Improved Contact Sync flow in Google Integration with Zoho CRM

Improved Contact Sync flow in Google Integration with Zoho CRM

Hello Everyone,

Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google.

With this update, we allow you to sync beyond the Contacts module. You can set up sync for any custom module that stores contact information, so even your custom records can appear in Google Contacts.

We have also made testing your integration safe. You can use your sandbox environment to test sync settings before deploying them to your production account.

What's changed?

  1. Setup sync with up to 5 modules
  2. Your contact sync process is now a 3-Step process
    1. Select the module to sync with google
    2. Add custom fields if necessary.
    3. Add default values for fields in the sync.
  3. Automatic creation of Google contact labels
Let's dive into these changes in more detail.

Setup sync with up to 5 modules

Currently, the sync process supports only the Contacts module in Zoho CRM.

In this enhancement, you can sync up to five modules with your Google account. This includes both standard and custom modules that store contact information. For example, you can sync Contacts, Vendors, Leads and two custom modules or even five custom modules if you prefer.

A Three-Step Sync process

Currently, users can configure the sync process only for the contacts module in Zoho CRM. They would select their Google contact list and it's corresponding Zoho CRM contact view, set up sync options, check if the suggested field mapping is accurate, choose the frequency, and Save.

Now, we've redesigned this into a three-step process to give users more flexibility and control by allowing them to sync from other modules, map custom fields, and set default field values.

Step 1: Users can now choose from the Contacts, Leads, Vendors and all custom modules to sync with Google. Currently, only the Contacts module is supported. Only User-owned records from these modules will be synced.

Step 2: Users can add custom fields for mapping between Zoho CRM and Google. They can also choose from custom fields from a module to be synced. Once synced, these fields will automatically appear in Google. Currently, only standard fields will be displayed for field mapping and custom fields were not supported.

Step 3: Users can set default values for fields, so empty data is not pushed into CRM during the sync. Currently, there is no way to set default values for fields and hence, this would sometimes return empty fields after the sync.



Automatic Google Contact Label creation

Google contact labels will now be created automatically based on the module selected, making the setup simpler and more consistent. During sync, this automatically created label will appear in Google, and all related records will be synced under it, ensuring better organization without any manual effort.
Notes
Note :
1. Since contact sync works at the individual user level (not at the organization level), we want to ensure that only relevant contacts are synced to each user’s Google account. Moving forward, only the contacts you own in CRM will sync to your Google account. Contacts owned by other users will no longer be included.

2. Additionally, contact syncing will now be based on record ownership and module-level selection, instead of custom-view selection.
Info

Impact of this enhancement on Users

For Existing users : Their current sync settings will remain unchanged. However, if their existing sync is disabled and they re-enable contact sync later, they will be redirected to the new flow.

For New Users : All new Google Integration setups will adopt this flow by default.

Our focus for this enhancement is to make Zoho CRM’s Google Integration more powerful, user-friendly, and reliable. If you have questions, please do drop your comments below, and we will get to you at the earliest.

Thanks & Regards,
Serena Woolridge

    • Recent Topics

    • Name autocomplete

      Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

    • Are custom portals accessible on the Zoho learn smartphone app?

      In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

    • How to increase my Zoho sign limit.

      I cannot send a document/contract for signature. Zoho sign says I reached my monthly limit. May I know how to fix this please? Thanks! 

    • Can not add m365 outlook account to zohomail.

      I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",

    • Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)

      I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,

    • local file csv import problem

      The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new

    • Función Deshacer y Rehacer

      Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente

    • Tip #59- Technician Console: Exploring View option- 'Insider Insights'

      Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right

    • MRP or Manufacturing Module for Zoho

      We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?

    • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

      When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

    • Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

      Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Zoho mail account ownership transfer

      We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete

    • Email Authentication is Failing

      I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']

    • DMARC reports for mail I didn't send: how to deal with?

      I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction

    • ms

      Email set up for communication

    • Fix the speed

      It takes ages to load on every step even though my dataset is quite small.

    • Capture Bank Charges for Invoice Payments

      We've added the Bank Charges field in the "Add Payments" page both in Zoho Invoice & Zoho Books. So all you need to do is to enter the bank charges when you record a payment for the invoices. This bank charge will be included to the amount paid for that invoice. Steps to add the bank charges while you record the payment:       1. Click the "Invoices" sub-tab under the "Money-In" tab.       2. Click the 'add payment' link for the invoice that you wish to record the payment for.       3. On the add

    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

    • Deluge Function to Update Custom Field

      I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

    • "View ticket" link is broken

      The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.

    • import data from Apollo.ai into zoho crm via zoho flow

      I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

    • Woocommerce Line Item Information

      I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.

    • Synching changes to Stripe when changes are made in Zoho Billing

      We have a situation where we have merged customers in Zoho BIlling and then found out later that the payment in Stripe was not updated and still associated with the old customer record. The card gets updated and billed, but that payment is still associated

    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

    • Disable Smart Filters By Default

      The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random

    • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

      Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

    • Client Script | Update - Client Script Support For Custom Buttons

      Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

    • Zoho Mail not working

      Zoho Mail not working

    • Queries on Project-Based Inventory Consumption and Proforma Invoice in Zoho ERP

      We would appreciate your clarification on how Zoho ERP plans to handle the following: Project-based inventory consumption without itemized sales orders Accurate project cost tracking along with inventory reduction Proforma Invoice usage We look forward

    • I can't add a new customer in Zoho invoice? Anyone had this issue before?

      Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.

    • Spreadsheet View click & focus issue in Arabic (RTL) localization

      Hello Zoho Support Team, I am facing an issue in Zoho Creator Spreadsheet View when using Arabic localization (RTL). Scenario: My app supports English (LTR) and Arabic (RTL). I created a Spreadsheet View for a form. In English, everything works correctly.

    • Customer address in Zoho Bookings

      Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking

    • Ghost email notification on a form

      Hello, We have recently encountered an error where I can not see a email notification set up for a form which I am currently the owner, although neither the form nor the notification were created by me. However, neither can the Super Admin access the

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • Bulk bank rule creatioin

      Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?

    • Limitations on editing a message in Cliq

      Hi I've checked the documentations and there's no mention of how many times a message can be edited. When trying with code, I get various numbers such as ~1000 edits or so. Please mention if there's a limit on how many times one can change a message via

    • email address autocomplete

      Is there a way to eliminate certain addresses from showing up in auto complete when entering an address? Many old and unused addresses currently show up, many of which I would like to get rid of. Thanks

    • How to use MAIL without Dashboard?

      Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

    • How can i download and secure all my mails from the archive folders?

      Hi, i would like to download all my mails from my archive folders and secure it on my external HDD. Is this possible? Thx. amir

    • Next Page