Sync Information from Zoho CRM in Zoho Desk Records Manually
Integrating Zoho CRM with Zoho Desk helps bring sales and support teams onto the same page by keeping customer information consistent across both systems. When the integration is enabled, contact and account details are synced based on the configured schedule. If the latest updates are needed immediately, records can be manually refreshed from Zoho CRM to fetch the most recent information.
Updating Zoho CRM details
Contacts and Accounts records can be manually updated to fetch the latest data from Zoho CRM instantly.
Accounts fields that will be mapped between CRM and Desk
- Phone
- Email
- Fax
- Website
- Industry
- Annual Revenue
- Street
- City
- State
- Code
- Country
- Description
Contacts fields that will be mapped between CRM and Desk
- First Name
- Last Name
- Email
- Account Name
- Phone
- Mobile
- Title
- Type
- Street
- City
- State
- Zip
- Country
- Description
- X
- Facebook
- Secondary Email
- Language
This does not affect the existing sync settings and works alongside the regular sync process.
To sync contact information with Zoho CRM
- Navigate to Customers > Contact.
- Click the More Actions icon ( … ).
- Select Update from Zoho CRM.
- Click Continue.
To sync an account information with Zoho CRM
- Navigate to Customers > Account.
- Open the required account.
- Click the More Actions icon ( … ).
- Select Update from Zoho CRM.
- Click Continue.
Viewing Zoho CRM integrated records
Once Zoho CRM is integrated and records are synced, contacts and accounts can be easily filtered using predefined views to identify which records are linked to CRM and which are not.
To view contacts synced with Zoho CRM
- Navigate to Customers > Contact.
- In left panel under All Views.
- Click Contacts Mapped with CRM.
- Click Contacts Unmapped with CRM.
These views help identify which contacts are already linked with Zoho CRM and which are not, making it easier to manage synchronization.
To view accounts synced with Zoho CRM
- Navigate to Customers > Account.
- In left panel under All Views.
- Click Accounts Mapped with CRM.
- Click Accounts Unmapped with CRM.
These views help identify which accounts are already linked with Zoho CRM and which are not, making it easier to manage synchronization.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrating Zoho Desk with Zoho CRM
Zoho CRM integration gives your sales and support teams a holistic view of your customers by maintaining a single customer and product database which is always in sync. For the integration, you must have Administrator privileges in Zoho Desk. Also, ...Migrating Data between Zoho Desk Portals
Organizations managing customer support across multiple Zoho Desk portals often face challenges with scattered data, inconsistent workflows, and increased administrative overhead. Each portal operates independently, making it difficult to maintain a ...Zoho CRM Integration Blocks
Integration blocks (previously known as System Blocks) simplify the process of configuring webhook blocks in GC by providing reusable blocks. These blocks streamline the process of integrating with external services, making it easier to build ...Integrating Zoho Desk with Zoho DAP
Zoho Digital Adoption Platform (DAP) is an onboarding solution that provides visual guidance to users through contextual, in-product guidance. It is particularly useful for developing product tours, user journeys, and onboarding flow for easy ...Integrating LINE with Zoho Desk
LINE Messaging App LINE is the fastest growing instant messaging app in the world, bringing agents closer to their customers and end-users. Send free messages and make voice calls or video calls anytime, anywhere. LINE is now available on a variety ...
New to Zoho LandingPage?
Zoho LandingPage Resources