integrations

How to instantly sync new data from Zoho CRM (accounts and contacts) to Zoho Subscriptions automatically?

Usually to instantly sync your new data from Zoho CRM to Zoho Subscriptions, you can use the Instant Sync button under Zoho CRM Integration to sync your new data instantly. If you want to automate the process, then follow the steps below which uses webhooks to automate the process.

To create a Webhook in Zoho CRM,

For Accounts: https://subscriptions.zoho.com/api/v1/crm/account/import?reference_id=${Accounts.AccountId}&authtoken=*********************&organization_id=**********

For Contact: https://subscriptions.zoho.com/api/v1/contact/import?reference_id=${Contacts.ContactId}&authtoken=**********************&organization_id=************

After creating the webhook, you have to create a rule. Click the Rules tab present next to Webhooks in the same page.

To create a Rule,

Once you are done with the above process, whenever you create/edit an account/contact or when you convert a lead to an account, the changes will be instantly reflected in your Zoho Subscriptions organization automatically. You will not have to manually click on Instant Sync button in the integration section.

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