Integrations / Zoho CRM
Zoho CRM Payment Gateway Integration
Accept credit, debit, and eCheck payments directly inside Zoho CRM. Give your sales team the ability to run Zoho CRM credit card processing on calls, without creating a separate invoice or switching systems.
6+ hours
saved each week on AR
40% decrease
in payment processing costs
3x reduction
in days sales outstanding
Featured Highlights
Run Zoho CRM payment processing without leaving a contact record
Process credit, debit, and eCheck payments directly on contacts, invoices, or sales orders inside Zoho CRM, with no need to create a separate invoice first.
Automate recurring billing and collections
Set up Auto-Pay for variable statement billing or fixed recurring charges, and send email payment links so customers can pay online without logging in.
Cut processing costs with Level I & II data
Qualify transactions at lower interchange rates through Level I and II data processing, with a daily discount surcharge program to help offset fees.
How EBizCharge Works with Zoho CRM
EBizCharge is a native Zoho CRM payment gateway integration built for sales and finance teams that need to collect payments without leaving their CRM. It connects directly to Zoho CRM to process credit, debit, and ACH payments, with automatic posting to AR and the general ledger, so invoices are marked paid without manual reconciliation.
Key features
Run transactions directly in Zoho CRM
- Key in customer card info at the time of a sale, directly inside Zoho
- Accept payments on invoices, sales orders, or deposits (pre-authorization and customer pre-pay supported)
- Payments post automatically to AR and the general ledger, marking invoices as paid
Get paid faster with flexible payment options
- Send secure email payment links for invoices and sales orders, individually or in bulk
- Generate and embed payment links directly on invoices and sales orders
- Offer hosted checkout forms for no-code, self-service payment pages
Automate recurring billing and collections
- Set variable Auto-Pay billing that charges the full statement balance each cycle
- Set fixed recurring billing cycles for a set amount each pay period
- Batch process multiple transactions in one action
Keep payment methods current
- Request payment methods from customers individually or in bulk
- Securely save multiple credit cards per customer for future orders
- Reduce liability by keeping sensitive payment data off local machines
Stay on top of collections on the go
- Search and pay off customer invoices from the EBizCharge mobile app
- Apply mobile payments back to Zoho CRM in real time
Enterprise-grade security
- Tokenization, encryption, and TLS 1.2 protocols on every transaction
- 3D Secure authentication available on the payment webform
- Customizable fraud modules to adjust your gateway’s security settings
- AVS mismatch alerts to flag potential issues
Reporting built for payment collections
- Build custom reports with 50+ search criteria, or use pre-built reports
- Surcharge history reporting to track fee recovery over time
Sync across the Zoho ecosystem
- Automatically sync contacts, invoices, and sales orders between Zoho CRM and Zoho Books
- Also available for Zoho Invoice and Zoho Inventory
