Managing the integration between Aloware and Zoho CRM may sometimes result in syncing challenges. This guide outlines common issues and provides step-by-step solutions to help ensure that contacts and leads flow correctly between the two systems.
Common issues with Zoho CRM syncing
Some users experience difficulties such as:
Zoho CRM pulling only contacts from the Zoho Contacts module and not syncing information from the Zoho Leads module.
Preventing automatic syncing of new contacts to specific pipelines in Zoho CRM (e.g., Intakes pipeline).
Troubleshooting Zoho contacts and leads sync
If Zoho CRM integration only pulls contact information from the Zoho Contacts module and not from the Leads module, try the following steps:
Reset the Zoho integration - some syncing issues can be resolved by performing a reset of the Zoho integration. Ensure you reauthenticate your Zoho account within the integration settings.
Check integration settings - navigate to the integration settings in Zoho CRM. Confirm that syncing is enabled for both Contacts and Leads modules, as syncing rules may be limited to specific entities by default.
Verify permissions - ensure that your Zoho account has the necessary permissions to access and sync data from both modules. Restricted permissions could hinder syncing from certain areas.
Managing external system sync settings
If you're integrating Aloware with Zoho and wish to prevent creating new leads in Zoho’s pipelines, particularly in cases like the 'Intakes department pipeline,' follow these steps:
Disable auto-sync for new contacts
In Aloware, locate the settings for syncing with Zoho CRM. Ensure that the option to "sync new contacts immediately with Zoho" is turned off.
Configure pipeline rules in Zoho
Review Zoho's lead assignment or pipeline settings to ensure there's no automatic creation or linkage to the undesired pipeline. This could involve adjusting workflow automation rules.
By ensuring these configurations, you prevent unnecessary entries and maintain control over the flow of your leads.
Additional tips
Regularly review your integration and sync logs to monitor for errors or inconsistencies.
Update both Aloware and Zoho CRM software to their latest versions to ensure compatibility and access to the latest features.
Document your custom settings for future troubleshooting and team reference.