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Zoho CRM Integration
Zoho CRM Integration
Eduardo Voloch avatar
Written by Eduardo Voloch
Updated over 3 months ago

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

Prerequisite

  • A role in Zoho CRM with permissions to add custom fields for objects and create API keys.

Procedure for Single-Directional Integration

For Single-directional, all you need to do is enable the integration in Cloud by signing in with your account. Single-directional means, the account name and account phone number will flow from D-Tools Cloud to Zoho.

Enable the integration under Settings

  1. Go to “Settings > Integration” on D-Tools Cloud. The Zoho CRM integration is listed under “CRM integrations.”

  2. Click “Connect” to enable the integration.

  3. In the modal, enter the API key you created in Zoho CRM.

  4. Choose the synchronization options for the integration.

Procedure for Bi-Directional Integration (optional)

To enable the bi-directional integration, you need to create a custom field in Zoho. 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 DTId 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 "DTId."

  • 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 "DTId" field is visible and functioning as expected.

This allows the integration to store and manage the "DTId" in the Accounts module of Zoho CRM.

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