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ZohoCRM: connector settings

Last Updated: Oct 21, 2016 01:02PM CEST
The ZohoCRM connector creates a two-way synchronization with Synchroteam for the Customer, Site and Contact database. This synchronization is performed automatically every 20 minutes.

To enable this connector, you must:

1. Click "Settings" from any view
2. Click "More..."

Click on Integrations menu

From the integrations list activate ZohoCRM connector by sliding the switch to the right

You must enter your ZohoCRM credentials: email address (1) password (2), then click on "Connection" (3).

If the connection was successful, a confirmation popup appears.

The Zoho connection is now validated

To synchronize your Clients, Sites and Contacts datas, you must now click on "Associate" (1).

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