This document addresses the variety of questions we encounter while helping clients. If you have a question that’s not addressed her please write to us at email@example.com
Share Link - https://syncezy.com/google-sheets-zoho-crm-integration/faqs
The sync runs every night and extracts data from Zoho CRM and makes it available in Google Sheets.
No, At this stage, we’re limited by the frequency of Zoho CRM’s database refresh which happens once every 24 hours.
We don't build reports for you.
We provide the connection and access to data in Google Sheets. You can either build your own reports or there are external service companies who can build the reports for you. We can refer you to companies who understand Zoho CRM and Google Sheets very well.
The Data is stored in a SyncEzy MySQL server that you can connect to from your Google account.
Short answer: Very secure.
The longer answer, The API keys are encrypted at rest and all our communication with Zoho CRM is through 128 Bit SSL connections.
For servers and back end infrastructure we use the same secure AWS infrastructure that is used by all the world’s leading organizations including Zoho CRM, Procore, etc.
We also offer two-factor authentication for the admin users using the SyncEzy integration.
Unfortunately, due to the amount of work involved in the initial setup, we are unable to offer a free trial. We can however get together on a call and give you a live demo in as much detail as you need. If you have any specific questions feel free to reach out.
No contracts, we do not have long-term or annual contracts. We earn our keep every month by providing integration as a service.
Please contact us to get pricing. Pricing is dependent on the size of the Zoho CRM Database.
Our pricing is made up of two components:
The initial one-time setup.
An ongoing monthly fee for the number of records synced.
Yes, we have, we have been building integrations for the last eight years. With over 50 integrations built across various systems. All our communication between systems is fully encrypted. We do not store your actual data in our systems, we only store the ids of the records and some minimum information for logging and troubleshooting. We do not store tenant private data like contact details and property details in our system.
The data that’s transferred to Google Sheets is stored in their servers that are protected. SyncEzy stores a minimum amount of log and record ID data to manage the sync, this is stored on SyncEzy’s AWS cloud servers in Sydney. AWS is the same backend technology used by Zoho.
All data stored by SyncEzy is accessible to the user from the integration logs data view from their SyncEzy account.
All three applications Google Sheets, SyncEzy and Zoho CRM offer the same two-factor authentication as a means to prevent access by a stolen password. This can be enabled by the users after logging in.
SyncEzy offers an end to end encrypted service so all communications to our site are controlled, Google Sheets and Zoho CRM both offer oAuth 2.0 which follows industry best practice for creating API tokens.