How to configure the synchronization between Webmecanik Automation and Zoho CRM – Webmecanik

Register your application on Zoho CRM

From now, before you can autorize the plugin and synchronize the two softare, you have to register an application with Zoho CRM API.

To do that, go on https://accounts.zoho.eu/developerconsole

Clic on Add client ID.

Choose "Server-based Applications" :

fill the following fields:
Client Name - The application name in Zoho
Homepage URL - url of your website, enter your Webmecanik instance url
Authorized Redirect URIs -Enter the call back url provide in the Zoho plugin in Webmecanik Automation
Clic on Create.
Client ID and Client Secret :

Copy your Client ID and your Client Secret in the plugin, choose the Zoho servers location (US by default) and clic on Autorize application

Your synchronization is now active, you can now map you contacts and company fields to make the transfer effective.

For automated synchronization, contact our support team at support@webmecanik.com

Zoho Plugin Features

The Zoho plugin offers a range of features to synchronize data between Zoho and webmecanik, allowing you to manage your contacts and companies more effectively.

Enabled Features

This section allows you to choose the main synchronization actions:

Trigger actions to send contacts to the integration: Activates the manual sending (forms/campaigns) of contacts from webmecanik to Zoho.
Retrieve contacts and/or companies from the integration: Allows you to import contacts and companies from Zoho to webmecanik.
Send contacts and/or companies to the integration: Activates the sending of contacts and companies from webmecanik to Zoho.

Specific Feature Settings

This section allows you to adjust the synchronization behavior:

Update empty values: If this option is checked, empty fields in Zoho will be updated with the corresponding values from webmecanik, and vice-versa. If this option is unchecked, fields that are already filled will not be overwritten by empty values.

Zoho Objects to Synchronize

You can choose the types of objects you wish to synchronize between the two platforms:

Leads: Synchronizes lead records.
Contacts: Synchronizes contact records.
Accounts: Synchronizes company records.

Empty Value Synchronization

This option allows you to define how the plugin handles the synchronization of empty values:

Replace with empty values: By checking this box, the values of empty fields on one platform will replace existing values on the other platform during synchronization. This can erase information if you are not careful.

Additional feature

When manually sending your contacts/companies to Zoho (via a form or campaign), you can replace existing values on the Zoho side from Webmecanik. To do this, simply check the Ignore mapping priority and push all fields option.