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Accounting and finance ⇄ CRM

Recurly to Zoho CRM integration — real-time, two-way sync

Keep Recurly and Zoho CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Recurly and Zoho CRM

Sync customers, invoices, and payment status between Recurly and Zoho CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Zoho CRM knows the relationship: who the contacts are and what is in motion with the account. Recurly knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Subscriptions, Plans, Invoices, Transactions in Recurly to Lead, Contact, Account, Deal in Zoho CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • 01 Sync Accounts and Subscriptions bi-directionally with Postgres so product and provisioning systems read live entitlement state and write plan or seat changes back to Recurly.
  • 02 Trigger revenue-recognition or ERP entries when new_subscription and canceled_subscription webhooks fire.
  • 03 Keep Zoho CRM accounts aligned with an ERP or accounting system on customers and invoices.
  • 04 Sync additional modules (enabled on request) holding industry-specific records into internal applications.

Common sync patterns

Where Zoho CRM tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Recurly with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Recurly appears on the account in Zoho CRM, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

When a contact or address is corrected in Zoho CRM, Recurly gets the update before the next invoice goes out.

What you can sync between Recurly and Zoho CRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Recurly objects Zoho CRM objects How this pairing syncs
Accounts Customer/billing entity records keyed by account_code; the anchor most subscriptions and invoices hang off. Synced two-way with CRM accounts or a customer database. Account Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping.
Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Invoice Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Quote Synced with incremental and full sync per the Stacksync docs. Transactions is specific to Recurly and Quote to Zoho CRM — each maps to any object or custom field on the other side.
Line Items One-time charges and credits on an account outside a subscription; synced for accurate revenue and adjustment reporting. Sales Order Synced with incremental and full sync per the Stacksync docs. Line Items is specific to Recurly and Sales Order to Zoho CRM — each maps to any object or custom field on the other side.
Coupons and Redemptions Discount definitions and their application to accounts and subscriptions; read for discount and promotion analysis. Purchase Order Synced with incremental and full sync per the Stacksync docs. Coupons and Redemptions is specific to Recurly and Purchase Order to Zoho CRM — each maps to any object or custom field on the other side.
Billing Info Tokenized payment method (card/ACH) on an account; written when onboarding customers and read for payment-health signals (never stores raw card numbers). Lead Synced with incremental and full sync per the Stacksync docs. Billing Info is specific to Recurly and Lead to Zoho CRM — each maps to any object or custom field on the other side.

How changes propagate between Recurly and Zoho CRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Recurly Zoho CRM Sub-second propagation

DetectionRecurly notifies Stacksync of record changes through webhook events. Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints.

DeliveryEach detected change is written to Zoho CRM through its API, with automatic retries and rate-limit backoff.

Zoho CRM Recurly Sub-second propagation

DetectionZoho CRM notifies Stacksync of record changes through webhook events. Notification API (webhooks) on watched modules, with polling on Modified_Time.

DeliveryEach detected change is written to Recurly through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Recurly: Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.
  • Zoho CRM: API credits are allocated per day and vary by edition.
What ships with Recurly ⇄ Zoho CRM

Connect Recurly and Zoho CRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Recurly–Zoho CRM connection.

Real-time

Two-way sync

Changes in Recurly or Zoho CRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Recurly or Zoho CRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Recurly or Zoho CRM record.

Observability

Monitoring

Track your Recurly ⇄ Zoho CRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Recurly and Zoho CRM.

How the Recurly and Zoho CRM connectors work

Recurly

Integration surface
REST API (V3, date-versioned; legacy V2 XML API also exists)
Authentication
API key via HTTP Basic auth (key as username, blank password); keys are per-site, with separate sandbox and production keys
Change detection
Webhooks (JSON or XML, one format per endpoint) for account, subscription, payment, and invoice events, plus incremental polling of list endpoints sorted by updated_at with begin_time/end_time filters
Capabilities
read · write · webhooks
Rate limits
Production sites default to 1,000 requests/min with only GET requests counting toward the limit; sandbox sites 400/min with all requests counting; the limit is a sliding 5-minute window, X-RateLimit headers report the quota, and breaches return HTTP 429.

Zoho CRM

Integration surface
REST API
Authentication
OAuth-style in-app authorization: from "Create new sync" select Zoho CRM, a new tab opens where you log in to Zoho and authorize Stacksync (no coding required)
Change detection
Notification API (webhooks) on watched modules, with polling on Modified_Time
Capabilities
read · write · webhooks
Rate limits
API credits are allocated per day and vary by edition.
Zoho CRM setup guide
How it works

How to connect Recurly to Zoho CRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Recurly and Zoho CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Recurly connected
    Zoho CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Recurly and Zoho CRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Recurly ⇄ Zoho CRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Recurly Zoho CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Recurly and Zoho CRM integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
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ISO 27001
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CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 526 integrations available for Recurly and Zoho CRM.

Popular · 7 of 526
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