Zoho CRM Sync

Zoho CRM Sync

The Zoho CRM application is a business suite that helps tap the right customers and engage them, maximize sales, increase conversions and much more that is required to upscale a business. Zoho CRM consists of a set of in-built features that are standard for business which also includes the CRM calendar. Using the CRM calendar, you can manage your business schedule by setting up calls and meetings. Zoho Calendar provides you with an option to sync your CRM calendar. Using this two-way sync feature, you can make changes to your events in your CRM calendar from Zoho Calendar itself.

Setting up Zoho CRM sync

The two-way sync between Zoho Calendar and Zoho CRM uses a secure authentication token to communicate between the applications when the sync begins. If you are looking to sync your Zoho CRM calendar with Zoho Calendar, you need to make sure your CRM org admin has initiated the Calendar-CRM sync from his/her end. Once the admin has initiated the sync, you will be able to sync your Zoho CRM calendar with your Zoho Calendar. ‚Äč

Steps to sync your Zoho CRM calendar with your Zoho Calendar

  1. Login to Zoho Calendar.
  2. Go to Settings  > Calendar > Zoho Apps.
  3. Click on Zoho CRM Calendar.
  4. Make sure your Account is verified and Events module is enabled in CRM. 
  5. Click the Sync button to start the synchronization between both the calendars.
  6. The sync will be initiated when Initiating Zoho CRM sync appears.
  7. After the synchronization is done, the Turn off sync button appears.
  8. Refresh your Zoho Calendar to view the changes. The CRM calendar events will be available for you in your Zoho Calendar.
The Zoho CRM calendar will be available under App calendars in Zoho Calendars. Every time a CRM event is added or edited in Zoho Calendar, the changes will be updated upon refreshing the calendar. All updates that are made in CRM calendar will also be simultaneously updated in Zoho Calendar. 
  1. Your Zoho CRM account should be configured and the Events module in CRM should be enabled to sync it with Zoho Calendar. 
  2. If you are not the administrator and your Events module in CRM isn't enabled, you need to contact your admin to activate it. 

Steps to stop synchronization of Zoho CRM Calendar

  1. Login to Zoho Calendar.
  2. Go to Settings  > Calendar > Zoho Apps.
  3. Click on Zoho CRM calendar.
  4. Click the Turn off sync button.
The CRM calendar will be removed from your App Calendars.

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