Name
- Last Name
- Suffix
- Type
- Job Title
- Department
- Dob
- Anniversary
- Is Primary
- Email
- Email Class
- Email Types Accepted
- Phone
- Phone Type
- Phone Extension
- Street 1
- Street 2
- City
- State Prov
- Postal Code
- Country
- Nickname
- Gate Instructions
- Latitude
- Longitude
- Location Type
- Is Primary
- Is Gated
- Is Bill To
- Customer Contact
- Custom Fields
ActionWrite
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Connect Service Fusion and Zoho CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Learn how to automate Zoho CRM on the Zapier blog
Frequently Asked Questions about Service Fusion + Zoho CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Service Fusion and Zoho CRM
How can I set up a trigger in Service Fusion to create a new contact in Zoho CRM?
To set up a trigger in Service Fusion that creates a new contact in Zoho CRM, you would start by selecting 'New Customer Created' as the trigger event in Service Fusion. Following this, you can configure the action to 'Create Contact' within Zoho CRM, mapping relevant fields like name, email, and phone number to ensure data flows correctly.
Can I update customer information in Zoho CRM when it's changed in Service Fusion?
Yes, our integration allows updating customer information. You can use the 'Customer Updated' trigger from Service Fusion and set up an 'Update Contact' action in Zoho CRM, which will ensure any changes made in Service Fusion reflect in Zoho CRM.
Is it possible to sync jobs from Service Fusion with tasks in Zoho CRM?
It is possible to sync jobs from Service Fusion with tasks in Zoho CRM. By setting up a trigger for 'Job Created' or 'Job Updated' within Service Fusion, you can automate the creation or update of corresponding tasks in Zoho CRM.
What do I do if my integration stops working?
If your integration between Service Fusion and Zoho CRM stops working, first check if there have been any changes or updates to the API credentials or settings. We also recommend checking our activity logs for any error messages that could point to issues with data format or mappings.
How often does data sync between Service Fusion and Zoho CRM occur?
The frequency of data synchronization between Service Fusion and Zoho CRM depends on how you've configured your triggers. Typically, data sync occurs instantly when a specified event (like a new job or updated customer) happens.
Are there pre-built templates available for common workflows between these two platforms?
We offer several pre-built templates for common integrations between Service Fusion and Zoho CRM that can quickly get you started with syncing contacts, jobs, and updates without having to configure everything from scratch.
Can I customize which fields are synced between the two platforms?
Absolutely! You have full control over mapping specific fields from Service Fusion to their corresponding fields in Zoho CRM during integration setup. This allows customization based on your unique workflow requirements.
