Learn how to test the Zoho CRM integration once it is set up in Checkfront and 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?
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Admin permissions to Manage your account and Integrations.
Which Checkfront version supports this feature - classic items, classic products, or both?
- This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products). → Learn more about products
Testing the setup
To test your setup, you can create a new booking and set the status to Reserved, Paid, or Deposit.
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Email address is required 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 reappears.
< Setting up Zoho CRM in Checkfront | Updating and syncing data with Zoho CRM >