New to Zoho? Read the first article in this series for an introduction to the Zoho integration.
Which plans include this feature?
Where can I find this feature using the top menu?
Manage > Integrations > CRMs > Zoho CRM
What prerequisites are there?
Admin permissions to Manage your account and Integrations.
Which Checkfront version supports this feature - classic, new or both?
Your account must have access to items (Inventory > Items), a key feature of our classic version of Checkfront.
Setting up Zoho CRSBack to top
Log in to your Checkfront account, navigate to the Integrations area (Manage > Integrations), and then select the Zoho CRM tile from the CRMs category to open the Add-on Setup modal.
From the Add-on Setup modal, review the following settings.
Selecting a locationBack to top
The Location defaults to the location of your Checkfront account and should match your Zoho account location.
Migration of Locations
If Zoho successfully moves your account's virtual location, you must return to the Zoho CRM Add-on Setup page to select the Location that matches your updated account.
Adding customers as a contact or lead in ZohoBack to top
Select whether your Customers should be added to Zoho as a Contact or Lead in the Module field.
Attaching a note or eventBack to top
In the Attachment field, you can attach a Note or Event. In most cases, would be the Event option. Selecting this adds the booking details to your Zoho contact as an open activity.
Overwriting existing records during booking creationBack to top
Below these fields, you see a checkbox labelled Overwrite existing records during booking creation. This setting determines whether or not existing records are overwritten in Zoho with new information when subsequent bookings are made.
Here's an example of how this setting functions if selected...
A Guest makes a booking and includes their phone number, which syncs to Zoho as a contact. The Guest later makes another booking, only this time, they include their new phone number. If the overwrite option is enabled, it syncs the new information and overwrites the previous Zoho contact details, updating the record in Zoho.
Without this setting enabled, contacts, leads, events, or notes cannot be updated after the initial record creation. We recommend you check this option.
Once you select, click the Activate button to complete the setup. You are then taken to the Zoho website to complete the authentication process and authorize Checkfront to access your data.