{"id":56264,"date":"2024-09-13T06:11:43","date_gmt":"2024-09-13T14:11:43","guid":{"rendered":"https:\/\/cirahub.com\/?p=56264"},"modified":"2024-09-13T06:11:43","modified_gmt":"2024-09-13T14:11:43","slug":"how-to-two-way-sync-contacts-between-zoho-and-pipedrive","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-contacts-between-zoho-and-pipedrive\/","title":{"rendered":"How to Two-Way Sync Contacts Between Zoho and Pipedrive"},"content":{"rendered":"<p><span data-contrast=\"none\">This comprehensive article will outline how to <\/span><strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">two-way sync contacts<\/a><\/strong><span data-contrast=\"none\"> between Zoho and Pipedrive.<\/span><\/p>\n<p><span data-contrast=\"none\">Thanks to this <strong><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">Two-way sync<\/a><\/strong> feature, you can:\u00a0<\/span><\/p>\n<ul>\n<li>Two-way sync Zoho contacts with <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<li>Update contacts simultaneously across the two platforms<\/li>\n<li>Without producing duplicates, CiraHub effortlessly syncs and moves data from <span data-contrast=\"none\">Zoho <\/span>to <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\">\u00a0\u00a0This article will show you how to enable a two-way contact sync between Zoho <\/span><span data-contrast=\"none\">and Pipedrive.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Set_Up_Two-Way_Contact_Sync_Between_Zoho_and_Pipedrive\"><\/span><b><span data-contrast=\"none\">Set Up Two-Way Contact Sync Between Zoho and Pipedrive<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_Create_a_Zoho_Spoke\"><\/span><b><span data-contrast=\"none\">1. Create a Zoho Spoke<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><iframe loading=\"lazy\" title=\"Zoho V2\" src=\"https:\/\/player.vimeo.com\/video\/852447548?dnt=1&amp;app_id=122963\" width=\"1080\" height=\"608\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/p>\n<p>1. <span data-contrast=\"none\">First, Log in to CiraHub. You will be taken to the onboarding wizard. Next, select the object to sync<\/span><\/p>\n<p><span data-contrast=\"none\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Hub and Spoke Setup\" width=\"392\" height=\"271\" \/><\/span><\/p>\n<p><span data-contrast=\"none\">2. Next, start the Hub and Spoke setup. Click on \u201cCRMs\u201d as your source type for your contact spoke<\/span><span data-contrast=\"auto\">.<\/span><span data-contrast=\"none\"> (The Hub contains all synced Contacts from each spoke.<\/span><\/p>\n<p><span data-contrast=\"none\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46838\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/select-source-type-zoho.png\" alt=\"\" width=\"409\" height=\"284\" \/><\/span><\/p>\n<p>3. <span data-contrast=\"none\">Select <\/span><a href=\"https:\/\/www.zoho.com\/index1.html\"><span data-contrast=\"none\">Zoho<\/span><\/a><span data-contrast=\"none\"> as the contact spoke type.<\/span><\/p>\n<p><span data-contrast=\"none\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46850\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/select-zoho-.png\" alt=\"\" width=\"426\" height=\"295\" \/><\/span><\/p>\n<p>4. <span data-contrast=\"none\">Select Zoho Credentials to access its data.<\/span><\/p>\n<p><span data-contrast=\"none\">\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46854\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/select-zoho-credentials.png\" alt=\"\" width=\"403\" height=\"276\" \/><\/span><\/p>\n<p><span data-contrast=\"none\">5. Sign in to your Zoho Account.<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-46866\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/sign-in-to-your-zoho.png\" alt=\"\" width=\"326\" height=\"332\" \/><\/span><\/p>\n<p><span data-contrast=\"none\">6. Click Accept to give CiraHub access to your Zoho account.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" alt=\"\" width=\"314\" height=\"288\" \/><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">7. Type in a spoke name and click CREATE.<\/span><\/p>\n<p><span data-contrast=\"none\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" alt=\"\" width=\"403\" height=\"281\" \/><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Create_a_Pipedrive_Spoke\"><\/span><strong><span class=\"TextRun SCXW182397561 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW182397561 BCX0\">Create <\/span><span class=\"NormalTextRun SCXW182397561 BCX0\">a Pipedrive<\/span><span class=\"NormalTextRun SCXW182397561 BCX0\">\u00a0Spoke<\/span><\/span><span class=\"EOP SCXW182397561 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"none\">8. Select the option to add an Additional Spoke.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" \/><\/p>\n<p>9. Click on \u201cCRMs\u201d as your source type for your contact spoke. (The Hub contains all synced Contacts from each spoke; a spoke can be a Public Folder, a user mailbox, the GAL or a CRM.) <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Select Source Type of Contact Spoke\" width=\"571\" height=\"313\" \/><\/p>\n<p>10. Next, select <a href=\"https:\/\/www.pipedrive.com\/\">Pipedrive <\/a>as the source type\u00a0for your contact spoke.<strong>\u00a0<\/strong><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/select-pipedrive.jpg\" alt=\"Select Pipedrive\" width=\"736\" height=\"510\" \/><\/p>\n<p><span class=\"TextRun SCXW199434931 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW199434931 BCX0\">11. Sign in with <\/span><span class=\"NormalTextRun SCXW199434931 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> to add your account to the <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW199434931 BCX0\">Hub, or<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> select an existing Pipedrive account.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW199434931 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40742\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png\" alt=\"Pipedrive Sign in\" width=\"577\" height=\"403\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png 577w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in-480x335.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 577px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW222745372 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW222745372 BCX0\">12. If you <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW222745372 BCX0\">selected<\/span><span class=\"NormalTextRun SCXW222745372 BCX0\">\u00a0\u201cSign in with Pipedrive\u201d, you&#8217;ll be prompted to this screen\u00a0to enter your Pipedrive username and password.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40750\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg\" alt=\"Pipedrive Log in\" width=\"607\" height=\"597\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg 607w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in-480x472.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 607px, 100vw\" \/><\/p>\n<p><span class=\"TextRun SCXW259316172 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259316172 BCX0\">13. Click Allow and Install to enable<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">\u00a0CiraHub&#8217;s Multi-way Sync <\/a>with the attached <\/span><span class=\"NormalTextRun SCXW259316172 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"> Account.<\/span><\/span><span class=\"EOP SCXW259316172 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\"> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41697\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/lll.png\" alt=\"Pipedrive connector\" width=\"696\" height=\"657\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW186265236 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW186265236 BCX0\">14. Type in a Spoke Name and click Next.<\/span><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-spoke-name.jpg\" alt=\"Pipedrive Add Spoke Name\" width=\"563\" height=\"386\" \/><\/p>\n<p><span class=\"TextRun SCXW129728671 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW129728671 BCX0\">15. Next, type in the Hub Name and click Create.<\/span><\/span><span class=\"EOP SCXW129728671 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-hub-name.jpg\" alt=\"Pipedrive Add Hub name\" width=\"718\" height=\"497\" \/><\/p>\n<p><span class=\"TextRun SCXW217624706 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW217624706 BCX0\">16 Next, right-click your spoke, and select \u201cSync Options\u201d. From there, you will be taken to a new window; click the box which says, \u201cAllow Hub to create and sync items in this spoke.\u201d This will enable 2-way synchronization between the Hub and your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW217624706 BCX0\">spoke<\/span><span class=\"NormalTextRun SCXW217624706 BCX0\">.<\/span><\/span><span class=\"EOP SCXW217624706 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-options.jpg\" alt=\"Pipedrive Sync Options\" \/><\/p>\n<p><span class=\"TextRun SCXW186540076 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW186540076 BCX0\">17. Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable two-way synchronization from the endpoint to the hub database and back. Select Categorize Data in Spoke if you would like to filter out which items you would like to sync.<\/span><\/span><span class=\"EOP SCXW186540076 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-allow-hub.jpg\" alt=\"Pipedrive Allow Hub to Sync\" \/><\/p>\n<p><span class=\"TextRun SCXW80308114 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW80308114 BCX0\">18. Click the Advanced tab to set up <a href=\"\/?p=39341\">contact filtering<\/a> for <\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">. This would enable a user to two-way sync Zoho with Pipedrive and create Hub items based on specific criteria. <\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"Hubspot Advanced\" width=\"624\" height=\"246\" \/><\/p>\n<p><span class=\"TextRun SCXW106046008 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW106046008 BCX0\">19. Click on \u201cSync now\u201d to two-way sync contacts between Zoho and Pipedrive. You can also edit synchronization options for each of your <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW106046008 BCX0\">spokes<\/span><span class=\"NormalTextRun SCXW106046008 BCX0\"> below.<\/span><\/span><span class=\"EOP SCXW106046008 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-40783\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-now.jpg\" alt=\"Pipedrive Sync Now\" width=\"454\" height=\"444\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusion<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The steps above have described how to two-way sync Zoho and Pipedrive Contacts with CiraHub. <span data-contrast=\"none\">CiraHub&#8217;s software<\/span><span data-contrast=\"none\"> makes it easy for anyone to quickly set up a <a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/\">multi-way CRM sync<\/a> and more (i.e contact and calendar sync) for their company.<\/span><span data-contrast=\"none\"> <a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\">Start your CiraHub trial<\/a>\u00a0today!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Zoho and Pipedrive. Thanks to this Two-way sync feature, you can:\u00a0 Two-way sync Zoho contacts with Pipedrive. Update contacts simultaneously across the two platforms Without producing duplicates, CiraHub effortlessly syncs and moves data from Zoho to Pipedrive. \u00a0\u00a0This article will show you how to [&hellip;]<\/p>\n","protected":false},"author":38,"featured_media":46650,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"page-cirahub.php","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","_nextfly_llmd_date_locked":false,"footnotes":"","_ppma_block_editor_authors":"","_links_to":"","_links_to_target":""},"categories":[13626,1420,1459],"tags":[],"ppma_author":[13535],"class_list":["post-56264","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-contact-sync","category-support","rawdate-2024-09-13"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Two-Way Sync Contacts Between Zoho and Pipedrive &#8212; CiraSync<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cirasync.com\/de\/contact-sync\/how-to-two-way-sync-contacts-between-zoho-and-pipedrive\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Two-Way Sync Contacts Between Zoho and Pipedrive\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Zoho and Pipedrive. Thanks to this Two-way sync feature, you can:\u00a0 Two-way sync Zoho contacts with Pipedrive. 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