You can connect one or multiple Zoho accounts into your dashboard and start creating sync instances for the following objects:
- Contacts
- Deals
- Companies
You can access the integration tab from under the Contacts > Zoho Connector (Add-on must be installed or part of your plan)
The sync is bi-directional and can be customized as a one-time, recurrent or part of an automation at the contact level:
You can customize the sync data as well as your mapping criteria:
You can add different buckets of data and save your instance.
Get Destination URL (if you’re using the Automation sync) by going to your List of Zoho Syncs select the drop-down and click on the “Get Destination URL” option.
Here are some examples of how data will look like on Zoho
- Lead score and Lead status
- Links clicked and Pages Visited
- Campaigns open
- Goal Reached and Automation Triggered
