Case Study: Case Study - Hover Integration
Client Background
A mid-sized roofing and exterior contracting company in Canada was using Zoho CRM to manage sales deals and customer relationships. The company also relied on Hover to capture property measurements, photos, and design data for accurate estimates.
Challenge: The client struggled with disconnected workflows. Hover jobs and photos had to be managed separately from CRM deals, leading to:
1) Manual data entry into both systems.
2) Missed updates when job details changed.
3) Difficulties linking Hover photos and documents with specific CRM deals.
4) Delays in communicating with field staff for inspections.
5) Solution: Hover Integration for Zoho CRM
To eliminate inefficiencies, the client installed the Hover Integration for Zoho CRM from Zoho Marketplace.
Key Features Used:
- Automatic Module Creation: Hover Users and Hover Jobs modules synced directly into CRM.
- Deal-Level Hover Portal: Enabled users to create and manage Hover Jobs directly from the Deal record.
- Automated Notifications: Job assignees automatically received email instructions and links to upload measurements/photos.
- Document Sync: Photos, measurements, and documents captured in Hover were automatically pulled into Zoho CRM under the associated Deal.
Results & Benefits
1. Improved Workflow Efficiency
✅ Eliminated double data entry between Hover and Zoho CRM.
✅ Saved project managers an average of 3–4 hours per week.
2. Faster Job Turnaround
✅ Jobs could be created directly from Deals, reducing delays in assigning inspections.
✅ Field staff received automatic email notifications with direct links to Hover jobs.
3. Centralized Data Management
✅ All Hover job photos and documents automatically synced into Zoho CRM Deal attachments.
✅ Sales and project teams accessed the same data without switching systems.
4. Increased Transparency & Accuracy
✅ Each Deal record now displayed linked Hover Jobs for better project tracking.
✅ Reduced errors from manual data handling.
Client Feedback
"Before this extension, we had to juggle between Hover and CRM manually. Now everything lives in Zoho CRM — jobs, users, photos, and documents. It’s cut down errors and given us a more professional workflow. Our field staff loves the automatic job notifications too."
— Operations Manager, Roofing Contractor
Conclusion
The Hover Integration for Zoho CRM successfully bridged the gap between sales and field operations for the client. By automating data sync, job creation, and document management, the company improved efficiency, reduced errors, and delivered faster service to customers.
This case demonstrates how roofing, siding, and exterior contractors can leverage the Hover Integration to streamline operations and keep all project data in one place.