Streamline your Processes
Integrate your Systems
Unlock the Value of your Data

seamless CRM integration with print management software

HOW WILL THIS HELP ME?

Get your key systems working effectively together. Use the power of CRM to drive your lead and sales pipeline management and then handover to printIQ for online quoting, ordering and production management. Customer data is entered once and synced through ready for quotes and orders to be raised. No more siloed data or manual re-entry of information.

Overview

Account and Contact data is entered into CRM and synced across to printIQ to create Customers along with billing and delivery Contacts. You choose the fields to sync between the systems including address, phone, credit terms, industry/sector.

Quotes or Orders raised in printIQ create Deals in your CRM using key information including products quoted, quote date, value and status. There is a handy URL link in the CRM Deal to the Quote in printIQ and as the quote status changes so does the Deal stage.

Using the workflow automation in your CRM you can set-up internal alerts and reminders for follow-up along with automated notifications to customers in your sales pipeline. Sales reports are accurate, last purchase dates are known and customer orders are visible to the entire team. We have integrations available for both Zoho CRM and Hubspot.

Key Features

2-way data sync

2 way Company and Contact data sync so you only enter data once

Sales pipeline automation

Create a Quote in printIQ and a Deal is automatically created in CRM

Choice of field mapping

You choose the data set / fields to sync between CRM and printIQ

Automatic pipeline updates

CRM Deal Stages updated based on Quote Status in printIQ

Alerts and reminders

Automate alerts and reminders in CRM based on Quote Sent Date or Deal Stages

Single click to printIQ

Easy, one click to view printIQ quote from associated Deal in CRM

Testimonial

"Just a note to say the integration between printIQ and Zoho CRM is in and working well so far. Thanks to your team for their support during this process. We have found all of your team an absolute pleasure to work with."
Jonathan O'grady, Excel Digital
Marketing Manager

Frequently asked questions

Zoho Professional plan or above is required along with the IQconnect – API module for printIQ.

Typically 2-3 weeks allowing time for scope approval, development and user acceptance testing.

Yes there is an annual Managed Hosting fee for the integration.

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