Zoho CRM
The same customer in Zoho CRM and Hivenza
Contacts and companies stay in step both ways, so the person writing to you is the same person your sales team sees in Zoho CRM. Workflows can read the deal and write a note back.
Get startedIncluded in the Agency plan.
What you can do
- Sync contacts and companies both ways, with field mapping
- Choose which side wins for each field
- Read the deal in workflow conditions
- Create or update a record and add a note from a workflow
Good to know
- A dry run says what would change before the first sync
- A log shows each sync and what did not sync, and why
- Owners and admins connect Zoho CRM for the workspace
Included in the Agency plan.
How teams use it
- Sales sees support
- A deal owner opens a contact and sees the conversations behind it.
- Route to the owner
- Assign a conversation to the person who owns the customer in Zoho CRM.
- Notes that follow
- A solved ticket leaves a note on the Zoho CRM record.
Connect Zoho CRM
- 1
Connect
In Settings, choose Zoho CRM and sign in.
- 2
Map the fields
Choose which fields match and which side wins.
- 3
Run the dry run
Read what would change, then start the sync.
Questions
Will it overwrite my CRM?
Not by surprise. The dry run lists the changes first, and each field has a rule for who wins.
Can it create deals?
Yes, from a workflow step.
Which plan includes it?
Agency and Enterprise.
Keep one customer record, not two
