Intelligent Syncing for Zoho

Updated 15 days ago ​by Frans Leys

Zoho's CRM makes sure your sales team stays focused on their targets. Lead generation from existing websites, lead activity tracking, email integration, task management and complete sales cycle views are just some of Zoho's many features. PieSync allows you to connect Zoho CRM to over 60 other cloud apps.

Zoho CRM and Google Contacts (G Suite)

Google Contacts and G Suite, don't have their own team contacts manager. This is a huge headache for administrators who want to be able to manage contacts on a team based level.  That's why businesses choose to use Zoho CRM in conjunction with Google Contacts or G Suite because it allows administrators to manage contacts on a team based level. 

Thanks to PieSync's team features, you and your colleagues can sync contacts in Google Contacts or G Suite into Zoho CRM. Duplicates (where the same contact is synced multiple times) are prevented because PieSync first checks to see if no similar contacts have been synced based on email addresses.  

➡️  Google to Zoho CRM. Don't sync your complete Google Contact list, create intelligent sync rules by filtering by groups found in Google Contacts and G Suite. This way, you remain in full control of which contacts are synced to Zoho CRM.

⬅️  Zoho CRM to Google. All contacts that are added to Zoho CRM will also be synced by PieSync into the corresponding Google Group. 

What happens to deletions? If you delete a contact in either app, PieSync will label the deleted contacts as "trash" in the other app so you can manually check and then delete them there too (explanation video)

Zoho CRM and HubSpot

Everyone likes to work with the best of breed apps. Marketeers love Hubspot's rich web analytics & nurturing methods. Meanwhile, other sales operations prefer to stay in Zoho for its robust CRM approach. PieSync can integrate both these apps so that together they form a killer lead gen stack and sales machine.

⬅️  HubSpot to Zoho CRM. If you are not using Zoho CRM's leads functionalities, you can rely on Hubspot to send qualified leads over into Zoho, straight as contacts. It can assign those contacts to a dedicated Zoho sales rep through a filter. 

⬅️  HubSpot to Zoho CRM. Your customers can opt out from e-mail communication. Keeping GDPR in mind, syncing & storing opt-out preference on a CRM level is a must

➡️  Zoho CRM to HubSpot. Once sales starts working on leads & contacts, marketing needs to take an adapted form. Sync back how you are working on contacts so that the Hubspot lifecycle stage can be updated too.

Keeping GDPR in mind, syncing & storing opt-out preference on a CRM level is a must

Furthermore, with a Hubspot to Zoho sync you directly sync practically all of HubSpot's analytics to Zoho CRM through PieSync's customizable field mapping. First, create the custom fields you need within Zoho CRM, such as when did they last visit your website, and what was the last marketing e-mail they opened from you?

On the PieSync dashboard you can map those custom fields between HubSpot and Zoho CRM, so that this information is synced to Zoho CRM from HubSpot. You only need to link these fields once, and you're all setup! 

Good to know: setting up a sync between HubSpot and Zoho CRM syncs historical website activity too! Learn more on syncing with Hubspot in our PieSync Recipe, which uses Pipedrive as an example but the underlying idea remains the same.

Zoho CRM and MailChimp

One of the most popular PieSync integrations is keeping selected (marketing opted-in) Zoho CRM contacts in sync with a MailChimp list.

Syncing through PieSync is a 2-way affair:

➡️  Zoho CRM to MailChimp. Zoho CRM contacts that have opted-in to a mailing list will be synced to MailChimp

⬅️  MailChimp to Zoho CRM. New subscribers to your mailing list (e.g through a webform) will be synced to your Zoho CRM contact list. 

Keep your customers opt-out & opt-in preferences in sync with Mailchimp. In the following example, customers who have not opted out are subscribed to a list:

Yet, the rule comes with two handy toggles that logically complete the 2 way sync:

  • If the contact no longer wants to receive the newsletter, simply change that attribute in Zoho CRM and PieSync will ensure that this information is synced to MailChimp, and they will be unsubscribed in MailChimp. 
  • Of course, customers are more likely to unsubscribe themselves, which is also something that gets picked up by PieSync and changes the attribute in Zoho CRM.
Bonus tip: if your contacts opt-in for your subscriptions on a Shopify checkout page, you can choose to automatically opt in these contacts in Zoho CRM! Here's how.

Zoho CRM and Quickbooks

Through a sync between Zoho CRM and Quickbooks, colleagues in accounting can count on the addresses in Quickbooks to be correct and up to date. This saves time going back to sales or customer care to find out if the details are correct. Through the power of syncing, your business has only one address book to maintain: Zoho CRM's... Or Quickbooks! Whichever you want.

➡️  Zoho CRM to Quickbooks. When sales closes a deal, the customer's address information is synced into Quickbooks. You can configure this for all contacts, or only when a deal is won. It depends on how you want to populate Quickbooks - typically only contacts who actually receive invoices need to exist in Quickbooks.

⬅️  Quickbooks to Zoho CRM. When accounting creates new contacts in Quickbooks, they will be synced to Zoho CRM, along with the information about their payment status (handy for sales and customer care teams who are in contact with contacts). For this latter feature, you simply create a custom field in Zoho so it can store Quickbooks' information.

Learn more about syncing Quickbooks in our PieSync recipe

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