Setting up Zoho CRM in Checkfront

Learn how to activate Zoho in your Checkfront account, including where to enter your location, module, and attachment settings.

New to Zoho? Read the first article in this series for an introduction to the Zoho integration.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Manage > Integrations > CRMs > Zoho CRM

What more do I need to use this feature?

• Admin permissions to Manage your account and Integrations.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

Your account must have access to classic items (Inventory > Items), a key feature of our classic items version of Checkfront. 

This feature is not available for use with classic products (Inventory > Products), a key feature of our classic products version of Checkfront. → Learn more about products

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.

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

Migration of Locations If you would like your Zoho account to be moved to the correct location (for example, if you are in the EU but have a zoho.com CRM account, please get in touch with migration@zohocrm.com. You must adjust this setting with Zoho, and Checkfront cannot assist you with that.  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.

Select whether your Customers should be added to Zoho as a Contact or Lead in the Module field. 

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.

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.

< Introduction to Zoho CRM |  Testing the setup with Zoho CRM >