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Setting up Zoho CRM in Checkfront

Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Manage > Integrations > CRMs > Zoho CRM
Prerequisites: 

  • Admin permissions to Manage your account and Integrations.
  • Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront. 
  • This feature is not yet supported with products (Inventory > Products), which is a key feature of our newest version of Checkfront. 

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to Items (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

This article is an introduction to the Zoho CRM integration, with information on how to find and set up the integration.

Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Zoho CRM feature.

 

About Zoho CRM

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Zoho CRM is a hosted Customer Relationship Management (CRM) application, part of the (much) larger Zoho Suite. Zoho CRM is a popular low-cost alternative to Salesforce.

 

Overview

Our integration with Zoho provides the ability to automatically create new leads and contacts, or update existing ones in Zoho when a booking is created via Checkfront.

In addition, the integration automatically creates a new event or note within Zoho and attaches to it the Booking Summary. If you are an existing Zoho user, then this ensures your Customer records are kept in sync, and you can take full advantage of the many Customer management tools of Zoho CRM.

 

Alert

Update Required

Suppliers who have the Zoho CRM integration V1 activated (prior to December 2019) need to update to the latest version (V2) by December 31, 2019, in order to continue using the Zoho CRM integration.

Simply access the Add-on Setup (Manage > Integrations > CRMs > Zoho CRM) and click Update. You are then redirected to the Zoho website and prompted to re-authenticate your account.

From the Zoho page, please select Accept to allow Checkfront to access data in your Zoho account and your Zoho CRM integration is updated to the latest version!

If, for some reason, you miss the deadline and update after December 31, 2019, then your bookings won't be interrupted, but you have to manually sync those bookings with Zoho. You can do this by following these steps...

  1. Go to the Reports > Booking Index.
  2. Navigate to every booking between December 31, 2019 and when the integration was updated.
  3. Click Click here to sync with Zoho at the bottom of every booking.

 

Setup in Checkfront

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Zoho Tile

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.

 

Zoho Setup

From the Add-on Setup modal, review the following settings.

 

- Location

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The Location defaults to the location of your Checkfront account and should correspond to your Zoho account location. 

 

Note

Migration of Locations

If you would like your Zoho account to be moved to the correct location (for example, if you are located in the EU but you have a zoho.com CRM account), then please contact migration@zohocrm.com to help you with the migration. This is a setting you must adjust with Zoho, and Checkfront is unable to assist you with that. 

If Zoho are able to successfully move your Zoho account's virtual location, then you need to return to the Zoho CRM Add-on Setup page to select the Location that matches your updated account.

 

- Module

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In the Module field, select whether your Customers should be added to Zoho as a Contact or Lead. 

 

- Attachment

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In the Attachment field, you can choose the information you wish to attach a Note or Event. For most people, this is probably Event. Selecting this adds the booking details to your Zoho contact as an open activity.

 

- Overwriting existing records during booking creation

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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, then it syncs the new information and overwrites the previous Zoho contact details, updating the record in Zoho.

 

alert

Without this setting enabled, there cannot be any updating of contacts, leads, events, or notes after the initial record creation. We recommend you check this option.

 

Once you make your selections, 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.

 

 

Testing the setup with Zoho CRM >

 

 

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