Integration with ZohoCRM

Integration between SALESmanago and Zoho CRM incluces the synchronization of the information about contacts such as: name, email, phone, state, fax, address, company, birthday.

To view contact card go to CRM -> CONTACT LIST -> DETAILS.

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If in SALESmanago a contact’s state will be set as “Client” then in ZohoCRM it will be place within contacts and it’s card will be look the following:

 

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NOTE: In both, SALESmanago, and ZohoCRM contacts owner and leads are differentiate differently. To synchronized then and make them assigned to the same owners you need to have in both accounts that are set on the exact same email address. If not, the contacts will be assigned automatically ot he main user. 

The change in the state 

Contact states are different in SALESmanago then those from ZohoCRM: in SALESmanago  you can find “Prospect” and “Client”, while in Zoho CRM “Leads” and “Contacts”. If you change contacts state in SALESmanago, they will automatiically change their state in ZohoCRM. 

  • For example “Client” in SALESmanago will be changed to “Contact” in ZohoCRM. If you decide to change state in ZohoCRM, the state will be automatically changed in SALESmanago as well.  

Opt-in / opt-out

The data synchronization involves the changes in the state subscription as well – the change in one system will couse the change in another.

Synchronization schedule

During the first synchronization all contacts will be downloaded. Every other synchronization will take place every 6 hours: 6:00 am, 12:00, 6:00 pm and midnight. 

Describtion of the synchronization

The communication with ZohoCRM can be done through API.

Additional information: API may have some limits (it all depends on the account type). During one session you can send up to 200 records and gain 100. 

Integration:

1. The most important element of the integration with ZohoCRM is generating a Key. To do so, you need to go to ZohoCRM panel and then go to SETTINGS -> DEVELOPER SPACE.

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2. Next step is to click on the icon in the upper right corner and use option: “Authentication tokens”.

If you click on that option you will see the screen below. Provide the name  for your key, or, if the key has already been generated, click the “click here” option. 

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3. Then you will have the code generated:

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You need to enter the „Authtoken” number to SALESmanago (insert only the number marked above). To view the screen below go to SETTINGS -> INTEGRATION -> ZohoCRM. Then, after providing the token [2] check the option opcję „Enable Zoho CRM integration”” [1]. If any problem occurs uncheck this option and click “save” – the data will not be synchronized.

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