Integration Portal User Guide
simPRO - Zoho CRM Integration - Overview
In summary, the integration offered by SyncEzy between simPRO and Zoho can achieve the following:
1. Sync Accounts, Contacts, Sites, Quotes and Jobs automatically from simPRO to Zoho.
2. Pair different fields, custom and default fields, between simPRO and Zoho. These fields can be added and removed whenever you wish.
3. The automatic functionality syncs information from simPRO to Zoho. It is possible to send information from Zoho to simPRO using custom buttons.
- Buttons can be used to Create and Update Quotes from Zoho to simPRO.
- It is also possible to Convert a Quote to Job in simPRO from Zoho.
4. If your simPRO account has multi-company setup, it will still be possible to configure this integration.
The SyncEzy system is designed to run automatically in the background so the user doesn’t have to do anything manually.
SyncEzy works on a 15 Minutes Sync cycle, 24 hours a day. (i.e. 9:00, 9:15, 9:30, 10:00, 10:15, etc). This schedule only applies to pushing records from simPRO to Zoho.
If the Automatic Sync schedule is not soon enough, manual Sync can be pushed via the SyncEzy Integration Portal.