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

        • Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books

          We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit

        • Turn off workflow Applied pop-up

          hi We are new to Desk. I have a rule to set to "waiting for customer" when agent sends reply. This comes up every time. How to i turn off? Or am i seeing as admin.

        • Smarter holiday planning with yearly-specific Holiday Lists

          Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage

        • zoho desk

          Hello, Did Zoho Desk have any issues today? Are tickets coming in late? I have an email account linked, and messages seem to be arriving with a delay—some email threads aren't coming through completely, and so on.

        • Workflows being applied and the Large unwanted popup

          When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?

        • Maintenance notice for Zoho CommunitySpaces US data centers on August 23, 2026

          Dear customers, We have scheduled a maintenance activity for Zoho CommunitySpaces in our United States (US) data centers on August 23, 2026, from 1:30 a.m. to 2:00 a.m. During this 30-minute maintenance window, Zoho CommunitySpaces will be temporarily

        • Knowledge base: The nitty-gritty of SEO tags

          A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct

        • zoho desk: Can tickets be created from Microsoft Teams messages?

          I am trying to see if there is a way to integrate Microsoft teams with zohodesk. we have a few customers who prefer to communicate requests through Teams, and it would be great to create tickets when they do.

        • ´´Send Email Reply´´ action does not work when the message body contains placeholders.

          Hi Community, I am working on a workflow where the Customer contact is notified via email when their ticket status goes On Hold. To do that, I chose the Send Email Reply action, and the minute I add a placeholder, the workflow does not work and the ticket´s

        • Zoho ERP | Product updates | July 2026

          Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

        • Zoho Forms Spam Submissions

          Hello community! It seems that after updating the Recaptcha settings on our newsletter form (Zoho Forms), we keep getting low quality spam emails subscriptions. I first used 0.5 treshold on invisible google captcha, then raised it to 0.7 but to no avail.

        • Migration from Hosted Exchange Server

          I am looking for documentation on how to migrate from a hosted version of Microsoft Exchange to Zoho Mail.  The existing material is very good for non-hosted Exchange or local Outlook account but I have been unable to locate information to move from a hosted Exchange environment. This is complicated by not being able to have access to the Exchange Server (other than login credentials) and the lack of a local PST file (local Outlook uses OST files). I am to the point that all I need to do is migrate

        • Subform edits don't appear in parent record timeline?

          Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

        • Unable to view existing or create new WhatsApp IM templates on Zoho Desk

          Hi there, Is there a issue with WhatsApp templates in Zoho Desk currently [17 Aug 2026]? I am unable to view existing or create new WhatsApp IM templates. It's saying "Oops, something went wrong. Please try again later."

        • Is Zoho Assist Secure Connect even practical for 1 person shop?

          I was gun ho with Zoho Assist to replace my existing Remote Access product I have been using but I need to implement MFA on each unattended connection. Right now each of these connections in my other product has a rotating token that I have enter off

        • WhatsApp Business Calling API

          Dear Zoho SalesIQ Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho SalesIQ. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need

        • WhatsApp Calling Integration via Zoho Desk

          Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

        • Automating CRM backup storage?

          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

        • Zoho CRM Kiosk Upload Files

          Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"

        • Add Support to Upload Inventory Items with Categories or Enable Separate Upload for Inventory Categories

          Currently, Zoho Inventory does not support uploading new items along with their parent and sub inventory categories using the item import feature. This creates challenges for businesses with structured inventory hierarchies when trying to upload items

        • About products & categories URL

          hello guys, I'm trying to migrate date from Magento 2 to Zoho Commerce and I have some doubt about URL. In my M2 for product I have "Url Key" field with value like this: "product-url" and page appear like this: "www.sitename.com/product-url.html" In ZC

        • Which Zoho CRM tasks would you want an AI assistant to handle?

          I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

        • Export Campaign to another document?

          How can I export my Campaign to Word and PDF? I want to create a PDF archive on my website with old campaigns /Peter

        • Filter isn't

          The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

        • Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support

          Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified

        • Gemini Action - Add "inineData" Support

          Thank you guys for adding a Gemini action. I like Gemini models for the "grunt work" of AI, as they have the cheapest tokens of the trustworthy providers One thing that's missing in the action, though, is the ability to pass file data. If you pass a base64-encoded

        • LinkedIn RSC is now live in Zoho Recruit

          LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate

        • What's New in Zoho Inventory | April & May 2026

          Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

        • Old Gmail inbox migration to Zoho mail

           Hi, I have been checking Zoho products for a while. This week finally decided to migrate my company mail accounts from Gmail to Zoho. I was looking for sometime and could not found a way to perform this; only found the way to take a backup of my old account into Zoho connecting throught pop3 server; but I'm not looking for that, I want that in my new Zoho Mail inbox appear all my mail messages and conversations as I see it in Gmail. Searching in Google and in Zoho Mail docs the workaround begun

        • Zoho CRM Copilot Connector

          Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

        • 100 Rows in a Subform is too limited

          We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a

        • Drop Down Menu - Adding up values

          I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields

        • Global Sets for Multi-Select pick lists

          When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

        • [Webinar] Conversational AI: The new paradigm for agentic analytics

          From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from

        • Make Rich Text fields available in Canva Print Views

          Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.

        • How to RSVP an invite using the Zoho API

          Perhaps I am missing something, but I don't see any way to use the Zoho API to RSVP an Invite. This what I've tried: PATCH https://calendar.zoho.com/api/v1/calendars/{cal}/events/{event} ?attendeedata={"attendees":[{"email":"me@example.com","status":"ACCEPTED"}],

        • FSM service call view

          "Why can't we sort by assigned service resource in the service call view?"

        • Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

          Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

        • Marketing Tip #46: Run flash sales the right way

          A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at full

        • Send Notify on new Ticket to a Team based on customers email address AND only on these addresses

          Hi ZohoDesk, I would like to have Team A receive a Notification on every ticket created. I would like Team B to receive a Notification email only if the incoming ticket contains elements of a certain group of customer's email addresses only.  They should

        • Next Page