CRM
Zoho CRM as a data source for receivables management
Zoho CRM stores the accounts, contacts and deals behind your customer relationships. On request, we agree which records go to Fortis Inkasso when payments are overdue and how status information could flow back.
Markets: Germany · Europe · USA
Integrations are being added
The integrations shown here are currently being added to the Fortis system and are not yet available for general use. If you would like to use one, please contact us directly – via the request form or at info@fortis-inkasso.de.
How Fortis works with Zoho CRM
If the integration is approved for your account after review, Fortis Inkasso could take over the open items of overdue customers together with the related account and contact data from Zoho CRM. We carry out reminders and debt collection and provide the processing status as agreed, so your team knows where each case stands.
These integrations are currently being added to our system. If you would like to use one, please contact us directly.
Typical data from Zoho CRM
- Accounts with billing address
- Contact persons and details
- Deals and deal amounts
- Notes on the customer
Which data is transferred is agreed with you when access is activated.
How access works
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Zoho CRM is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.