Zoho people
Author: v | 2025-04-25
Zoho HR Apps include – Zoho People; Zoho recruit; Zoho Payroll; Zoho People. Zoho People is a cloud based HR Information System (HRIS). Zoho People takes care of your business Integrate Zoho Books with Zoho People. By integrating Zoho Books with Zoho People, you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customers
Zoho People integration with Zoho Directory
ON THIS PAGEIntroductionSet up the IntegrationPush Time Logs Automatically to Zoho BooksIntegration ReportsError Summary for SyncDisable the IntegrationIntegrate Zoho Books with Zoho PeopleBy integrating Zoho Books with Zoho People , you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customers accordingly. When you set up this integration, your organization name will be shared with Zoho People. Set up the IntegrationPrerequisite: You should be an admin in Zoho Books and Zoho People to set up the integration.To set up the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Connect next to Zoho People. FieldDescriptionCloneChoose Clone if you want two contacts with the same name to be stored separately.OverwriteChoose Overwrite if you want your existing contacts with the same name in Zoho Books to be overwritten with the contact details from Zoho People.Click Connect after choosing your preference.Note: In Zoho People, tasks and projects can be added individually without having to be linked to each other. However, for the integration, only tasks which are linked to a project and a customer will be pushed from Zoho People to Zoho Books.Your integration is now live and you can check the sync status by clicking the Refresh button. Note: You can integrate your Zoho Books organization with only one organization in Zoho People.Push Time Logs Automatically to Zoho BooksYou can automatically push time logs from Zoho People to Zoho Books when a timesheet is approved. Here’s how you can enable it:Go to your Zoho People account.Click Home in the left sidebar and go to your Zoho People Dashboard.Navigate to Settings in the top right corner.Under Integrations, select Zoho.Click View Details under Zoho Finance Suite.Select Edit/Revoke next to Zoho Books.Enable the option Push time logs automatically when a timesheet is approved.Note: When a time log is pushed, employees will be added as inactive timesheet users. Integration ReportsYou can view a report of all the transactions that were pushed from Zoho People to Zoho Books. Here’s how:Go to your Zoho People account.Click Reports in the left sidebar.Click the Integrations under the Time Tracker section. Error SummaryIn case something went wrong during the previous sync between your Zoho Books and Zoho People organizations, you can view a report of the errors that occurred during the sync. To view error summary in Zoho Books: Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click View Error Summary. Now, you’ll be able to view all the errors that occurred in the Error Details page. Disable the IntegrationIf you do not want to continue using this integration, you can disable the integration. To disable the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click Disable Integration.In the pop up that appears, click Confirm. Was this document helpful? Yes
Zoho People integration with Zoho CRM
Based on user reviews. The best part of Zimyo is that you have a one-stop shop for all your HR-related queries, including documents. Read Zimyo Reviews Why Zimyo Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Starting Price: $1 Per Month Categories in Common with Zimyo Common Alternatives of Zimyo and JobWatch Zimyo review compared to JobWatch "Awesomeeee :) " - Devang Mehta Compare 96.2% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #17 Category Champions | 2025 Zoho People Integrated HR Software for all kinds of businesses User Review This information is based on user reviews. The need for easy, fast-flowing, and less busy software that is easy to use. Read Zoho People Reviews Why Zoho People Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Starting Price: $1 Employee/Month Billed Annually Categories in Common with Zoho People Software Common with JobWatch and Zoho People Zoho People review compared to JobWatch "Best Zoho People " - Tanuj - Co- founder, Director Compare 90.8% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #18 Category Champions | 2025 User Review This information is based on user reviews. Got a complete business setup under one dashboard through the Delta Sales app. Very impressed with the overall reporting format. I can track the real-time performance of my business. Overall, a great app; very satisfied. Read DeltaSalesApp Reviews Why DeltaSalesApp Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Categories in Common with DeltaSalesApp Software Common with JobWatch and DeltaSalesApp DeltaSalesApp review compared to JobWatch "Great Sales App" - Satish Mehra Compare 88.3% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #19 Contenders | 2025 Freshteam An applicant tracking system for great recruiters User Review This information is based on user reviews. TheZoho People - Zoho Books Integration
Reach out when you need some extra support.If you still don’t feel confident in your Zoho setup, I insist that you email [email protected] to get a refund within 30 days. Why am I so confident doing this? Well, in over 3 years that this course has been available, I’ve received two refund requests. This course is a perfect match for someone setting up Zoho CRM for the first time Now, you might be asking yourself Why should I trust this guy? Let me tell you a little bit about myself... I’ve been in business since I was 10 years old. I started by purchasing bagels on the street and selling them to bankers a few doors down for double the price. Since then, I’ve come a long way. Over the years, I developed web design, development, marketing, and security companies, all of which were successful despite being part of an extremely competitive market. Other businesses began to notice the success of my process and philosophy, and I began to take on a more consultative role.It sounds cliche, but I’m passionate about helping people, especially small business owners, succeed. It took me years to get a stable business, and I feel the pain of business owners trying to do the same.Today, I’m not only a teacher. I implement what I preach on a daily basis in my own businesses. And as a Zoho partner, I’m working directly with the Zoho team to give feedback and constantly improve the system for you. Bottom line, I not only know the ins and outs of ZohoCRM but also how to run a successful business. Working with Lior is amazing. His understanding of Zoho is complete and he has the ability to give it over at the appropriate Zoho user level. Thank you Lior – you have been a big part in changing the face of our company. Lior is an excellent partner. In a very short period of time, through his CRM course, YouTube videos and live Q & A sessions, we have started on the correct path of setting up CRM, and are looking forward to integrating many of the Zoho CRM apps. His straightforward approach and high level of expertise is most welcome. Lior is one of the best people I have dealt with. Very honest and upfront with results and expectations. He knows his stuff well and the results are great. Lior Izik deserves a standing ovation for the amount of work that he has put into his free and paid training videos Still Undecided? 7 ways to know you’re ready to take control of your business with our subscription packages You’re setting up Zoho CRM for the first time and want to be sure that you NAIL IT right out of the gates by using only the proven processes that have benefited hundreds of business owners before you. You’ve been trying to make Zoho CRM work for you for weeks or months, but without much success. The system is overwhelming. Zoho HR Apps include – Zoho People; Zoho recruit; Zoho Payroll; Zoho People. Zoho People is a cloud based HR Information System (HRIS). Zoho People takes care of your business Integrate Zoho Books with Zoho People. By integrating Zoho Books with Zoho People, you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customersZoho People Archives - Zoho Blog
Start with 3 easy steps Features Matching Instantly see which leads/contacts/accounts from LinkedIn are already in your Zoho CRM and which are not Leads and Contacts are marked differently, so you will not confuse them View/edit existing Zoho CRM profiles without leaving LinkedIn Try now Saving Instantly save LinkedIn profiles straight to your Zoho CRM database Choose which LinkedIn information you would like to save and how Automatically save your LinkedIn conversations into your Zoho CRM as Notes or in a custom field Start saving to your Zoho CRM Sync In case a LinkedIn profile was updated. LinkMatch will show you the changes and offer to update those changes straight into your Zoho CRM Adjust Zoho CRM profile view in LinkedIn to only see what is important for you Automatically create Deals in Zoho populated with the configured information from LinkedIn profile Start automation AI Insights Identify decision-makers and key influencers instantly, helping you target the right people Analyze communication styles to personalize your outreach for better engagement rates Get quick prospect summaries and use custom prompts for deal-specific insights Start using AI to boost efficiency ... and even more On the Fly Profile We display up to three fields of additional info without opening the profile page Customer dashboard Manage your team, subscriptions, settings and analytics in one place. Unique LinkedIn Data Know when your client's birthday is or how many people are following him. How many new deals can you get by using LinkMatch for LinkedIn and Zoho CRM integration? 1 month duration in months 2 hours per day x 10+ leads per hour x 10% conversion rate x 1 months x 5 seats Pricing Accounts with 20+ paid users are eligible for a free 45 min onboarding call.Reach out to us to book one. Standard Plan $ 15.99 user/month 14 day free trial -->--> Features Instantly see which LinkedIn profiles are already in your Zoho CRM 100 email enrichments Save LinkedIn profiles directly into your Zoho CRM View/Edit your Zoho CRM profiles without leaving LinkedIn. Including Leads, Accounts, Deals and Tasks Autocreate Deals and Tasks prepopulated withZoho Invoice - Zoho People integration
Your contacts’ email signaturesSee who your colleagues know and how well, with “relationship strength scores” based on their email trafficSee whether these people who clicked email links also visit your website, which pages and for how longG2 review scoring:Ease of Use: 8.7Ease of Setup: 9.4Meets Requirements: 8.8Quality of Support: 8.5Ease of Doing Business With: 9.4Ease of Admin: 8.6Final result:Email CRM feature score: 6/10Average G2 review score: 8.9/10Google Play review score: 2.6/5 → 5.2/10FINAL SCORE: 6.7/10PricingPricing to get all of the above (6 of 10 features) on the Streak Pro plan:$49/user/month (billed annually) $59/user/month (billed monthly)6. Zoho CRM [6.4/10]Zoho is a true household name in the CRM industry, so I couldn’t omit them from this ranking.Zoho launched its small business CRM product in 2005 and has historically been positioning itself as a cheaper alternative to Salesforce. That is immediately its main selling point.If you’re looking for a CRM solution, Zoho has many tiers (and products even: Zoho CRM, Zoho CRM Plus, Zoho One, …). To get all three features below, you need to get on the Professional plan of its standard Zoho CRM product. Do note that its add-ons (like the comparable Gmail add-on) usually don’t get the best review ratings.Regarding the CRM itself, Kishore C., sales rep at a backoffice service provider, wrote about Zoho CRM: “Zoho CRM’s pricing is very low when compared to other CRM tools. The best feature of Zoho CRM is its low cost with more features. Also, Zoho CRM is very user-friendly when compared toIntegrating Zoho People with Zoho Connect - Zoho Corporation
Other CRMs. All the features are up-to-date and every feature is unique in its way. Zoho CRM can be integrated with other tools like marketing automation tools, or sales automation tools, which is useful for maintaining all the records in the tool.”Testing it outWhen I tried Zoho CRM, the email integration experience was somewhat underwhelming. While it did sync emails and allowed me to manage CRM tasks from my inbox, the process felt a bit clunky compared to other CRMs. The setup took longer than expected, and it didn’t automatically pull in new contacts from email interactions, which added extra steps to my workflow. The lack of advanced features like email signature enrichment also made it feel less efficient for managing high volumes of emails and leads.ScoringFeatures Zoho CRM offers: 3/10Update and use your CRM from within your email inboxLive sync your emails & calendar meetings to the CRMUse (shared or private) email templates when sending emails through the CRMFeatures Zoho CRM doesn’t offer:Auto-create contacts for people you’re emailing or meeting withAutomatically enrich your contact database by syncing your contacts’ email signaturesSend automated, personalized email sequences from your email inboxSee who your colleagues know and how well, with “relationship strength scores” based on their email trafficTrack whether people open your emails and click on the links in your emails sent from Gmail or OutlookSee whether these people who clicked email links also visit your website, which pages and for how longBe reminded of emails you haven’t replied to or customer. Zoho HR Apps include – Zoho People; Zoho recruit; Zoho Payroll; Zoho People. Zoho People is a cloud based HR Information System (HRIS). Zoho People takes care of your business Integrate Zoho Books with Zoho People. By integrating Zoho Books with Zoho People, you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customersComments
ON THIS PAGEIntroductionSet up the IntegrationPush Time Logs Automatically to Zoho BooksIntegration ReportsError Summary for SyncDisable the IntegrationIntegrate Zoho Books with Zoho PeopleBy integrating Zoho Books with Zoho People , you will be able to push all your time logs from Zoho People into Zoho Books and invoice your customers accordingly. When you set up this integration, your organization name will be shared with Zoho People. Set up the IntegrationPrerequisite: You should be an admin in Zoho Books and Zoho People to set up the integration.To set up the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Connect next to Zoho People. FieldDescriptionCloneChoose Clone if you want two contacts with the same name to be stored separately.OverwriteChoose Overwrite if you want your existing contacts with the same name in Zoho Books to be overwritten with the contact details from Zoho People.Click Connect after choosing your preference.Note: In Zoho People, tasks and projects can be added individually without having to be linked to each other. However, for the integration, only tasks which are linked to a project and a customer will be pushed from Zoho People to Zoho Books.Your integration is now live and you can check the sync status by clicking the Refresh button. Note: You can integrate your Zoho Books organization with only one organization in Zoho People.Push Time Logs Automatically to Zoho BooksYou can automatically push time logs from Zoho People to Zoho Books when a timesheet is approved. Here’s how you can enable it:Go to your Zoho People account.Click Home in the left sidebar and go to your Zoho People Dashboard.Navigate to Settings in the top right corner.Under Integrations, select Zoho.Click View Details under Zoho Finance Suite.Select Edit/Revoke next to Zoho Books.Enable the option Push time logs automatically when a timesheet is approved.Note: When a time log is pushed, employees will be added as inactive timesheet users. Integration ReportsYou can view a report of all the transactions that were pushed from Zoho People to Zoho Books. Here’s how:Go to your Zoho People account.Click Reports in the left sidebar.Click the Integrations under the Time Tracker section. Error SummaryIn case something went wrong during the previous sync between your Zoho Books and Zoho People organizations, you can view a report of the errors that occurred during the sync. To view error summary in Zoho Books: Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click View Error Summary. Now, you’ll be able to view all the errors that occurred in the Error Details page. Disable the IntegrationIf you do not want to continue using this integration, you can disable the integration. To disable the integration in Zoho Books:Go to Settings on the top right corner.Select Zoho Apps under Integrations.On the Zoho Apps page, click Show Details next to Zoho People.Click Disable Integration.In the pop up that appears, click Confirm. Was this document helpful? Yes
2025-03-29Based on user reviews. The best part of Zimyo is that you have a one-stop shop for all your HR-related queries, including documents. Read Zimyo Reviews Why Zimyo Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Starting Price: $1 Per Month Categories in Common with Zimyo Common Alternatives of Zimyo and JobWatch Zimyo review compared to JobWatch "Awesomeeee :) " - Devang Mehta Compare 96.2% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #17 Category Champions | 2025 Zoho People Integrated HR Software for all kinds of businesses User Review This information is based on user reviews. The need for easy, fast-flowing, and less busy software that is easy to use. Read Zoho People Reviews Why Zoho People Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Starting Price: $1 Employee/Month Billed Annually Categories in Common with Zoho People Software Common with JobWatch and Zoho People Zoho People review compared to JobWatch "Best Zoho People " - Tanuj - Co- founder, Director Compare 90.8% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #18 Category Champions | 2025 User Review This information is based on user reviews. Got a complete business setup under one dashboard through the Delta Sales app. Very impressed with the overall reporting format. I can track the real-time performance of my business. Overall, a great app; very satisfied. Read DeltaSalesApp Reviews Why DeltaSalesApp Alternatives to JobWatch? Better at features (out of 5) Value for money (out of 5) Customer support (out of 5) Categories in Common with DeltaSalesApp Software Common with JobWatch and DeltaSalesApp DeltaSalesApp review compared to JobWatch "Great Sales App" - Satish Mehra Compare 88.3% of users recommend this product This information is based on user submitted reviews. Free Demo Get Pricing #19 Contenders | 2025 Freshteam An applicant tracking system for great recruiters User Review This information is based on user reviews. The
2025-04-21Start with 3 easy steps Features Matching Instantly see which leads/contacts/accounts from LinkedIn are already in your Zoho CRM and which are not Leads and Contacts are marked differently, so you will not confuse them View/edit existing Zoho CRM profiles without leaving LinkedIn Try now Saving Instantly save LinkedIn profiles straight to your Zoho CRM database Choose which LinkedIn information you would like to save and how Automatically save your LinkedIn conversations into your Zoho CRM as Notes or in a custom field Start saving to your Zoho CRM Sync In case a LinkedIn profile was updated. LinkMatch will show you the changes and offer to update those changes straight into your Zoho CRM Adjust Zoho CRM profile view in LinkedIn to only see what is important for you Automatically create Deals in Zoho populated with the configured information from LinkedIn profile Start automation AI Insights Identify decision-makers and key influencers instantly, helping you target the right people Analyze communication styles to personalize your outreach for better engagement rates Get quick prospect summaries and use custom prompts for deal-specific insights Start using AI to boost efficiency ... and even more On the Fly Profile We display up to three fields of additional info without opening the profile page Customer dashboard Manage your team, subscriptions, settings and analytics in one place. Unique LinkedIn Data Know when your client's birthday is or how many people are following him. How many new deals can you get by using LinkMatch for LinkedIn and Zoho CRM integration? 1 month duration in months 2 hours per day x 10+ leads per hour x 10% conversion rate x 1 months x 5 seats Pricing Accounts with 20+ paid users are eligible for a free 45 min onboarding call.Reach out to us to book one. Standard Plan $ 15.99 user/month 14 day free trial -->--> Features Instantly see which LinkedIn profiles are already in your Zoho CRM 100 email enrichments Save LinkedIn profiles directly into your Zoho CRM View/Edit your Zoho CRM profiles without leaving LinkedIn. Including Leads, Accounts, Deals and Tasks Autocreate Deals and Tasks prepopulated with
2025-04-12Your contacts’ email signaturesSee who your colleagues know and how well, with “relationship strength scores” based on their email trafficSee whether these people who clicked email links also visit your website, which pages and for how longG2 review scoring:Ease of Use: 8.7Ease of Setup: 9.4Meets Requirements: 8.8Quality of Support: 8.5Ease of Doing Business With: 9.4Ease of Admin: 8.6Final result:Email CRM feature score: 6/10Average G2 review score: 8.9/10Google Play review score: 2.6/5 → 5.2/10FINAL SCORE: 6.7/10PricingPricing to get all of the above (6 of 10 features) on the Streak Pro plan:$49/user/month (billed annually) $59/user/month (billed monthly)6. Zoho CRM [6.4/10]Zoho is a true household name in the CRM industry, so I couldn’t omit them from this ranking.Zoho launched its small business CRM product in 2005 and has historically been positioning itself as a cheaper alternative to Salesforce. That is immediately its main selling point.If you’re looking for a CRM solution, Zoho has many tiers (and products even: Zoho CRM, Zoho CRM Plus, Zoho One, …). To get all three features below, you need to get on the Professional plan of its standard Zoho CRM product. Do note that its add-ons (like the comparable Gmail add-on) usually don’t get the best review ratings.Regarding the CRM itself, Kishore C., sales rep at a backoffice service provider, wrote about Zoho CRM: “Zoho CRM’s pricing is very low when compared to other CRM tools. The best feature of Zoho CRM is its low cost with more features. Also, Zoho CRM is very user-friendly when compared to
2025-04-18For compliance or training purposes.Why Businesses Choose Zoho Assist for Secure Remote SupportReliable for Sensitive IndustriesBecause of its security features, Zoho Assist is a good fit for sectors like finance, healthcare, and legal services that deal with sensitive data. Businesses in these industries require dependable security measures, which is why Zoho is a great option for safeguarding customer information.Privacy-First ApproachUnlike other software companies, Zoho has always maintained a privacy-first approach, ensuring that data collected through Zoho is not monetized or shared with third parties. Zoho Assist has an advantage because of its dedication to privacy, particularly for customers who are worried about data security.Flexible and Scalable for Various Business SizesIs Zoho Assist Safe offers security and performance features tailored to businesses of all sizes. Larger corporations can take use of the software’s strong security standards and compliance with international rules, growing it as their needs expand, while small firms benefit from its cost and ease of use.Potential Drawbacks and LimitationsWhile Zoho Assist is highly secure, users should consider a few limitations:Dependence on Internet Security: Like all remote access tools, Zoho Assist’s security is partly dependent on the user’s internet security setup. Using secure networks and ensuring strong password protocols are essential.Limited Offline Capabilities: Is Zoho Assist Safe security and functionality require an internet connection, which means remote assistance isn’t available offline, potentially limiting access in areas with connectivity issues.These limitations, which are not unique to Zoho Assist but rather apply to most remote access systems, emphasize how important safe online conduct is for both people and businesses.FAQs1. Does Zoho Assist comply with GDPR?Yes, Zoho is fully compliant with GDPR, ensuring that European clients’ data is handled according to strict privacy standards.2. Can Zoho Assist sessions be recorded for audit purposes?Yes, Zoho offers session recording, allowing administrators to keep an audit trail for compliance and training.3. Is Zoho Assist suitable for sensitive industries like finance or healthcare?Of course. Industries that need strict data security can benefit from Zoho robust encryption, session recording, and privacy protocols.4. How secure is the data transmission in Zoho Assist?Data transmitted via Zoho is encrypted with AES 256-bit encryption, one of the highest standards, ensuring that data shared in sessions is secure from unauthorized access.5. Does Zoho Assist offer multi-factor authentication?Yes, Zoho includes multi-factor authentication, adding an extra layer of security to prevent unauthorized access to accounts and sessions.With a range of safety protocols, Zoho meets the
2025-04-16Payroll software is tailored for up-and-coming Indian business with up to10 employees1 user1 work locationRefer pricing plansYou get more to enhance your payroll management experienceEmployee Self Service PortalShare payroll responsibilities with your employees and delegate appropriate tasks to them. They can view payslips, submit Form 16, declare Income Tax and claim reimbursements in this personalised, password-protected online space.Zoho Books, our accounting softwareGet your payroll transactions recorded automatically into your payroll ledgers with our accounting software, Zoho Books. Stay audit ready with automated bank reconciliation.Zoho People, our HRM softwareSync employee information, manage leaves and record attendance with our Zoho People integration. This in-house app bridges payroll and HR functions and can be used with a single sign-on.Caring for your business beyond free payroll softwareFind resources on our website - Choose from key learning materials like essential business guides, blogs, and FAQs. Find everything you need to learn about payroll with us, hassle-free.Forums and Community Learning Series (CLS) - We offer our customers exclusive forums and CLS sessions to discuss the tips and tricks for running payroll efficiently.Dedicated product support team - Our free payroll software is intuitive, yet our support team is still here to help! You'll be in good hands when you reach out to us for assistance. Email: [email protected] customers have infinite reasons to love the Free plan!WOW! Being a startup, I never knew that handling employee salaries can be so easy. Zoho Payroll is just amazing to use. I can never think about switching to another platform.Deepak Tuli,Co-Founder, Nevrio Technology ServicesOur biggest pain point with handling payroll was managing employee salaries and Zoho Payroll solves this with ease. What I love about it is how seamlessly Zoho Payroll can integrate with the other products we use. Switching to Zoho Payroll has been one of the best decisions we
2025-04-03