Zoho to Zoho
Zoho One apps set up to share one customer record: CRM, Books, Inventory, Desk, Projects and Analytics.
Your Zoho Partner and integration specialists in Australia.
The Desk is a Melbourne-based Zoho Authorized Partner. We implement Zoho CRM and Zoho One, then connect Zoho to the rest of your tech stack, for businesses in Melbourne, Sydney, Brisbane and across Australia.120+ apps connected so far, plus anything with an open API.
- Order #1042 added to Zoho Inventory
- Stripe payment matched in Zoho Books
- New ticket posted to Slack
Zoho Partner
Everything Zoho, from the first plan to ongoing support.
As a Zoho Authorized Partner we plan, set up, connect and look after Zoho for Australian businesses.
Zoho consulting
A Business Systems Audit of how you run today, then a clear plan for which Zoho apps you need and how they fit together.
More on Zoho consultingZoho CRM implementation
Zoho CRM set up and customised around your sales process: pipelines, fields, layouts, automations, email and reporting.
Zoho One implementation
CRM, Books, Inventory, Desk, Projects, People and Analytics rolled out as one connected system, not a pile of separate apps.
Zoho integration
Zoho connected to MYOB, Xero, Shopify, Stripe, Microsoft 365 and 120+ other apps, so data moves on its own.
More on Zoho integrationMigration to Zoho
Data moved across from spreadsheets, Salesforce, HubSpot, Pipedrive and older systems, and cleaned up on the way.
Custom apps and automation
Zoho Creator apps, Deluge functions and Zoho Flow for the processes standard setups can’t handle.
More on Custom apps and automationAI in Zoho
Zia, plus Claude and ChatGPT connected to your Zoho data, used where they genuinely save time.
More on AI in ZohoTraining and support
Your team trained on the system built for them, then ongoing support, changes and health checks after go-live.
What we connect
Every system talking to every other.
Zoho integration means your apps share data automatically, so nobody retypes an order, a contact or an invoice.
Zoho to your other apps
Accounting, ecommerce, payments, email, calendars and the tools your team already relies on.
Custom and legacy systems
In-house software and databases like MySQL, PostgreSQL and SQL Server, connected through their APIs.
Apps
120+ apps, plus anything with an open API.
A few of the apps we connect most.
Zoho CRM
Zoho Books
Microsoft Office 365
Google Sheets
Shopify
Stripe
MYOB AccountRight Live
HubSpot CRM
Slack
Salesforce
Claude
ChatGPT
AI
- Claude
- ChatGPT
Microsoft Copilot
Google Gemini
Zoho apps
Zoho One- Zoho CRM
- Zoho Books
Zoho Inventory
Zoho Desk
Zoho Projects
Zoho Analytics
Zoho Creator
Zoho People
Zoho Recruit
Zoho Campaigns
Zoho Sign
Zoho Forms
Zoho Expense
Zoho Invoice
Zoho WorkDrive
Zoho Mail
Zoho Cliq
Zoho Meeting
Zoho Sites
Zoho Vault
Zoho Assist
Zoho Survey
Zoho Notebook
Zoho Showtime
Zoho ToDo
ZeptoMail
TrainerCentral
Qntrl
Accounting and payments
- MYOB AccountRight Live
QuickBooks- Stripe
PayPal
Chargebee
Expensify
Invoice Ninja
ZipBooks
Upflow
MAXIO
Ecommerce
- Shopify
WooCommerce
SureCart
Voucherify
Lodgify
Email, files and teamwork
- Microsoft Office 365
Microsoft Outlook
Microsoft Teams
Microsoft OneDrive
SharePoint
Microsoft Excel
Google Calendar
Google Drive- Google Sheets
- Slack
Dropbox
Box
Notion
Airtable
Confluence
GoToMeeting
CRM and sales
- HubSpot CRM
- Salesforce
Pipedrive
Freshsales
Salesmate
Nutshell
Kommo (formerly amoCRM)
Teamleader
Apollo.io
Outreach
Qwilr
Salesflare
Onpipeline
Highrise
Sansan
MadKudu
Clearbit
GoDial
Myphoner
Agiled
FluentCRM
Marketing
Mailchimp
Klaviyo
Campaign Monitor
MailPoet
Mailshake
SmartReach
Referral Rock
Phantombuster
Dubb
ZeroBounce
Xverify
Projects and support
Jira Cloud
Trello
Monday
Wrike
Productive
Zendesk
Freshdesk
Customerly
Opsgenie
Statuspage
GitHub
Bitbucket
Starred
Forms, bookings and websites
Typeform
Calendly
Cal.com
YouCanBook.me
WordPress.org
Elementor Pro
Contact Form 7
Ninja Forms
Bit Form
Akismet for WordPress
HR and time
BambooHR
Connecteam
Calamari
Harvest
Ronin
Databases and ERP
MySQL
PostgreSQL
SQL Server
MariaDB
SAP S/4HANA
Examples
Common Zoho integrations.
What moves between two systems once they're connected.
ShopifyZoho Inventory integration
Orders, stock and customers stay in step, so you never sell what you don’t have.
Website formsZoho CRM integration
Every enquiry lands in the CRM as a lead, assigned to the right person.
Microsoft 365Zoho CRM integration
Emails and meetings logged against the right contact, without copying anything.
StripeZoho Books integration
Payments recorded and matched to their invoices.
MYOBZoho CRM integration
Sales and accounts share the same customers and invoices.
Zoho CRMZoho Desk integration
Sales and support see the same customer history.
How we connect it
The simplest connection that will hold up.
We pick the method for each system based on what it needs to do.
- Native Zoho integrations
- When Zoho already connects to the app, we switch it on and configure it properly.
- Zoho Flow
- For moving data between apps when something happens, without custom code.
- Deluge and custom functions
- For business rules the standard options can’t handle.
- APIs and webhooks
- For custom, legacy and in-house systems, and anything with an open API.
Where we work
A Melbourne Zoho Partner, working Australia-wide.
We’re based in Melbourne. Most of a Zoho project runs over video calls and screen shares, so we work with businesses anywhere in Australia.
- Melbourne
- Sydney
- Brisbane
- Perth
- Adelaide
- Canberra
- Hobart
- Gold Coast
- Geelong
- Regional Australia
Questions
Common questions
- What does a Zoho Partner do?
- A Zoho Partner is a company authorised by Zoho to plan, set up, customise and support Zoho apps for businesses. We work out what you need, configure Zoho CRM or Zoho One around your processes, move your data across, connect your other systems, train your team and stay on to support it.
- Is The Desk an authorised Zoho Partner?
- Yes. The Desk is a Zoho Authorized Partner based in Melbourne, Victoria, working with businesses across Australia.
- Do you work with businesses outside Melbourne?
- Yes. We're based in Melbourne and work with businesses in Sydney, Brisbane, Perth, Adelaide, Canberra, Hobart and regional Australia. Most of a Zoho project runs over video calls and screen shares, so location doesn't slow anything down.
- Should we use Zoho CRM or Zoho One?
- If you mainly need to manage leads, deals and customers, Zoho CRM on its own is often enough. If you also want finance, inventory, support, projects, HR and reporting on one platform, Zoho One is usually better value. We help you choose after looking at how your business runs.
- How long does a Zoho implementation take?
- It depends on how many apps, users, integrations and how much data are involved. A focused Zoho CRM setup is much quicker than a full Zoho One rollout. We start with a Business Systems Audit, which gives you a scoped plan and timeline before any build starts.
- What is Zoho integration?
- Connecting Zoho apps to each other and to the other software your business runs on, so data moves between them automatically instead of being typed in twice.
- Which apps can you connect to Zoho?
- 120+ apps so far, including Microsoft 365, Google Workspace, Shopify, Stripe, MYOB, HubSpot, Salesforce, Claude and ChatGPT, plus anything with an open API.
- Can Zoho integrate with Xero or MYOB?
- Yes. MYOB AccountRight Live is already on our list, and Xero has an open API, so it can be connected too. Some businesses move their accounting into Zoho Books instead; we help you work out which makes sense.
- Can you move us to Zoho from another system?
- Yes. We migrate data from spreadsheets, other CRMs such as Salesforce, HubSpot and Pipedrive, and older business systems, cleaning it up on the way so you start in Zoho with records you can trust.
- Do we have to move everything into Zoho?
- No. We connect the tools that already work for you and only replace the ones that don’t.
- Can you fix a Zoho setup someone else built?
- Yes. We take over Zoho accounts that were set up quickly or have grown messy: we audit what's there, clean up the data and automations, and rebuild what isn't working.
- Do you support Zoho after go-live?
- Yes. We train your team, then stay on for ongoing support, changes and improvements as the business grows.
- Why choose The Desk as your Zoho Partner?
- We start with how your business actually runs, not with the software. The Desk was founded by Dan Sheehan after 25+ years in finance, hospitality, construction and manufacturing, and we specialise in the parts other setups miss: integration with your other systems, clean data, automation and practical AI.