# zsetup

> Zsetup is a Zoho partner. We implement, connect, optimise and support Zoho, and build our own tools for it.

Zsetup is run by Roman Shostak LLC, Sharjah Media City (Shams), Sharjah, UAE. We have been authorised Zoho partners for 10 years and are trusted by 300+ businesses, with 500+ projects delivered, 1,000+ workflows automated, 50+ platforms connected, and a 5/5 client rating.

## Services

- [Implement](https://zsetup.com/#services): We implement Zoho
- [Integrate](https://zsetup.com/#services): We integrate Zoho with your tools
- [Optimise](https://zsetup.com/#services): We optimise your Zoho
- [Support](https://zsetup.com/#services): We support your business

## Products

- [All products](https://zsetup.com/products): Extensions, integrations and apps that make Zoho CRM do more. Ask us about any of them.
- [LeadFilter AI](https://zsetup.com/products/leadfilter-ai): Screen inbound leads before they reach your pipeline. LeadFilter catches junk, flags uncertain leads for a person to review, and tells you why.
- [Zoho CRM AI Assistant](https://zsetup.com/products/zoho-crm-ai-assistant): Search, create and update Zoho CRM records in plain language, from a Chrome side panel that keeps you in control of every write.
- [Zoho CRM DevTools](https://zsetup.com/products/zoho-crm-devtools): A more comfortable place to work with Deluge. Themes, readability improvements and search across every function in your org.
- [Tax Subtotal for Zoho Quotes](https://zsetup.com/products/tax-subtotal): Adds the subtotal without tax and the total line tax to your Zoho CRM Quotes, and to your Quote templates.
- [Back To Leads](https://zsetup.com/products/back-to-leads): Convert Contacts, Accounts and lost Deals back to Leads in Zoho CRM, with their related tasks, calls and notes.
- [QuickBooks and Zoho CRM Integration](https://zsetup.com/products/quickbooks-zoho-crm): See QuickBooks Online invoices and their paid status inside Zoho CRM, and sync invoices, items and clients between the two.
- [Xero and Zoho CRM Integration](https://zsetup.com/products/xero-zoho-crm): See Xero invoices in Zoho CRM in a click, then send invoices, quotes, contacts and products from Zoho to Xero.
- [PayPal and Zoho CRM Integration](https://zsetup.com/products/paypal-zoho-crm): See PayPal invoices and their paid status on Zoho CRM contacts, and create PayPal invoices directly from Zoho.
- [Twilio SMS for Zoho CRM](https://zsetup.com/products/twilio-sms-zoho-crm): Send and receive SMS from Zoho CRM through your Twilio account, with templates, a full message log and workflows.
- [fastSMS New Lead Alerts](https://zsetup.com/products/fastsms-lead-alerts): Get a text message on your phone the moment a new Lead arrives in Zoho CRM, sent through your fastSMS account.
- [Gong and Zoho CRM Integration](https://zsetup.com/products/gong-zoho-crm): Send Zoho CRM deals, accounts and contacts to Gong automatically, and see deal stages, amounts and your own fields there.
- [Gravity Forms to Zoho SalesIQ and CRM](https://zsetup.com/products/gravity-forms-zoho-salesiq): Enrich Zoho CRM Leads from your Gravity Forms with the visitor's address and website visit history from Zoho SalesIQ.
- [Formstack Documents for Zoho](https://zsetup.com/products/formstack-documents-zoho): Flexible, branded documents from Zoho CRM. Send quotes, invoices and contracts automatically, with sections that adapt to each record.
- [Mailchimp and Zoho CRM Sync](https://zsetup.com/products/mailchimp-zoho-crm): Keep Zoho CRM and Mailchimp in step. Your Mailchimp campaigns and their results come into Zoho CRM automatically.
- [Zoho CRM for Resellers (ZRES)](https://zsetup.com/products/zoho-crm-for-resellers): An industry edition of Zoho CRM for businesses that resell: online and offline orders, sales tax, vendor orders and price books in one place.

## Guides

- [Zoho CRM and Zoho Books integration: plan the handoff](https://zsetup.com/blog/zoho-crm-zoho-books-integration): Compare the native Zoho CRM and Zoho Books integration with custom work. Plan record ownership, invoice and payment handoffs, and checks before syncing.
- [Fill a new Contact's phone from its Account in Zoho CRM](https://zsetup.com/blog/copy-account-phone-to-contacts-zoho-crm): Zoho CRM copies an Account's address to new Contacts, but not its phone or fax. A small workflow and Deluge function fill the gap.
- [Adding your own fields to Calls in Zoho CRM](https://zsetup.com/blog/custom-fields-for-calls-zoho-crm): Record a call's outcome, next step or anything else your team needs: custom fields on Calls, and when a separate module is the better home.
- [Setting up the Gong and Zoho CRM integration](https://zsetup.com/blog/gong-zoho-crm-setup): The four decisions to make before we connect Zoho CRM to Gong: which records, how often, which custom fields, and how the mapping is maintained.
- [Moving your data into Zoho CRM, a checklist](https://zsetup.com/blog/import-data-into-zoho-crm): Clean, map and import your records in the right order, so Contacts land on the right Accounts and nothing is lost on the way in.
- [Letting customers book meetings from Zoho CRM](https://zsetup.com/blog/meeting-booking-tools-zoho-crm): Zoho Bookings, Calendly or YouCanBookMe: how to choose a booking tool that checks your calendar and puts every meeting in the CRM.
- [Five ways to lower your Zoho CRM bill](https://zsetup.com/blog/reduce-zoho-crm-costs): Pay for the edition, users and apps you actually use. A short review of your Zoho subscription often finds savings.
- [How to send SMS from Zoho CRM with Twilio](https://zsetup.com/blog/twilio-sms-zoho-crm-setup): Set up outgoing SMS from Zoho CRM in three steps: install the extension, connect your Twilio account and send your first test message.
- [Copy email templates between Zoho CRM modules](https://zsetup.com/blog/copy-email-templates-between-zoho-crm-modules): Clone a template from Leads to Contacts, replace its merge fields and test the result without rebuilding the design.
- [Show the latest note in a Zoho CRM report](https://zsetup.com/blog/latest-note-zoho-crm-report): Understand why a recent-date filter can return several notes, and plan a reliable one-note-per-record reporting approach.
- [Zoho CRM implementation plan: a practical guide](https://zsetup.com/blog/planning-your-zoho-crm-implementation): Build a Zoho CRM implementation plan covering migration, fields, pipelines, accounting handoffs, automation, training and launch checks.
- [Share picklist values between Zoho CRM Leads and Contacts](https://zsetup.com/blog/shared-picklists-zoho-crm): Use global sets to keep shared CRM picklists consistent, and check lead conversion mapping before rolling out changes.
- [Zoho CRM and Mailchimp: plan a sync without duplicates](https://zsetup.com/blog/zoho-crm-mailchimp-integration): Define sync direction, record matching, field ownership and subscription handling before connecting Zoho CRM to Mailchimp.
- [Drip campaigns in Zoho CRM and Zoho Campaigns](https://zsetup.com/blog/zoho-drip-campaigns): Choose where your email sequence should run, define entry and exit rules, and test the handoff between marketing and sales.

## Contact

- New projects: hello@zsetup.com
- Existing clients: support@zsetup.com