The second one implies that “ IF a contact is in Zoho CRM, THEN sync the contact between Google Contacts and Zoho CRM.” When both rules are switch on, all the contacts added or updated in Google Contacts will be synced with Zoho CRM. At the same time, all the contacts in Zoho CRM will be in sync with Google Contacts. Google Contacts Import all your Google contacts into Zoho CRM. You can also manage a two way sync between your Google and Zoho CRM contacts.
Your contacts and how you follow up are two deciding factors in whether or not your business takes a step forward to increase efficiency . Take action and immediately increase your organization's productivity by importing your Google Contacts into your CRM.
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Manage syncs the way you want.
Depending on your business requirements, you can also manage a two-way sync between your Google and Zoho CRM contacts. Or just a one-way sync to push contacts from either Zoho CRM to Google or vice versa.
Zoho CRM recognizes duplicate Contacts (or Leads) by the email address. It will update contacts where the email address exists and add new records where the email is not found or does not match. All contacts in your Google account, along with any associated notes, will be imported to Zoho CRM. They'll stay synced – if you create a new contact in Google, it will be updated in Zoho CRM, and vice versa, in real time. Access all the files stored in your Google Drive account using CRM. PieSync has revolutionized 2-way sync, providing businesses with a quicker and easier way to accurately sync data between hundreds of workplace cloud apps and CRM solutions, including Google Contacts, Zoho CRM, Zoho Books, Zendesk, and many more.
Zoho Crm Sync With Google Contacts
Choose the way you save.
The option to overwrite contacts in one place while you make changes in the other saves you time because you don't have to make edits in two places. Avoid confusion and always keep your contacts updated.
Keep all your important contacts intact within Zoho CRM.
contacts
If you want to sync a few selective accounts/contacts from Zoho CRM into Zoho Books, you can create a new View in Zoho CRM before the integration. This view can consist of the records you wish to sync into Zoho Books, for creating transactions. Here’s how you can go about this,
- First, log in to your Zoho CRM account. Click on Setup (by clicking the Spanner icon in the new UI) on the top right corner.
- Go to Customization - Modules. Click on the module you want to sync (Contacts and/or Accounts).
- Next step is to add a Custom field of type checkbox. Click and pull the checkbox field onto your module.
- Provide label name for the checkbox as Zoho Books.
- Now, when you edit an existing account/contact or create a new one, a checkbox named Zoho Books will be displayed.
- Now, edit the accounts/contacts which you want to move to Zoho Books, and check the box Zoho Books in each one as shown below.
- Once this is done, create a new view under Accounts or Contacts depending on which of these modules you’ve selected for sync.
- Specify the criteria as Zoho Books is Selected. This is shown below:
- Now, all the accounts/contacts for which this field was checked, will be available under this view.
During the integration, as soon as you select the module (Accounts, Contacts or Both) to be synced, a list of the corresponding views available in Zoho CRM for the module (predefined as well as User created) will be listed under the drop-down. Select the view you created above to proceed with the sync.
Zoho Crm Sync With Google Contacts Free
Note: When the option ‘Accounts and their Contacts’ is selected, you have the option to select the Account view as well as the Contact view required to be synced. You can manually choose to sync only specific contacts associated with the account view selected, as shown below.