Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Zoho CRM or Salesforce leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Zoho CRM and Salesforce, one pipeline
Contacts stay the same both ways. Deals travel one way, in the direction you pick, won and lost included. A deal already lost before it was seen is not created.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, deals one way
- Contacts
- Deals
At a glance. Contacts stay the same. Deals follow in the direction you choose.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick Zoho CRM or Salesforce as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in Salesforce
- Lead sourceOnly in Zoho CRMNot in Salesforce
It happens in Zoho CRM, then in Salesforce
A new contact
Looked for in Salesforce on the exact email before a contact is created.
Name, email, phone or address changes
The same change is made to the Salesforce contact on the next sync.
The company changes later
Not carried after creation. The account is set when the contact is created and a sync never renames it.
- Only the first street line travels. Zoho CRM stores no second line.
- When Zoho CRM itself reports a duplicate and points at one existing record, that one is updated instead. When it points at several, the contact is not created and the sync says why.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 7
Both connections are checked
Credentials for Zoho CRM and Salesforce are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether Zoho CRM or Salesforce leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for Zoho CRM or Salesforce on its own is on its own page.
- Amounts, not products
- The deal amount travels as one amount. The products on a deal stay where they were entered.
FAQ
Questions about Zoho CRM and Salesforce?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Contacts, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.
It is set when the contact is created, as a Zoho account of exactly that name, and a sync never renames or switches it afterwards.
One way. You choose which of Zoho CRM and Salesforce sends them, and contacts stay two way.
No. A deal already lost before its first sync is not created. An open one follows to won or lost when it closes, and a closed deal is never reopened.
No. A deal with the same name for the same contact on the same close day is updated instead of copied.
It is not sent. It shows as a failed record with the reason, and it goes through on the next sync after a contact is added to the deal.
No. Before anything is created in Zoho CRM or Salesforce, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Zoho CRM and Salesforce?Start your 7 day free trial
Sign in to Zoho CRM and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.