The challenge
The company's sales and field teams worked in Zoho CRM while the finance team ran everything in Sage Intacct. Winning jobs in Zoho had no connection to invoicing in Intacct — every closed deal required manual re-entry to trigger billing, causing delays and revenue leakage.
What we built
- Zoho Creator workflow integration with Sage Intacct API for closed-won deal → invoice automation
- Customer record sync between Zoho CRM and Intacct to maintain a single source of truth
- Project and job data flowing from Zoho into Intacct for accurate project accounting
- Automated billing triggers based on job stage milestones defined in Zoho
The outcome
- Invoice created in Intacct automatically when a job closes in Zoho — zero manual re-entry
- Revenue recognized faster with billing triggered at the correct project milestone
- Finance team operating from Intacct data that reflects field team activity in real time