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.
Supported Zoho CRM integrations
Authorizing Zoho CRM
To be able to connect to your Zoho CRM account, we need the following things:
1.Your Zoho CRM login details (email and password).
2. Your Zoho CRM domain. This you can find in your browser and is either 'zoho.com' or 'zoho.eu'
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 Contacts or Leads before proceeding to the configuration page.
[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
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:
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.
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.
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.