Zoho CRM - SalesLoft Integration

Multi-module Sync:

Syncs multiple modules from Zoho CRM into SalesLoft and vice versa.

Multi-sync options:

Auto syncs every 60 minutes and has an option for manual synchronization.

Cutom Field support:

Includes custom field mapping between services.

Bidirectional:

Offers one-way and two-way sync with user-selected master service.

Setting Up 

1. Install the plugin from Zoho CRM Marketplace listings

2. By clicking the box, you are providing your consent to our Terms&Conditions and Privacy Policy.

3. Click Enable button to setup synchronization.

Authorize

1. Enter your login credentials to authorize both Zoho CRM and SalesLoft accounts.

2. Once the Authorize buttons turn Revoke, Click Next.


Map Module

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).

Map Fields

1. Choose SalesLoft fields to be mapped with Zoho CRM.

2. Mandatory fields need to be mapped to initiate the Sync.


Sync Settings

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.

2. If you need to intervene an auto sync cycle, Click Force Sync to trigger the sync manually.