We’re thrilled to announce the launch of our native Zoho CRM integration with DoubleTick! With Phase 1 of this integration, you can effortlessly sync all your Zoho leads with DoubleTick. Any new leads or updates made in Zoho, including changes to existing attributes or lead owners, will automatically reflect in DoubleTick. This ensures that your lead data is always up-to-date and synchronized across both platforms.
Here’s how to sync leads:
- Go to the DoubleTick dashboard and navigate to Settings, then select Integrations.
- Choose Zoho CRM from the list.
- Click “Connect Zoho” and accept the authorization dialog box.
- In Step 1, map your team members between Zoho and DoubleTick.
- In Step 2, map the custom attributes to ensure all relevant data is transferred.
- Your leads will now be synced seamlessly.
We’re excited to continue enhancing this integration in future phases, so stay tuned for more updates!