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.

 

 

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:

 

ZohoLead_en

 

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 Zoho CRM: in SALESmanago  you can find “Prospect” and “Client”, while in Zoho CRM “Leads” and “Contacts”. If you change contacts state in SALESmanago, they will automatically change their state in Zoho CRM. 

  • For example “Client” in SALESmanago will be changed to “Contact” in Zoho CRM. If you decide to change state in Zoho CRM, 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. 


Description of the synchronization

The communication with Zoho CRM 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:

In SALESmanago go to Settings -> Integration -> Zoho CREM and:

  • check the option “Enable Zoho CRM Integration”
  • type adres email of your Zoho CRM account
  • click “Save”
  • and next click” Sign in”

Next, you will be redirected to Zoho CRM, where you will be able to configure integration settings.

Submit your review
1
2
3
4
5
Submit
     
Cancel

Create your own review

SALESmanago - AI Customer Data Platform with Omnichannel Execution
Average rating:  
 0 reviews
If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640