Intent of the article:
This article explains how to sync leads from Zoho CRM to Salesgear and vice versa.
Here's how you can sync leads automatically -
Go to settings → integrations → Zoho. If you haven’t integrated Salesgear with Zoho, check out this article.
To sync leads from Zoho CRM, choose a Zoho list view in the leads tab.
Enable polling and enter your suitable time so that Salesgear can periodically check the CRM for new leads. By default, Salesgear will sync leads from Zoho every 10 minutes.
You can also enable the 'update contacts’ toggle to update the existing contacts in Salesgear.
Once you enable your preferred options, click on 'save changes' and then ‘sync now’ to sync the leads' data.
Note: You must click on ‘sync now’ when you are syncing the data for the first time. Salesgear will take care of all the future syncing based on the time interval you mentioned in polling.
6. Choose the required sync direction for field mapping.
7. Finally, click ‘save changes’.
Points to remember -
By default, Salesgear will sync leads from Zoho every 10 minutes. You can change it to any time interval you’d like.
If you want to sync leads immediately, you can click on ‘sync now’ at any point of time.
Leads in Zoho will be mapped as contacts in Salesgear.