Zoho CRM by OSync
Sync your CRM data to SalesLoft. Osync extension enables you to extend and improve your sales process for a better buyer experience and sales engagement. Key Features: Sync multiple modules from Zoho CRM into SalesLoft and vice versa. Included custom field mapping between services. Auto-sync every 60 minutes. User Forced manual sync as well. One-way or two-way sync with user-selected master service. User friendly OSync is available for multiple supported cloud applications.View and Install
How it Works
- Install the plugin from Zoho CRM Marketplace listing.
- Select Profiles & Department to which you need to install and authorize.
- Enter your login credentials to authorize both Zoho CRM and SalesLoft accounts.
- Once the Authorize buttons turn Revoke, Click Next
- Map Module:
- Choose modules in Zoho CRM and SalesLoft to initiate the sync.
- Choose sync type by selecting one of the arrow buttons (one-way/Two-way).Map Fields
- Choose SalesLoft fields to be mapped with Zoho CRM.
- Mandatory fields need to be mapped to initiate the Sync.
- Choose master service so that OSync can sync master data in case of conflicts.
- Auto-sync cycle scheduled every 60 minutes and you are all set to start the sync.