Member Sync In Zoho CRM

Member Sync In Zoho CRM

This integration ensures your Zoho CRM contacts and leads are automatically synced with the members who sign up on your Zoho Sites website. It is beneficial for businesses that use Zoho CRM as their primary customer relationship management tool and want to keep their customer data organized and centralized.

By syncing your Zoho Sites members with your Zoho CRM contacts or leads, you can:
  1. Avoid manual data entry
  2. Keep customer data updated automatically
  3. Boost lead generation efforts
  4. Streamline workflows
You need to enable the member portal feature to utilize this integration.
To sync Zoho Sites website signup data in Zoho CRM
  1. Navigate to Integrations -> Member sync in Zoho CRM -> Open App.
  2. Click Connect.
  3. Once your account is connected, you can choose which Zoho CRM module to sync your Zoho Sites members with (Contacts or Leads).
  4. Click Connect to complete the integration.
  5. Publish your website for the changes to take effect.
  6. You can modify or disconnect the integration any time by selecting Edit or Disconnect via Integrations -> Zoho Marketing Automation -> Open App.

Once the member sync is set up, any new member signups on your Zoho Sites website will automatically be added to your Zoho CRM module.

    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Member Portal

                                                                                                                The member portal allows you to maintain a member list for your website. You can have visitors sign up at your website, invite them to join your website group, and restrict access to pages and files from your website. Restricting and limiting member ...
                                                                                                              • Zoho CRM Forms

                                                                                                                You can add your CRM webforms to your Zoho Sites website. Integrating Zoho CRM forms with your Zoho Sites website will help you improve your lead capture and management processes while providing a more seamless and customized experience for your ...
                                                                                                              • Member Portal - Notifications

                                                                                                                You can choose an email address as the From address for portal notifications. By default, notifications are sent from notifications@portal.zohosites.com. You can also add your custom mail addresses in custom mail sender. To modify the from address ...
                                                                                                              • Member Portal Sender

                                                                                                                The sender email is the email address that recipients will see when they receive an email from you. Previously, Member Portal related emails could only be sent from a unique address owned by Zoho. You can now associate your professional email ...
                                                                                                              • Member Portal

                                                                                                                The member portal allows you to maintain a member list for your website. You can have visitors sign up at your website, invite them to join your website group, and restrict access to pages and files from your website. You can edit the member portal ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources