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Sync Leads & Contacts Automatically Between Zoho and Salesgear

Written by Premsanth Rajamani

Keep Zoho leads and contacts in sync with Salesgear using a list view and a polling schedule.

👉 Sync leads

  1. Go to Settings → Integrations → Zoho and open the Leads tab.

  2. Select a Zoho list view.

  3. Enable Polling and set the interval (default: every 10 minutes).

  4. Optionally enable Update contacts, and choose the sync direction for mapped fields.

  5. Click Save changes, then Sync now.

👉 Sync contacts

Same steps, under the Contacts tab instead of Leads.

📌 Zoho leads are mapped as contacts in Salesgear. Click Sync now the first time — after that, syncing runs automatically, and manual sync is always available.

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