Configure CRM for your portal

1. Navigate to Portal Settings > Integrations > CRM.
2. Click the Configure Now button in the Zoho CRM section. The Zoho CRM configuration panel will appear.
3. Select your CRM portal from the Zoho CRM Organization dropdown.
   
4. Click Next.
   
5. Choose whether to add users from your Zoho CRM portal as admins to your Backstage portal:
   
1. Click the Yes radio button if you want to add a user from your Zoho CRM portal to your Backstage portal as an admin. Next select a user from the list that appears.
   
2. Alternatively, click the No radio button if you don't want to add a user from your Zoho CRM portal to your Backstage portal.
   
6. Click Next. The list of event participant roles will be listed in the resulting panel. 
   
7. Select an option for how you want event participants to be listed in your CRM portal from the respective dropdowns.
   
8. Click Next. The way each field form Backstage will be mapped in Zoho CRM will be displayed in the resulting panel.
   
9. Click the Finish Setup button.
   
10. Click Done to close the panel. The integration will be complete and displayed in Zoho CRM section.

Note: 

1. You need a Zoho CRM account with an Enterprise plan to integrate it with Backstage.
   
2. Events created before integrating with Zoho CRM should be manually synced.
   

Manage the CRM integration for an event

1. Navigate to Portal Settings > Integrations > CRM.
2. Click the View configuration details link in the Zoho CRM section. The configuration details for your events will be displayed.
3. Use the toggle in the Event Sync section to enable or disable the CRM integration for that event.
   
4. Click the Push to CRM button to send attendee details to Zoho CRM manually.
   Note: It will take around two minutes for your data to appear in your CRM organization.

Note: The attendee details can also be synced by clicking the Push to CRM link in the Attendees tab of the Manage Dashboard in an event.

Sync custom form fields with CRM

To get the custom field name in Zoho Backstage

1. Navigate to Registrations > Registration Form from the dock.
2. Click the Edit Registration Form button.
3. Click on the custom field you want to map with your CRM organization. The Field properties panel will open.
4. Copy the name of the field from the Field Name textbox.

To add the custom form field in Zoho CRM

1. Go to your Zoho CRM account.
   
2. Click the Settings icon in the top bar. The Setup page will display.
   
3. Select Modules and Fields from the Customization section. 
   
4. Select the Modules tab in the right pane.
   
5. Click the Menu icon that appears to the right of the required module.
   
6. Choose the Layout option from the dropdown menu that appears. 
   
7. Click the Menu icon that appears to the right of the Standard option.
   
8. Choose the Edit layout option from the dropdown that appears. The Form Builder will appear.
   
9. Drag and drop the field type you want to map from Backstage to Zoho CRM from the New Fields section.
10. Double click on the field to rename it with the same label as the field in the event registration form in Zoho Backstage.
    
11. Click the Save button in the top-right corner.
    

1. Go to your Zoho CRM account.
   
2. Click the Settings icon in the top bar. The Setup page will display.
   
3. Select the APIs option from the Developer Space section. The APIs tab will be selected in the left panel and open in the right pane.
   
4. Click the API names tab in the right pane.
   
5. Click the module where you've added the form field.
6. Select the Edit option in the API name column for the field you wish to map to Zoho Backstage.
   
7. Add the field name of the custom field in the event registration form in Zoho Backstage as the API name in Zoho CRM.
   
8. Click Save. 

Note: Only users who have permission to create and edit data in the Leads and Contacts modules can map custom fields.

Turn off CRM integration for your portal

1. Go to Portal Settings > Integrations > CRM.
2. Deselect the Portal Sync toggle in the Zoho CRM section. The Disable CRM integration dialog box will appear.
3. Click OK.

Deactivate CRM integration for your portal

1. Navigate to Portal Settings > Integrations > CRM.
2. Click the Integrations tab.
3. Select the CRM tab.
4. Select the Delete option for the CRM integration from the dropdown menu. The Delete CRM integration dialog box will appear.
   
5. Click OK.

The Zoho CRM integration is a paid feature enabled based on your subscription plan.

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If you have any questions, please contact support@zohobackstage.com.