Testing your setup with Zoho CRM

Learn how to test the Zoho CRM integration once set up in Checkfront, as well as a simple way to see the record in Zoho.

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

To test your setup, you can create a new booking and set the status to Reserved, Paid, or Deposit.

An email address must be supplied during the booking process; otherwise, you cannot click the link at the bottom of the invoice to access the contact/lead in Zoho.

You should see the new data in Zoho, including the Customer contact details and booking information. 

You can quickly access a Customer record in Zoho by clicking the Open in Zoho CRM button at the bottom of your invoices in Checkfront.

Conversely, you can also access the booking in Checkfront via the booking ID link in Zoho.

For a booking in Checkfront to sync with Zoho, an email address must be included; otherwise,  you see the label Not Synced with Zoho. Email address required at the bottom of the invoice.

To remedy this, you must edit the invoice in Checkfront and add the Customer's email address. Once you have done this, the clickable link to open the Zoho contact or lead re-appears.

< Setting up Zoho CRM in Checkfront     |     Updating and syncing data with Zoho CRM >