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Introduction to Zoho CRM

Read this introduction to our Zoho integration, including information on creating new leads and contacts.

To learn more about the functionality of the Zoho integration, please read the entire series of articles accessed at the side and bottom of this page.

 

Which plan do you need to use this feature?

✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |

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. 
  • This integration is not yet supported with products (Inventory > Products), 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).

 

About Zoho CRM

Back to top

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.

 

Integration Overview

Our integration with Zoho allows us 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, 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 with the Zoho CRM integration V1 activated (before December 2019) need to update to the latest version (V2) by December 31, 2019, 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 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.

 

Note

Only customer data is sent to Zoho, as our integration does not support syncing inventory or availability data.

 

 

Testing the setup with Zoho CRM >

 

 

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