GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Zoho's CRM takes administration out of your hands, allowing your sales team to stay sharp and focus on their all important targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of the features enabling very efficient workflows for teams.
This video illustrates syncs with the Hubspot app and MailChimp.
Supported Zoho CRM integrations
Authorizing Zoho CRM
To be able to connect to your Zoho CRM account, we need the following things:
1.Select your Zoho CRM domain (zoho.com, zoho.eu or zoho.in)
2. A pop up screen appears. Log in to your Zoho CRM account
In case you are using 2-factor authentication, please create an Application Specific Password as described here.
If you already authorized Zoho CRM in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Accounts, Contacts and Leads before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Accounts to Account syncs can be found here.
[IF] Supported Conditions/Filters
You can choose to have PieSync only sync a subset of these contacts:
- HAS TAG
- OWNED BY
- LEAD SOURCE (Advertisement, Chat, Cold call, Employee referral, ... )
- HAS (NOT) OPTED OUT FROM EMAILS (so you can gate a sync towards an e-mail marketing tool)
- a filter on FIELDS, including CUSTOM FIELDS
[THEN] Supported Actions
When you are syncing contacts into Zoho CRM, you can choose to have specific actions take place:
- ADD TAG
- REMOVE TAG
- OPT IN/OPT OUT FROM EMAILS (to sync back a subscription status from your e-mail marketing platform)
- UPDATE LEAD SOURCE
- update CONTACT FIELDS, including CUSTOM FIELDS
Please note that TAGS are only supported in the paying Zoho CRM plans.
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Zoho CRM fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Zoho CRM Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no Zoho CRM integrations on the PieSync platform that support our deletions sync.
Currently, there are no Zoho CRM integrations on the PieSync platform that support our unsubscribes sync.
The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.
Zoho CRM has "workflows" that can be activated after contact or update is created. A workflow is a process that runs on a single record and can trigger email notifications, tasks and field updates. Enabling the option below will cause the workflows to be triggered.
Learn more about Zoho Workflows here.
In Zoho CRM, you have the ability to disable (= Don't show) certain field permissions. Makes sure to enable (Read and Write) the "Modified Time" field to allow syncing activity.
Read-only permission is sufficient for the "Modified By" field.
Field permissions can be found in your Zoho account via: Settings > Customization > Modules & Fields > Contacts > Fields
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!