Zoho CRM: Updating & Syncing Data

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Data collected during the initial booking will be 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, the data will be immediately updated in Zoho also.

Please note, this is just a one-way sync. Editing the data in Zoho does not update Checkfront. So, 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 missed out the city part of the address. Below is what you would 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 will now reflect the change and the record in Zoho will be updated immediately to include the city too!  

 

 

 

 

We may add further integrations with Zoho in the future.  

 

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, please open a ticket and let us know.

 

 

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< Zoho CRM: Testing the Setup

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