This article explains how to integrate Zoho CRM with D-Tools Cloud.
Purpose
This integration helps you enable single-directional or bi-directional synchronization of the following between D-Tools Cloud and Zoho CRM:
Client and Contact Accounts
We are actively adding more fields. Please check back for an updated list.
Supported fields (by flow)
Account Created in Zoho -> DTC
name
phone
address1
city
state
postalcode
Account Created or Updated in DTC -> Zoho
name
Account Updated Zoho -> DTC
name
phone
address1
city
state
postalcode
Prerequisite
A role in Zoho CRM with permissions to add custom fields for objects.
Enable the integration under Settings
Go to “Settings > Integration” on D-Tools Cloud. The Zoho CRM integration is listed under “CRM integrations.”
Click “Connect” to enable the integration.
Choose the workflows for the integration.
Setup (Required)
The linkage between the two systems relies on the DTCId custom field; without it, the integration cannot function as expected. This is where we store the ID for the client, enabling two-way synchronization. Here are the steps:
1. Log in to Zoho CRM - Access your Zoho CRM account with your credentials.
2. Navigate to Setup - Click on the gear icon (⚙️) in the top-right corner to open the Setup page.
3. Go to Modules and Fields - Under the Customization section, click on Modules and Fields.
4. Select the Account Module - In the Modules List, locate and select the Accounts module (assuming you want to store the DTCId in Accounts).
5. Click on Create New Field
Inside the Accounts module, click on the Layout tab.
Click on Create New Field at the top of the layout editor.
6. Choose Field Type - Select the appropriate field type for your "DTId" field. Typically, you might want to use Single Line, Number, or Text field types, depending on the format of your Account ID.
7. Configure the Field
Label: Enter the name of the field as "DTCId."
Length: Set the character limit to 60 characters
8. Save the Field - After configuring the field, click Save to add it to your Accounts module.
9. Test the Field - Go to an Account record and verify that the "DTCId" field is visible and functioning as expected.
This allows the integration to store and manage the "DTCId" in the Accounts module of Zoho CRM.