No more switching between tools, exporting files, or manually copying data. Once connected, any new or updated records in Central or Zoho CRM will sync seamlessly between both platforms. This integration helps you:
- Maintain a single source of truth
- Eliminate manual data entry
- Speed up your sales workflows
- Keep records updated in real time
Step-by-Step Integration Guide
Step 1
Go to Central Sales from the product switcher in the top-left corner.Step 2
Click Integrations from the main menu.Step 3
Select Zoho CRM from the list of available integrations.Step 4
Click Connect App.Step 5
This should open up a popup windown, use it to log in to your Zoho CRM account.Step 6
Review the requested permissions and click Continue to the App.Step 7
Click Complete Setup and Continue.Step 8: Map Your Fields
Now map your company and contact fields.This step decides which column in Central maps to which field in Zoho CRM.
Note:
- The Contacts table in Central maps to Contacts in Zoho CRM
- The Companies table in Central maps to Accounts in Zoho CRM