Zoho CRM - SalesLoft Integration
Syncs multiple modules from Zoho CRM into SalesLoft and vice versa.
Auto syncs every 60 minutes and has an option for manual synchronization.
Cutom Field support:
Includes custom field mapping between services.
Offers one-way and two-way sync with user-selected master service.
1. Install the plugin from Zoho CRM Marketplace listings
3. Click Enable button to setup synchronization.
1. Enter your login credentials to authorize both Zoho CRM and SalesLoft accounts.
1. Choose modules in Zoho CRM and SalesLoft to initiate the sync.
2. Choose sync type by selecting one of the arrow buttons (one-way/Two-way).
1. Choose SalesLoft fields to be mapped with Zoho CRM.
1. Choose master service so that OSync can sync master data in case of conflicts..
2. Auto sync cycle scheduled every 60 minutes and you are all set to start the sync.
Sync Health Report
1. Sync health report will be generated for every cycle. Auto sync can be paused manually.