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Zoho CRM: Setup

Overview

 

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 and provides a free account for up to 3 staff members.

This add-on is available in your Checkfront add-ons area and provides the ability to automatically create new leads and contacts, or update existing ones in Zoho when a booking is created via Checkfront.

The add-on can automatically create a new event or note within Zoho and attach to it the booking summary. If you are an existing Zoho user, this will ensure your customer records are kept in sync, and you can take full advantage of the many customer management tools of Zoho CRM.

 

 

Setup in Checkfront

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Login to your Checkfront account, navigate to Manage > Add-ons, then select the Zoho CRM tile. From there, provide your Zoho account login details and select the integration options you wish to use.
 

The Zoho account you are integrating with must have a '.com' extension.

We do not support other domains extensions such as '.eu' at this time.
 

Two Factor Authentication

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If you are using two-factor authentication for your Zoho CRM account, you'll need to follow these steps to generate an app-specific password when integrating with Checkfront:

  1. Log in to Zoho CRM.
  2. Open https://accounts.zoho.com.
  3. In the Zoho Accounts Home page, click Two Factor Authentication.
  4. In the Two Factor Authentication page, click on "Manage Application Specific Passwords".
  5. In the Application Specific Passwords pop-up, do the following:
    1. Enter "Checkfront" (or whatever you like) as the Device or App Name
    2. Enter the current password
    3. Click Generate. You will receive the new application-specific password with spaces.
  6. Remove the spaces in the password and enter it in the Checkfront addon setup.
 

In the Module field, select whether your customers should be added to Zoho as contacts or leads. In the Attachment field, you can choose the information you wish to attach. For most people, this will probably be event. Selecting this will add the booking details to your Zoho contact as an open activity. Below these fields, you will see a checkbox labeled Overwrite existing records during booking creation.

Here's an example of how it functions if you were to select it... Customer A makes a booking and includes their phone number which syncs to Zoho as a contact. Then, Customer A makes another booking, only this time, they don't include their phone number. If they have the overwrite option enabled, it will sync the new information and overwrite the previous Zoho contact details, meaning the phone number would be lost.

This is just something to be aware of, as without the 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've made your selections, click the blue Activate button to complete the setup. Your Checkfront and Zoho accounts should now be connected.

 

 

Zoho CRM: Testing the Setup >

 

 

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