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Locate: Manage > Integrations > CRMs > Zoho CRM
- Admin permissions to Manage your account and Integrations.
- Your account must have access to items (Inventory > Items), which is a key feature of our classic version of Checkfront.
- This feature is not yet supported with products (Inventory > Products), which is a key feature of our newest version of Checkfront.
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).
In this article, we look at updating and synching Zoho CRM integration data.
New to the Zoho CRM integration? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Zoho CRM feature.
Updating & Syncing DataBack to top
Data collected during the initial booking is synced with the contact/lead in Zoho. Checkfront's integration with Zoho makes updating that information a seamless process. If you make a change to the booking in Checkfront, then the data is also be immediately updated in Zoho CRM.
|Please note, this is a one-way sync. Editing the data in Zoho does not update Checkfront.|
Let's look at a booking and see how the information you enter in Checkfront translates to the contact/lead in Zoho.
Above is the information provided to Checkfront during the booking process.
As you can see, the Customer has provided most of the details asked for but has not specified their City in the address field provided.
Above is what you see in your Zoho account.
Not to worry, though. All you need to do is pull up the invoice in Checkfront and edit the address to include the City.
After clicking Update, the invoice reflects the change, and the record in Zoho is updated immediately to include the city, too!
We may add further integrations with Zoho in the future.
When syncing a custom booking form field to Zoho, you are connected using the field ID, however, this field ID is capitalized and underscores replaced with whitespaces when sent (test_id => Test Id).
To make sure the fields map correctly, please make sure your equivalent field in Zoho has the exact same API name, including capitalization. You can check the API name in Zoho under Settings > APIs > API Names.
Keep in mind: editing these names may cause other integrations to not sync correctly as they may have been mapping to the original title. In that case, consider splitting the field in Zoho, or renaming the field in your other extension, if possible.
Zoho limits the number of API requests you can make in a given day based on your plan. A new booking from Checkfront can use up to three API calls.
Please ensure the Zoho plan you are subscribed to is in-line with the number of bookings you expect on a daily basis
If you have any configuration issues or special requirements for Zoho CRM, then please reach out to support and let us know.
Common Issues & SolutionsBack to top
Listed here are common errors or situations you may come across when using Zoho CRM: