Live
INTEGRATION · 01
P21 ↔ Zoho CRM
- Bi-directional sync — orders, customers, products
- Real-time at distributor scale
- Branch-aware, account hierarchies, quote-to-order patterns tuned for HVAC
HVAC distribution
HVAC distribution,
ready to run on Zoho.
Tuned for the counter.
A working Zoho CRM with the integrations that matter — counter sales, multi-branch operations, B2B account hierarchies set up from day one. Live with P21 today, Carrier QuotePro next.
The foundation
A working Zoho CRM,
out of the gate.
Every HVAC distributor we work with starts on the same core: Leads, Contacts, Accounts, Deals, and a quoting flow that fits how the counter actually sells. We bring preconfigured, industry-proven defaults — pipelines, layouts, permissions, B2B account hierarchies — purpose-built for HVAC distribution from the start, not generic templates you have to bend into shape.
01Inbound
02The customer
03Making sales
04Close & bill
01
Leads
Inbound capture
02a
Contacts
02b
Accounts
B2B hierarchies
03 · WHERE THE MAGIC HAPPENS
Deals
Pipelines tuned for HVAC distribution
Blueprints
Coordinated steps that move every deal forward.
CRM Analytics
Insights to manage the business — pipeline, performance, forecast.
04
Quoting
Professional templates · built-in automations
04+
Invoicing
Zoho Books
Finance handoff
WorkDrive
The attachment layer
↳
The same flow runs on every install — pipelines, layouts, permissions proven and preconfigured from day one.
The unlock
P21 today. Carrier QuotePro next.
Counter sales don't live in CRM — they live in the ERP. The HVAC distributors who get the most out of Zoho are the ones with a clean bi-directional bridge between the two. We've built that bridge for P21 and we're extending the same patterns to Carrier QuotePro.
In development
INTEGRATION · 02
Carrier QuotePro ↔ Zoho CRM
- Same integration patterns, extended to Carrier QuotePro
- First-mover position — ready when QuotePro-to-CRM becomes a buyer's expectation
- Bidirectional opportunity — quotes in, pipeline visibility back out for production planning
Spec
API·REST + webhook
Sync·bi-directional, near-real-time
Scale·multi-branch, multi-thousand accounts
Selected work
Built for HVAC distribution.
Specifics anonymized at client preference. These are the patterns we've actually shipped — repeatable in your environment. Brand-level proof on the client strip.
P21 ↔ Zoho CRM bi-directional sync.
Orders, customers, products. Real-time. At distributor scale.
P21
Zoho CRM
API + webhook
Multi-branch sales analytics.
Account-level scorecards. Period-over-period comparisons. Branch performance dashboards.
Zoho Analytics
Custom KPIs
Branch rollups
Counter-aware workflows.
Quote-to-order patterns. B2B account hierarchies. Branch-scoped permissions and visibility.
Zoho CRM
Custom layouts
Permission sets
Also serving
HVAC service contractors.
If you're an HVAC service business — dispatch, mobile field, recurring maintenance plans — we work with you too. Zoho FSM is built for the contractor side; the same hands-on approach applies.
Why KimbleLabs
Three reasons HVAC distributors work with us.
i.
Distribution-native, not generic.
We've spent years inside HVAC distribution. The patterns, the integration choices, the way the counter actually works — already familiar.
ii.
Live ERP integrations.
P21 in production today. Carrier QuotePro next. Integration isn't an aspiration — it's what we do.
iii.
Experts who stay.
The expert who scopes the work builds it — and stays on it through go-live and beyond.
The invitation
Let's talk shop.
Distribution counter, service dispatch, or both — the conversation starts the same way. A 30-minute call with an experienced operator who knows the trade.