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Accounting and finance ⇄ CRM

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

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

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

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

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Why teams connect Recurly and Zoho SalesIQ

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

Finance and sales describe the same customers in different systems. Zoho SalesIQ 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 Contacts (People), Companies, Operators, Departments in Zoho SalesIQ 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 Push chat-qualified leads into an outbound or marketing platform automatically.
  • 04 Mirror conversation and operator metrics to a warehouse for support and sales analytics.

Common sync patterns

Payment status on the account

Invoice and payment status from Recurly appears on the account in Zoho SalesIQ, 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 SalesIQ, Recurly gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Zoho SalesIQ when chasing a balance, and sales sees that the chase is happening.

What you can sync between Recurly and Zoho SalesIQ

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 SalesIQ objects How this pairing syncs
Subscriptions Recurring subscription records tied to an Account and a Plan, with state, term, and next-bill date. Core object, synced two-way to drive provisioning and reporting. Visitors Tracked website visitors with attributes and on-site behavior, the raw material for lead syncs. Subscriptions is specific to Recurly and Visitors to Zoho SalesIQ — each maps to any object or custom field on the other side.
Plans The product and pricing catalog (plan codes, intervals, add-ons); usually mastered in Recurly and read out, or mirrored from a product database. Conversations Chat transcripts and session metadata between visitors, operators, and bots. Plans is specific to Recurly and Conversations to Zoho SalesIQ — each maps to any object or custom field on the other side.
Invoices Charge and credit billing documents; read-heavy for revenue reporting, and creatable through Purchases for one-off charges. Contacts (People) Visitor records promoted with identified contact details. Invoices is specific to Recurly and Contacts (People) to Zoho SalesIQ — each maps to any object or custom field on the other side.
Transactions Individual payment attempts — captures, refunds, and voids; typically read into a warehouse for reconciliation and dunning analysis. Companies Account-level grouping of identified visitors and contacts. Transactions is specific to Recurly and Companies to Zoho SalesIQ — 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. Operators Agent accounts used for assignment mapping and performance reporting. Line Items is specific to Recurly and Operators to Zoho SalesIQ — 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. Departments Routing units that group operators, relevant when syncing ownership. Coupons and Redemptions is specific to Recurly and Departments to Zoho SalesIQ — each maps to any object or custom field on the other side.

How changes propagate between Recurly and Zoho SalesIQ

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 SalesIQ 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 SalesIQ through its API, with automatic retries and rate-limit backoff.

Zoho SalesIQ Recurly Sub-second propagation

DetectionZoho SalesIQ notifies Stacksync of record changes through webhook events. Webhooks for chat and visitor lifecycle events.

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 SalesIQ: Subject to Zoho's per-plan API rate limits.
What ships with Recurly ⇄ Zoho SalesIQ

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Recurly or Zoho SalesIQ 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 SalesIQ record.

Observability

Monitoring

Track your Recurly ⇄ Zoho SalesIQ 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 SalesIQ.

How the Recurly and Zoho SalesIQ 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 SalesIQ

Integration surface
REST API
Authentication
OAuth 2.0 via Zoho Accounts
Change detection
Webhooks for chat and visitor lifecycle events; polling otherwise
Capabilities
read · write · webhooks
Rate limits
Subject to Zoho's per-plan API rate limits.
How it works

How to connect Recurly to Zoho SalesIQ — 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 SalesIQ 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 SalesIQ connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Recurly and Zoho SalesIQ 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 SalesIQ
    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 SalesIQ
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Recurly and Zoho SalesIQ 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.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

Related integrations

Every pair below is a real-time, two-way sync. Search all 497 integrations available for Recurly and Zoho SalesIQ.

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