Improved Contact Sync flow in Google Integration with Zoho CRM

Improved Contact Sync flow in Google Integration with Zoho CRM

Hello Everyone,

Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google.

With this update, we allow you to sync beyond the Contacts module. You can set up sync for any custom module that stores contact information, so even your custom records can appear in Google Contacts.

We have also made testing your integration safe. You can use your sandbox environment to test sync settings before deploying them to your production account.

What's changed?

  1. Setup sync with up to 5 modules
  2. Your contact sync process is now a 3-Step process
    1. Select the module to sync with google
    2. Add custom fields if necessary.
    3. Add default values for fields in the sync.
  3. Automatic creation of Google contact labels
Let's dive into these changes in more detail.

Setup sync with up to 5 modules

Currently, the sync process supports only the Contacts module in Zoho CRM.

In this enhancement, you can sync up to five modules with your Google account. This includes both standard and custom modules that store contact information. For example, you can sync Contacts, Vendors, Leads and two custom modules or even five custom modules if you prefer.

A Three-Step Sync process

Currently, users can configure the sync process only for the contacts module in Zoho CRM. They would select their Google contact list and it's corresponding Zoho CRM contact view, set up sync options, check if the suggested field mapping is accurate, choose the frequency, and Save.

Now, we've redesigned this into a three-step process to give users more flexibility and control by allowing them to sync from other modules, map custom fields, and set default field values.

Step 1: Users can now choose from the Contacts, Leads, Vendors and all custom modules to sync with Google. Currently, only the Contacts module is supported. Only User-owned records from these modules will be synced.

Step 2: Users can add custom fields for mapping between Zoho CRM and Google. They can also choose from custom fields from a module to be synced. Once synced, these fields will automatically appear in Google. Currently, only standard fields will be displayed for field mapping and custom fields were not supported.

Step 3: Users can set default values for fields, so empty data is not pushed into CRM during the sync. Currently, there is no way to set default values for fields and hence, this would sometimes return empty fields after the sync.



Automatic Google Contact Label creation

Google contact labels will now be created automatically based on the module selected, making the setup simpler and more consistent. During sync, this automatically created label will appear in Google, and all related records will be synced under it, ensuring better organization without any manual effort.
Notes
Note :
1. Since contact sync works at the individual user level (not at the organization level), we want to ensure that only relevant contacts are synced to each user’s Google account. Moving forward, only the contacts you own in CRM will sync to your Google account. Contacts owned by other users will no longer be included.

2. Additionally, contact syncing will now be based on record ownership and module-level selection, instead of custom-view selection.
Info

Impact of this enhancement on Users

For Existing users : Their current sync settings will remain unchanged. However, if their existing sync is disabled and they re-enable contact sync later, they will be redirected to the new flow.

For New Users : All new Google Integration setups will adopt this flow by default.

Our focus for this enhancement is to make Zoho CRM’s Google Integration more powerful, user-friendly, and reliable. If you have questions, please do drop your comments below, and we will get to you at the earliest.

Thanks & Regards,
Serena Woolridge

      • Recent Topics

      • Deleted account recovery

        I ended up accidentally deleting our Zoho invoice account while trying to work something out. Emailed support for recovery and restoration of the deleted account, if possible, but they responded by saying they can't find an account associated with that

      • Devis et factures multipage coupées

        Bonjour, je suis sur Zoho invoice et je rencontre un problème sur mes devis et factures lorsqu'ils dépassent 1 page. je me retrouve souvent avec des lignes coupées ou le sous total page 1 et le total page 2. j'aimerai savoir s'il existe une possibilité

      • Custom Related List Inside Zoho Books

        Hello, We can create the Related list inside the zoho books by the deluge code, I am sharing the reference code Please have a look may be it will help you. //..........Get Org Details organizationID = organization.get("organization_id"); Recordid = cm_g_a_data.get("module_record_id");

      • Zoho Meeting - Feature Request - Introduce an option to use local date and time formating

        Hi Zoho Meeting Team, My feature request is to add an option for dates to be displayed in the users local format. This is common practice across Zoho applications and particularly relevant to an application like Zoho Meeting which revolves around date

      • Cannot give public access to Html Snippet in Zoho Creator Page

        Hi, I created a form in Zoho Creator and published it. The permalink works but I want to override the css of the form. (style based URL parameters is not good enough) So I created a page and added an Html snippet. I can now override the css, which is

      • How can Outlook 365 link back into Zoho Projects so meetings and events in Outlook calendar show in Zoho?

        We use Outlook 365 for our emails and diaries and have integrated Zoho Projects with Office 365. One challenge we face is getting Zoho Projects to recognise when we have meetings and events in Outlook and not allow project managers to assign tasks over that period. Is there a way to resolve this? Thanks

      • On Edit Validation Blueprint

        Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will

      • Zoho Invoice en Navarra (Spain)

        Hola, ¿Alguien usa Zoho Invoice en la Comunidad Foral de Navarra? En Navarra tenemos un sistema tributario diferente y no aplica Verifactu (la Hacienda Foral de Navarra ha anunciado su alternativa, NaTicket, pero no ha informado cuándo entrará en vigor).

      • Emails from Zoho are getting blocked due to Zoho IP address being blacklisted

        This is the info I got from my hosting provider – please address this issue immediately. I don’t expect this from such a big household name. Every single invoice I have sernt it not being received by my clients, all being blocked. All of a sudden. As

      • agentid : Where to find?

        I've been looking around for this agenId to check for the total ticket assigned on a specific agent url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?departmentId=351081000000155331&agentId=35108xxxxxx132009&field=statusType,status" type :GET

      • Zoho DataPrep integration with OpenAI (beta)

        We are thrilled to announce Zoho DataPrep's integration with OpenAI. The public beta roll-out opens up three features. Users who configure their OpenAI Organizational ID and ChatGPT API key (Find out how) will be able access the features. The features

      • AI Bot and Advanced Automation for WhatsApp

        Most small businesses "live" on WhatsApp, and while Bigin’s current integration is helpful, users need more automation to keep up with volume. We are requesting features based on our customer Feedbacks AI Bot: For auto-replying to FAQs. Keyword Triggers:

      • Setting total budget hours for a specific project

        Hi there, I work on a lot of projects that have fixed budget hours. Is there a way to enter the total budgeted hours so i can track progress and identify when hours have been exceeded. I see in the projects dashboard there is a greyed out text saying

      • Clone entire dashboards

        If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard

      • Introducing Formula Fields for performing dynamic calculations

        Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

      • Getting started with Zoho PDF Editor

        Hello users, If you are new to Zoho PDF Editor or aren't sure of its full potential, then this article is for you. Zoho PDF Editor is a free online PDF editing tool, that allows you to upload and edit PDFs, insert text and images, add fillable and e-signature

      • Zoho Projects - Cloning a task does not trigger task workflow when created

        Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new

      • Purchase Orders not in sequence

        I am unable to sort by Purchase Order Numbers. I can only sort by date; however, the PO numbers aren't in the order they were entered. This was not the case prior to today.

      • Internal Fillable Contract with Zoho Writer (Before Sending to Client)

        Hi everyone, I’m trying to automate the following process in Zoho CRM and would appreciate some guidance. Process: When a Deal moves to a specific stage, CRM triggers an automation. CRM sends a contract template to an internal team member so they can

      • Date/time displayed in ZohoCRM does not match date/time of entries in ZohoForm

        Hello there, we use a ZohoForm as a worksheet, i.e. users use it to track start time, break and stop time for every working day. The ZohoCRM org time zone is set on GM -4, so is the Time Zone in the Date&Time section in ZohoForm (see attachment). Despite

      • Update Existing Records greyed out in Free Version

        Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.

      • Dynamically Populate Picklist Values from Another Module Using Client Script

        I am working in Zoho CRM and trying to dynamically populate a picklist field in the Partners module using values stored in another custom module. I have two modules: 1. Partners Module Field: Partner_Type_Pick Field Type: Picklist 2. Partners_Type Module

      • Add zoho calendar to google calendar

        Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

      • Zoho Community Digest : Jan 2026 | Part 1

        Hello Everyone! Staying in the loop with Zoho's latest product updates and features across the vast Zoho Community Forums can be a real challenge. We get it. With over 50+ applications, each with its dedicated forum, it's easy to miss out on important

      • World date & time format

        Hello, Is there a timeline to get the worldwide used date and time format ? I mean not the american one... I mean day month year, and 24 hours clock. Regards

      • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

        Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

      • Conditional layouts - support for multi-select picklists

        Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list

      • Dont want to list inactive items.

        If an item is made inactive, there is no point in showing it in the item list. Please provide an option to hide all inactive items in 'Preferences'. 

      • Actual vs Minimum

        Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the

      • Client Script Not Working When Field is Set by Workflow

        Problem Context: I have implemented a client script in the Cases module that automatically assigns commands based on the value of the Priority field. The script functions correctly when the Priority field is manually set by a user through the form. Observed

      • Integration of CRM and Recruit

        hi team, Is it possible to sync deals <> job openings from only 1 pipeline? My configuration of CRM has pipeline for each business unit, so I will have all data in the CRM system. body leasing and recruitment is one BU (hence 1 pipeline) - can I sync

      • {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

        Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

      • integrating Zoho CRM vendors with Zoho projects

        In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.

      • Zoho Creator Workshops 2026—Europe & UK | Coming to a city near you!

        Hello everyone! We're excited to announce the Zoho Creator Workshop Series 2026, coming to cities across Europe and the United Kingdom this year! Whether you're looking to explore the intermediate-to-advanced capabilities of Creator or you're a seasoned

      • Validation rule for Date field

        The condition settings for a Date field are are absolutlly usless. Conditions can only be set for a specific date, which is logically ineffective in most cases. When setting a condition for a Date field, users usually need to compare the value relative

      • Number 9 envelopes for invoice printing

        I email and print invoices. Being new to Zoho and coming from QB, we did both as we have a more traditional So in Zoho i want to do the same using Number 9 envelopes. These have both a return window and mail to windoow see attached image. Im just looking for best suggestions on how to get a ZOHO invoice to work, so I can mail my invoices...

      • Zoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?

        Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locations

      • Open Sans Font in Zoho Books is not Open Sans.

        Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • Add Reporting feature to display variance/change columns when comparing periods

        When running reports to compare periods (for example, Profit and Loss comparing current year to previous), I would like to be able to display variance columns in both (a) amount or (b) percentage.

      • Next Page