Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether Keap or Zoho Books leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Keap, ready to send in Zoho Books
Keap runs sales and marketing, Zoho Books keeps the books. Contacts stay the same both ways, a won opportunity becomes a draft invoice, and a sent estimate becomes an opportunity sales can follow.
- Official sign in for both
- Either system can lead
- 7 day free trial
Contacts both ways, won opportunities into draft invoices
- Contacts
- Won opportunities into draft invoices
- Sent estimates as opportunities
At a glance. Contacts stay the same, won opportunities arrive as draft invoices and sent estimates as opportunities. Below: which field matches which.
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 Keap or Zoho Books 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:Only opportunities won from a date you pickOnly opportunities above an amount you pickOnly Keap contacts with a tag you pick, on a one way syncEvery 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
- CompanyWhen createdCompany
- Email, first slotBoth waysEmail
- Phone, first slotBoth waysPhone
- Billing street, city and postal codeBoth waysStreet, city and postal code
- State and countryWhen createdState and country
- TagsOnly in KeapNot in Zoho Books
It happens in Keap, then in Zoho Books
A new contact
Looked for in Zoho Books on the exact email before a contact is created.
Name, email, phone or street changes
The same change is made to the Zoho Books contact on the next sync.
A phone is emptied
The phone is emptied in Zoho Books too.
The company changes later
Not carried: the company reaches Zoho Books when the contact is created.
The state or country changes later
Not carried: Keap sets state and country when the contact is created.
- Before anything is created the other system is searched first, so nobody is created twice.
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 9
Both connections are checked
Credentials for Keap and Zoho Books 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 Keap or Zoho Books 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 last name of the same contact is changed in both systems
Leading system
MillerMiller-HayesTwo 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 Keap or Zoho Books on its own is on its own page.
- Check tax on the draft
- The draft invoice carries the projected revenue as it is, on one line.
- Add tax on the draft before you send it.
FAQ
Questions about Keap and Zoho Books?
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.
Yes, when you choose the stage rule. An opportunity won on or after your start date becomes a draft invoice in Zoho Books with one line for its projected revenue. It is never sent or paid by the sync.
Yes, once it is sent. It becomes an opportunity at the first open stage of your pipeline, named Quote and its number, and accepting, declining or letting it expire moves it to your won or lost stage. A draft estimate does not travel.
Contacts and tags do. Everything about opportunities needs Keap Max Classic, because Keap opens opportunities to other apps only on that edition. On Keap Pro and Max the opportunity rows stay empty and contacts keep syncing.
It is linked when the contact is created, to a Keap company of exactly that name or a new one, and a sync never renames or switches it afterwards.
No. Before anything is created in Keap or Zoho Books, 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.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between Keap and Zoho Books?”
ChatGPT
Claude
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Ready to connect Keap and Zoho Books?Start your 7 day free trial
Sign in to Keap and Zoho Books, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.