Intent of the article:
This article explains how to sync contacts from Zoho CRM to Salesgear and vice versa.
Here's how you sync contacts -
Go to settings → integrations → Zoho. If you haven’t integrated Salesgear with Zoho, check out this article.
Navigate to the ‘contacts’ tab.
In the contacts tab, choose a Zoho list view to sync contacts from Zoho CRM,
Enable polling and enter your suitable time so that Salesgear can periodically check the CRM for new contacts. By default, Salesgear will sync contacts from Zoho for every 10 minutes.
You can also enable ‘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 contacts' 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.
7. Choose the required sync direction for field mapping.
8. Click ‘save changes’.
Points to remember -
By default, Salesgear will sync contacts from Zoho for every 10 minutes. You can change it to any time interval you’d like.
If you want to sync contacts immediately, you can click on ‘sync now’ at any point of time.