When you integrate Zoho with Dealfront you have a number of different options regarding default fields and customisations for your Zoho account. Detailed instructions on how to set up your integration are available here.
The lists below give the data points that you have available for these customisations and syncs, but be sure to go through the other resources to get a full view of this powerful integration!
Please note: Dealfront syncs data from your CRM once a day.
We can send the following to elements to to Zoho:
Visit information as ‘note’
General keywords NOT actual search terms, as ‘note’
Link to Dealfront
Send visit summary for Manually Connected identified companies
Send visit summary for Automatically Connected identified companies
Send Comments per company
Default Pipeline Stage
Default Deal Name
Fields that are available to be set when creating/connecting a company to Zoho:
Number of Employees
Please note: Website URL, number of employees, industry, account source and description of the company will not always be sent, you may see it for where the information was available in the past from LinkedIn, however it is not available for all companies.
Syncable entities: These are the records that are allowed to be synced between Zoho and Dealfront. Tasks are dependent on leads and opportunities.
When setting up feed automations that send identified companies to Zoho you have the ability to configure them how they are sent. You can read more about these automation here. The fields below are the options and fields available to send to Zoho.
NOTE: Create deal and task are only applied to Dealfront identified companies that are already connected to existing organisations.
Create as Account
Create as Lead
Lead contact name
Days to set closing date
Days to set due date
Manual connections:When sending identified companies manually to Zoho you have the ability to configure them. You can read more about manual connections here. The fields below are the options and fields available to send to Zoho.
Connect as an Account
Connect to an existing account
Create a New account
Connect as a Lead
Connect to an existing Lead
Create a New Lead
New visit summaries are sent automatically
Send existing visit summary as a note to Zoho
Send existing Dealfront identified company comments as a note to Zoho
Once companies are connected you have the ability to create and send:
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at firstname.lastname@example.org.