FieldproxyIntegration guide · Zoho CRMZoho CRM for the pipeline. Fieldproxy for the job. One customer in both.
Keep Zoho CRM for your pipeline and connect it to a field service system for the work. In Fieldproxy, accounts and contacts are kept matched on the Zoho record ID, and a deal reaching Closed Won (or a stage you choose) creates a job with its products as line items. As the work happens, job status, technician notes and photos go back to the deal or account timeline in Zoho CRM, so sales and service see the visit without leaving Zoho. The connection is approved by your Zoho CRM admin in your own Zoho data centre.
Fieldproxy is AI-native field service software set up around each company's workflow: scheduling, the Android and iOS technician app, your own forms and checklists, quotes, invoices, stock and service agreements. Set up for you, live within a day, with unlimited users on one price per company.
See your Zoho CRM deals turn into jobs
Tell us which deals lead to field work. We set it up on your own layouts and fields before you commit.
Why teams connect them
Zoho CRM knows the customer. It doesn't run the visit.
Zoho CRM is where leads, accounts and deals live, often alongside other Zoho apps. What it does not do on its own is run the field: a schedule board, a technician app that works offline, checklists with required photos, parts on the van, a quote changed on site, a signature. So the won deal is copied into another tool, the site details are retyped, and the account timeline in Zoho never shows what actually happened at the customer's site.
Connecting Zoho CRM to a field service system fixes the handoff: the deal becomes the job, and the job's story comes back to the CRM.
What syncs
What moves between Zoho CRM and Fieldproxy, and when
A typical setup. Your modules, layouts and custom fields are mapped one by one at setup.
| Object | Direction | When it moves |
|---|---|---|
| Accounts and contacts | Both ways | Kept matched on the Zoho record ID. A customer added in the field comes back to Zoho CRM. |
| Deals | Zoho CRM → Fieldproxy | A deal reaching Closed Won, or a stage you choose, creates a job with the account, contact and site. |
| Deal products | Zoho CRM → Fieldproxy | Products on the deal become the job's line items and drive its checklist. |
| Job outcome | Fieldproxy → Zoho CRM | Status, technician notes and photos go back to the deal or account timeline as the job moves. |
| Custom modules and fields | Set up per account | Mapped at setup, with one owner per field. Set up per account. |
| Invoices to Zoho Books | Set up per account | How Fieldproxy invoices reach Zoho Books is set up per account. |
OAuth from a Zoho CRM admin, in your Zoho data centre (US, EU, IN, AU). Zoho API credits are counted per day, so syncs are batched.
See your own Zoho CRM stages mapped to jobs before you commit.
Get DemoThe workflow
From Closed Won to completed job and paid invoice
For installs, one-off jobs and new maintenance contracts.
- 1
The deal is won
Salesperson, in Zoho CRM
The deal moves to Closed Won, or whichever stage you set. Account, contact, site and products are already on it. - 2
A job is created
Fieldproxy
The products become line items and set the job type's checklist. Bigger work becomes a project with stages. - 3
It is scheduled
Office, with the Dispatch agent
The Dispatch agent suggests who should go by skills, distance, free time and van stock; the office confirms before anything is sent. - 4
The work is done on the phone
Technician or subcontractor
GPS check-in, checklist with required photos, parts used, extra work quoted on site and the customer's signature, in any of 27 languages, offline if needed. - 5
Zoho CRM shows the outcome
Fieldproxy to Zoho CRM
Status, notes and photos are added to the deal or account timeline. - 6
Invoice and books
Fieldproxy to accounting
The invoice is built from the job, paid by payment link or Tap to Pay, and synced to your accounting system.
After the install
Service agreements that keep the account alive
Most of the value of a customer comes after the first job. That work lives in Fieldproxy, and the CRM sees it.
- 1
An agreement is set up from the job
Visit frequency, the checklist per visit and the assets covered. Recurring visits are created on schedule. - 2
Each visit lands on the timeline
Status and notes go back to the Zoho CRM account, so the account owner sees every service visit, not just the first sale. - 3
Findings become new deals
When a technician quotes extra work on site, whether it creates a deal in Zoho CRM is set up per account, so upsells are not lost.
What stays where
What stays in Zoho CRM, and what moves to Fieldproxy
Zoho CRM owns the relationship and the pipeline; Fieldproxy owns the work. The field tools you use today are replaced, not connected on top.
Stays in Zoho CRM
- Leads, accounts, contacts and deals
- Sales pipeline, activities and email
- CRM reporting and forecasting
- Other Zoho apps you run for sales and marketing
Moves to Fieldproxy
- Scheduling and dispatch, including subcontractors
- The technician app: checklists, photos, signatures, offline, GPS check-in
- Quotes changed on site, invoices, payment links and Tap to Pay
- Service agreements and recurring visits
- Sites, assets with QR codes, warehouse and van stock, purchase orders
- A customer portal for quotes, jobs and invoices
Worked example
A water treatment install and the service plan after it
A water treatment company sells softeners and filtration systems through Zoho CRM and services them for years afterwards.
Demo data. The company, people and numbers are made up.
- Deal: Salesperson Meera Iyer closes a deal for a softener and a filter system with homeowner Daniel Brooks. It moves to Closed Won with both products on it.
- Job: Fieldproxy creates an install job with the two products as line items and the install checklist for that system type.
- Install: Technician Kofi Mensah checks in by GPS, records the hardness reading before and after, photographs the installation, labels the unit with a QR code and gets Daniel's signature.
- In Zoho CRM: The deal timeline shows the install completed, with Kofi's notes and photos.
- Agreement: A service agreement is created for a filter change every six months. Each visit appears on the board when it is due.
- Next visit: On the first filter change, Kofi scans the QR code, sees the install history and readings, and quotes a pre-filter upgrade on the spot.
- Invoice: Each visit is invoiced from the job and paid by payment link; the invoice syncs to the company's accounting system.
Meera sees every visit on the account, and the next sale starts from real readings rather than a guess.
See it built around how your team already works.
Get DemoSetup
Connected and live within a day
A Zoho CRM admin is needed for a few minutes. The rest is done by Fieldproxy's team.
- 1
A short call
Which deals and stages start field work, which fields matter, and what the CRM should see afterwards. - 2
Connect Zoho CRM
Your admin approves the OAuth connection in your Zoho data centre. We pick the trigger stage. - 3
Map fields
Standard and custom fields are mapped to the job, and each field gets one owner. - 4
Build the field side
Job types, forms, checklists, price list, quote and invoice templates, service agreements and stock. Customers and sites come across with free, assisted migration. - 5
Test, then go live
Win a test deal, complete the job on the phone and check the timeline in Zoho CRM. Then switch off the old field tools.
Fit
Who it's for, and when it isn't the right fit
A good fit if
- Zoho CRM is your CRM and you want it to stay that way
- Won deals turn into installs, repairs or recurring maintenance
- Technicians or subcontractors need checklists, photos and signatures on site
- You want service history visible on the account in Zoho CRM
- You want quotes, invoices and payments done in the field
Probably not the right fit if
- Your deals are delivered remotely, with no site visits
- You need every record to live only inside Zoho apps
- You run a few visits a month and a shared calendar is enough
- You want an add-on on top of a field app you are keeping: Fieldproxy replaces it
The usual ways to run field work with Zoho CRM, by kind of tool.
| Approach | Fits when | What you give up |
|---|---|---|
| Zoho CRM alone: tasks and events for visits | Few visits, no on-site paperwork | No technician app, checklists, stock or field invoicing. |
| A field app inside the Zoho suite | You want to stay entirely inside Zoho | Check offline use, required checklist items, subcontractor access, stock and accounting sync for your setup. |
| A field service system that replaces your field tools, synced both ways (Fieldproxy) | The field work needs its own forms, stock, agreements and invoicing | A second system for the field team. Set the switch-off date for the old tools. |
Straight answers
Zoho CRM and field service: questions we get asked
Does Fieldproxy integrate with Zoho CRM?
Which Zoho data centres are supported?
Which stage creates the job?
Do Zoho CRM custom fields come across?
What does the sales team see in Zoho CRM?
Does it work with Zoho Books or Zoho Desk?
Will it eat our Zoho API credits?
Can technicians invoice on site?
Can I run this from Claude or ChatGPT?
How long does it take to set up?
Related
Where to go from here
Fieldproxy MCP server
Book jobs, quote and invoice from Claude, ChatGPT or Copilot, with a confirm step.
Keep Zoho CRM. Run the field work properly.
Tell us which deals lead to site visits. We show it running on your own layouts and fields.
Get DemoLive within a day. Free, assisted migration. Unlimited users on one price per company.