simPRO - Zoho CRM Integration - SyncEzy Portal User Guide - Overview

            Integration Portal User Guide

            simPRO - Zoho CRM Integration - Overview

            A typical workflow for your team might be as follows:

            1. Nurture leads in Zoho CRM.
            2. Send contact and company from Zoho CRM to simPRO when ready to create a quote by adding a tag.
            3. Create a Quote in simPRO.
            4. Quote details are sent to Zoho CRM Contact.
            5. Quote is accepted.
            6. Create a Job in simPRO.
            7. Job status moves in simPRO trigger Contact updates in Zoho CRM.

            The SyncEzy system is designed to run automatically in the background so the user doesn’t have to do anything manual.

            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).

            If the Automatic Sync schedule is not soon enough, manual Sync can be pushed via the SyncEzy Integration Portal.

            Updated: 03 Dec 2019 12:44 PM
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