Zoho Corporation and partner companies publish Zoho CRM integrations in the Zoho Marketplace, among them extensions for Zendesk, Xero and QuickBooks. Fluidlabs publishes Zoho CRM for Docusign IAM on the Docusign App Center and builds private integrations for your team.
Fluidlabs publishes Zoho CRM for Docusign IAM, live on the Docusign App Center under the name Zoho CRM. On 28 September 2026 it was the one Zoho CRM app there. Zoho publishes its own Docusign extension in the Zoho Marketplace.
Each card covers one Zoho CRM integration: what moves, which way, and who publishes it today. Fluidlabs publishes one of them, the Zoho CRM app on the Docusign App Center. For the other systems, we build and host a private integration for your team.
Deal, contact and account fields fill the agreement, the signer's values return to the record, and the signed PDF lands in its attachments.
Public integrations by Fluidlabs and Zoho Corporation.
Today: Fluidlabs publishes the Zoho CRM app on the Docusign App Center, with Read, Writeback and File Upload steps for Workflow Builder. Zoho publishes a Docusign extension of its own in the Zoho Marketplace.
Xero customers sync to Zoho CRM, and reps create or cancel Xero invoices without leaving Zoho CRM.
Today: Ulgebra publishes Xero for Zoho CRM, a paid Zoho Marketplace extension. It syncs Xero customers with Zoho CRM, creates and cancels invoices, and lists each customer's invoices under its contact and account.
Customers, estimates, invoices and payments sync between Zoho CRM and QuickBooks, in one direction or both.
Today: Zeeyes AI publishes the QuickBooks Extension for Zoho CRM, a paid Zoho Marketplace extension. It syncs customers, vendors, estimates, invoices, purchase orders, payments, products and tax data, one-way or bidirectional.
Subscribers and campaigns move between Mailchimp and Zoho CRM, and Mailchimp campaigns land in the Campaigns module.
Today: Zoho publishes a free Mailchimp extension. It syncs Mailchimp campaigns and subscribers with Zoho CRM, one way or both, and imports campaigns into the Campaigns module.
Reps dial from Zoho CRM through RingCentral, and each call's details land in Zoho CRM as a logged call.
Today: Zoho publishes a free RingCentral extension with single-click dialing, screen pop-ups for incoming calls and automatic call logging.
Zendesk tickets carry the matching Zoho CRM contact and lead data, and sales follows each customer issue from Zoho CRM.
Today: Zoho publishes Zendesk for Zoho CRM, a free extension. Users view and add contacts, leads and customers from Zendesk within Zoho CRM, and Zendesk tickets carry the matching Zoho CRM contact and lead information.
Shopify customers become Zoho CRM contacts, with their sales and product details beside the record.
Today: Zoho publishes Shopify for Zoho CRM, a free extension that syncs customers, sales and product details between a Shopify store and Zoho CRM.
Team members pull up a Zoho CRM record inside Slack with a slash command.
Today: Zoho publishes Slack for Zoho CRM, a free extension. Slash commands in Slack pull up any Zoho CRM record.
A deal moves from its closing stage to an invoice in four steps. A relay we build, or Zapier, sends the API call that starts the Docusign workflow, and the Fluidlabs app handles the third step inside Workflow Builder. Extensions from Ulgebra and Zeeyes AI sync invoices with Xero and QuickBooks. If the invoice has to wait for the signature, a private integration we build and host for your team runs the fourth step. It signs in to the accounting system, maps the deal to the invoice and retries failed calls.
Deal reaches the stage your team names
Customer signs the order form
Signed values and the PDF return to the deal
Invoice goes out for the signed amount
Each pattern below rests on a part of Zoho CRM or of the Fluidlabs app that its publisher documents. We pick one on the scoping call, based on how soon the other system needs a change and how many records move at once.
Our Zoho CRM app reads a record into a Docusign workflow, writes the signer's values back and attaches the signed PDF. An API call that carries the record ID starts the workflow.
Use it when the signature is the event that updates Zoho CRM.
A Zoho CRM workflow rule sends up to 10 fields to a URL when a record meets its criteria. A relay we host acts in the other system, such as starting a Docusign workflow, which Zapier's Trigger Workflow action also does on IAM plans.
Use it when a stage change or a new record has to start work in another system.
The Notification API posts to a URL we host each time records in a module change, and a condition narrows it to fields such as a deal's Stage. The relay renews each channel before it expires.
Use it when an integration needs every create, edit and delete in a module.
A job reads the records that changed and upserts up to 100 per call, matching each on a duplicate check field. Each call spends credits from the edition's rolling allowance.
Use it when hundreds of records move at once and minutes of delay are fine.
We took each fact from the vendors' own documentation and listings. The sources list at the foot of this page links each one.
Verified on 28 September 2026.
The engineers who build the integration also run it, so the people who answer your questions know the code.
The documents your security team will ask for exist, are current, and are ready to hand over. Terms of service and the privacy policy are published on this site.
EUR 1M technology and cyber insurance, evidenced on request.
Independently certified by Swiss Approval, current to May 2027 and verifiable through the issuing body.
GDPR, UK GDPR and Swiss FADP covered, with the EU standard contractual clauses incorporated. Read it now, request the version for signature.
Licence, support response targets, availability, IP and liability for your use of the extension apps. Personal data stays with the DPA.
Certifications, hosting and encryption, access control, secure development, monitoring and incident response, in one document for your security assessment.
The Security & Data Protection Overview and the DPA prepared for signature are provided on request: , or email secops@fluidlabs.com.
Thirty minutes with an engineer, then a written scope with a fixed price.
Opens a short form here. You stay on this page.
Each vendor fact on this page comes from one of the pages below.
Zoho CRM and the other product names and logos on this page are trademarks of their owners. Fluidlabs uses them to identify the products. Their use implies no endorsement. Docusign is a trademark of Docusign, Inc. To ask us to remove a mark, email hello@fluidlabs.com.
