Overview 

Configuring Zoho CRM for Your Portal  

1. Navigate to Portal Settings > Integration > CRM from your portal page.
2. Click Configure Now. This will open the Zoho CRM Configuration dialog box.
3. From the Choose Your Zoho CRM Organization dropdown, select your organization.
   
   
   
   
4. Click Select to continue. The Zoho CRM Integration setup page will open. By default, it will show the Modules > Events tab.
5. The events module is automatically enabled when CRM integration is turned on.
6. Use the checkboxes to choose the event fields you want to push to Zoho CRM. The available fields include:
   
1. Portal ID (Mandatory)
2. Event Name (Mandatory)
3. Event Start Date (Mandatory)
4. Event End Date (Mandatory)
5. Event Type (Mandatory)
6. Event Status (Mandatory)
7. Event Timezone
8. Event Category
9. Event Language
10. Event Location
11. Event URL
12. Space Name
7. Once the fields are selected, click Save. This action will create modules in Zoho CRM. 
8. Enable Sync Past Events Data if required. 
9. Click Save. 
10. A new module called ZBS Events will be created in Zoho CRM. The selected data will be pushed to this module automatically.
    

Attendees 

1. Navigate to Portal Settings > Integration > CRM from your portal page.
2. Click Configure Now. This will open the Zoho CRM Configuration dialog box.
3. From the Choose Your Zoho CRM Organization dropdown, select your organization.
4. Click Select to continue. The Zoho CRM Integration setup page will open. By default, it will show the Events tab.
5. Go to Modules > Attendees.
   
   
   
   
6. Use the checkboxes to select the attendee fields you want to push to Zoho CRM. To select all available fields at once, use the Select All Attendee Fields option. The available options include:
   
1. First Name (Mandatory)
2. Email (Mandatory)
3. Event ID (Mandatory)
4. Order ID (Mandatory)
5. Ticket ID (Mandatory)
6. Ticket Name (Mandatory)
7. Last Name
8. Company Name
9. Mobile
10. Designation
11. Affiliate Name
12. Promo Code
13. Total Price
14. Check-In Status
7. A new module called ZBS Attendees will be created in Zoho CRM. The selected attendee data will be pushed to this module.
8. Once you select the fields, the Also Push Data to Existing Modules in Zoho CRM option will appear. Enable this option to display checkboxes for the Leads and Contacts modules.
9. Click Configure Lead Search Criteria. The Search Fields section will appear.
   
   
   
   
10. For each search field, choose a value from the Zoho Backstage (Attendees) dropdown, then select the corresponding field from Zoho CRM.
    
1. To delete a search field, click the Delete icon.
   
2. To add a new search field, click Add Field.
   
11. Choose the search operator as either AND or OR, based on how you want the criteria to be applied.
12. Set the record update rules based on the search results:
1. If a single record is found:
   
1. Associate to ZBS Attendees – Link the attendee to the matched record in Zoho CRM.
2. Update Matched Record – Update the matched CRM record with data from Zoho Backstage.
3. Take No Action – Do not perform any updates or associations.
2. If multiple records are found:
1. Associate to ZBS Attendees – Link the attendee to all matched records.
2. Update Recently Edited Record – Update only the most recently modified record among the matches.
3. Take No Action – Skip any updates or associations.
3. If no records are found:
1. Create a New Lead – Create a new record in the Leads module.
2. Create a New Contact – Create a new record in the Leads module.
3. Take No Action – Do not create a new record.
4. For each of the three dropdowns, if Take No Action is not selected, the field mapping section will be enabled below.
   
13. Click the Edit button next to either Leads or Contacts to open the Edit panel.
14. In the Edit panel, map the Zoho Backstage fields to the appropriate Zoho CRM fields.
15. Once the fields are mapped, click Save. This action will create modules in Zoho CRM dialog box will appear. 
16. Enable Sync Past Events Data if required. 
17. Click Save. 
18. A new module called ZBS Attendees will be created in Zoho CRM. The selected data will be pushed to this module automatically.
    

Tickets

1. Navigate to Portal Settings > Integration > CRM from your portal page.
2. Click Configure Now. This will open the Zoho CRM Configuration dialog box.
3. From the Choose Your Zoho CRM Organization dropdown, select your organization.
4. Click Select to continue. The Zoho CRM Integration setup page will open. By default, it will show the Events tab.
5. Go to Modules > Tickets.
   
   
   
   
6. Use the checkboxes to select the attendee fields you want to push to Zoho CRM. To select all available fields at once, use the Select All Ticket Fields option. The available options include:
   
1. Ticket Class Name (Mandatory)
   
2. Amount (Mandatory)
3. Currency Code (Mandatory)
4. Quantity (Mandatory)
5. Tickets Sold (Mandatory)
6. Ticket Description
7. Ticket Start Date
   
8. Ticket End Date
   
9. Attend Mode
7. Once the fields are selected, click Save. This action will create modules in Zoho CRM dialog box will appear. 
8. Enable Sync Past Events Data if required. 
9. Click Save. 
10. A new module called ZBS Tickets will be created in Zoho CRM. The selected data will be pushed to this module automatically.
    

Syncing a Specific Event with Zoho CRM

1. Go to the portal page and open the event you want to sync.
2. Navigate to Settings > Integrations > CRM from the Dock. 
3. The Zoho CRM brand linked to your account will be displayed.
4. Click Sync to begin syncing attendee data with Zoho CRM.

Syncing All Events with Zoho CRM

1. Navigate to Portal Settings > Integration > CRM from your portal page.
2. Open the dropdown menu. 
3. Click Sync All Events. 
4. All existing events in your portal will be synced, and a list of synced events will be shown below.

You can disable sync for individual events using the toggle switches next to each listed event.

Deleting Zoho CRM Integration

1. Navigate to Portal Settings > Integration > CRM.
2. Click the dropdown menu on the top right.
3. Click Delete.
4. Confirm the deletion in the dialog box that appears.

1. This action will permanently remove the integration between Zoho Backstage and Zoho CRM.
   
2. New attendee data will no longer sync with Zoho CRM.
3. All previously configured field mappings and synced contact information will be lost.

Mapping Registration Fields Within an Event