Features > Integrations > ZohoCRM Configurator
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Accelerate Sales Cycles with Zoho CRM Integration

Seamlessly connect product configuration and quoting to your Zoho CRM deals. Eliminate manual data entry and errors.

Why Zoho CRM Quotes Aren't Enough for Manufacturers

Standard CRM quotes are just simple lists.

Zoho CRM is a powerful CRM, but its native quote module assumes you are selling simple items like "Hours" or "Standard Widgets".

  • No Product Logic: You can add incompatible items together without warning.
  • Manual Pricing: Sales reps often have to manually calculate complex prices in Excel.
  • Zero Visualization: The quote is just text. No drawings or 3D models.
  • Disconnected BOMs: The sales quote data isn't ready for production.

Zoho CRM Handles

  • Leads & Contacts
  • Deal Pipeline
  • Activity Tracking
  • Email Automation
  • Forecasts

Mercura Handles

  • Product Configuration
  • Complex Pricing Rules
  • Visual Quoting (PDF/3D)
  • BOM Generation
  • Technical Validation

Measurable Business Outcomes

50%
Faster Quote Generation
100%
Pricing Accuracy
40%
Increase in Deal Size
0
Copy-Paste Errors

Key benefits of Zoho CRM integration

Integrate configuration, pricing, and quoting

Connecting Mercura CPQ with Zoho CRM eliminates siloed processes. Sales teams can configure products, generate quotes, and sync data seamlessly without manually switching between tools, improving efficiency and accuracy.

Increase sales speed and accuracy

Automated data sync ensures that every quote generated in Mercura is instantly reflected in Zoho CRM. This reduces manual entry errors, accelerates approval workflows, and helps close deals faster with accurate, real-time information.

Empower your sales team

By embedding advanced CPQ capabilities within Zoho CRM, you give your sales team the tools to handle complex product configurations confidently. Visual aids and guided selling features ensure they can offer the right solutions every time.

Seamless Data Flow Architecture

Mercura launches directly from a Zoho CRM Deal. Configuration data is synced back to the Deal and Quote modules automatically.

Zoho CRM
  • Account
  • Contact
  • Deal Stage
  • Currency
Account, Contact, Deal Stage, Currency
Deal context into engine
Quote back to deal
Zoho CRM Record
  • Quote PDF
  • Line Items
  • Total Price
  • Configuration Specs
Quote PDF, Line Items, Total Price, Configuration Specs
"

Success in CRM Adoption

"Our sales team used to hate adding quotes to Zoho. With Mercura, it's just one click to configure and sync. Adoption skyrocketed."
Sales Director
HVAC Manufacturer
100% CRM adoption 2x Faster sales cycle

See Mercura in action

How We Connect

1

Install

Install the Mercura extension from Zoho Marketplace.

2

Authorize

Grant API access to sync Deals and Quotes.

3

Map

Map CRM fields to Configurator inputs.

4

Sell

Launch configurator from any Deal.

Enterprise Risk Reduction

Do I need a Zoho developer?

No, we provide a standard plugin/extension for Zoho CRM.

Does it work with Zoho One?

Yes, it is fully compatible with Zoho One and Zoho CRM standalone.

Where is the data stored?

Master data stays in Mercura; transaction data is synced to Zoho.

Can we use custom modules?

Yes, we can map configuration data to custom modules in Zoho.

Connected Ecosystem

Mercura links Zoho CRM to operations.

ERP (Zoho Books, NetSuite)
Marketing (Zoho OmniMarketing)
Support (Zoho Desk)

Request a CPQ demo