Integration · CRM

DynamxMFG + Zoho CRM

Sync customer data and order status between Zoho CRM and the shop floor - sales and production working from the same live picture.

What it does

Sales and production, finally in sync

Quotes become jobs

When a deal closes in Zoho CRM, production knows. Quotes turn into jobs without re-keying, so nothing is lost in the handoff between sales and the shop floor.

Order status back in your CRM

Sales sees live production status against each order without walking the floor. Fewer chasing calls, and delivery promises customers can rely on.

One customer record

Customer and order data stays consistent between Zoho CRM and DynamxMFG. No separate copies drifting apart, no conflicting answers for the customer.

What you can do

10 Zoho CRM operations built into your workflows

DynamxMFG connects to Zoho CRM through our Make automation layer. Make exposes 26 Zoho CRM operations in total; these are the ones that do real work in a factory. Each can be triggered by a live event on the shop floor.

TriggerWatch ObjectsTriggers when a new object is created or updated.
ActionCreate an ObjectCreates a new object.
ActionUpdate an ObjectUpdates an existing object.
ActionDelete an ObjectDeletes an existing object by its ID.
ActionGet an ObjectReturns information about an object.
ActionUpdate a Related RecordUpdates a related record.
ActionDelete a Related RecordDeletes a related record.
ActionUpsert a LeadUpserts a lead.
See all 10 operationsShow fewer
ActionUpload a PhotoUploads a new photo.
SearchSearch ObjectsSearches for objects.

How it works

Set up with you, not left to you

Your Zoho CRM connection is configured during your 90 day onboarding.

1

Map your pipeline

We map your Zoho CRM pipeline stages, customers and orders to DynamxMFG together.

2

We configure and test

Our team sets up the sync and tests it against your real data before anything goes live.

3

Run one source of truth

Sales and the shop floor reflect the same real-time state. Delivery promises are based on facts, not guesswork.

“With DynamxMFG’s integration and automation capabilities, the possibilities are endless.”

Philippos F, Head of Digital Transformation, CPL / KLUBB Group

Read customer reviews

Questions

Zoho CRM integration FAQs

How long does the Zoho CRM integration take to set up?

It is configured and tested during your 90 day onboarding. Our team sets up the connection against your real Zoho CRM data, so you are not left to figure it out alone.

Is the Zoho CRM sync one-way or two-way?

Two-way. Data flows in both directions between DynamxMFG and Zoho CRM, so there is no single point of entry and no stale records sitting in either system.

Does DynamxMFG replace Zoho CRM?

No, and that is deliberate. Zoho CRM stays as your CRM and your sales team keeps the tools they know. DynamxMFG adds live production control alongside it.

We use HubSpot, Salesforce or Pipedrive instead. Is that supported?

Yes. DynamxMFG also connects to HubSpot, Salesforce and Pipedrive. See the full list on our integrations page, or book a demo and tell us what you run.

Does the Zoho CRM integration cost extra?

It depends on the connector and your chosen platform licence. Book a demo and we will give you exact pricing for your stack.

Is my customer data secure during sync?

Yes. Connections use secure, authenticated APIs and your data stays within your own accounts. Nothing is shared beyond the systems you choose to connect.

See Zoho CRM and your shop floor in sync

Book a 15 minute walkthrough and we will show you the connection running against a factory like yours.

Book a Demo