{"id":74085,"date":"2023-04-10T07:36:35","date_gmt":"2023-04-10T15:36:35","guid":{"rendered":"https:\/\/cirahub.com\/?p=47394"},"modified":"2023-04-10T07:36:35","modified_gmt":"2023-04-10T15:36:35","slug":"how-to-two-way-sync-contacts-between-zoho-and-salesforce","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-zoho-and-salesforce\/","title":{"rendered":"How to Two-Way Sync Contacts Between Zoho and Salesforce"},"content":{"rendered":"<p><span data-contrast=\"none\">Are you looking for a synchronization tool that allows you to two-way sync your Zoho contacts to Salesforce? If so, then this article should be helpful to you. Salesforce and Zoho are two of the top CRM platforms on the market. By t<\/span><span data-contrast=\"none\">wo-way syncing contacts between Zoho and Salesforce organizations<\/span><span data-contrast=\"none\"> can access their most valuable resource\u2014customer information and create a central database that supports both platforms. Users can even import data from Salesforce into Zoho as Leads, Contacts, Accounts, or Opportunities. Keep Reading to learn more about how CiraHub users to two-way sync contacts and manage multiple workflows between Zoho CRM and Salesforce.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">\u00a0This article will outline how to <\/span><a href=\"https:\/\/cirasync.com\/solutions\/two-way-sync\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way sync<\/span><\/a><span data-contrast=\"none\"> contacts<\/span><span data-contrast=\"none\"> between Zoho and Salesforce.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"none\">Thanks to this two-way sync feature, you\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ul>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"1\" data-aria-level=\"1\"><span data-contrast=\"none\">Can access your Salesforce contacts in Zoho.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"2\" data-aria-level=\"1\"><span data-contrast=\"none\">Can access your Zoho contacts in Salesforce.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<li data-leveltext=\"\uf0b7\" data-font=\"Symbol\" data-listid=\"1\" data-list-defn-props=\"{&quot;335552541&quot;:1,&quot;335559684&quot;:-2,&quot;335559685&quot;:720,&quot;335559991&quot;:360,&quot;469769226&quot;:&quot;Symbol&quot;,&quot;469769242&quot;:[8226],&quot;469777803&quot;:&quot;left&quot;,&quot;469777804&quot;:&quot;\uf0b7&quot;,&quot;469777815&quot;:&quot;hybridMultilevel&quot;}\" aria-setsize=\"-1\" data-aria-posinset=\"3\" data-aria-level=\"1\"><span data-contrast=\"none\">Import Customer leads , Contacts , Accounts , and Opportunities<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Set_Up_Two-Way_Contact_Sync_Between_Zoho_and_Salesforce\"><\/span><b><span data-contrast=\"none\">Set Up Two-Way Contact Sync Between Zoho and Salesforce<\/span><\/b><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"Create_a_Zoho_Spoke\"><\/span><b><span data-contrast=\"none\">Create a Zoho Spoke <\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol>\n<li><span data-contrast=\"none\">First, Log in to CiraHub. You will be taken to the onboarding wizard. Next, select the object to sync.\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><\/li>\n<li><span data-contrast=\"none\"> 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. <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><\/li>\n<\/ol>\n<ol start=\"3\">\n<li><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.<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><\/li>\n<\/ol>\n<ol start=\"4\">\n<li><span data-contrast=\"none\"> Select Zoho Credentials to access its data. <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><\/li>\n<\/ol>\n<ol start=\"5\">\n<li><span data-contrast=\"none\"> Sign in to your Zoho Account.\u00a0<\/span><\/li>\n<\/ol>\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<ol start=\"6\">\n<li><span data-contrast=\"none\"> Click Accept to give CiraHub access to your Zoho account.\u00a0<\/span><\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" width=\"314\" height=\"288\" \/><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<ol start=\"7\">\n<li><span data-contrast=\"none\"> Type in a spoke name and click CREATE.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" width=\"403\" height=\"281\" \/>\u00a0<\/span><\/li>\n<\/ol>\n<h3><span class=\"ez-toc-section\" id=\"_Create_a_Salesforce_Spoke\"><\/span><b><span data-contrast=\"none\">\u00a0Create a Salesforce Spoke <\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ol start=\"8\">\n<li><span data-contrast=\"none\"> Select the option to add an Additional Spoke.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\" width=\"470\" height=\"210\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> 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.)<\/span><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=\"456\" height=\"250\" \/><\/li>\n<li><span data-contrast=\"none\"> Select <\/span><a href=\"http:\/\/salesforce.com\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">Salesforce<\/span><\/a><span data-contrast=\"none\"> as the contact spoke type.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/select-salesforce.jpg\" alt=\"Select \u201cSalesforce\u201d as the contact spoke type.\" width=\"461\" height=\"256\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> Sign in with Salesforce to add your account to the Hub, or select an existing Salesforce account. <span class=\"NormalTextRun SCXW113844889 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blur-jon-harris.png\" alt=\"Sign in with Salesforce to add your account to the Hub\" width=\"514\" height=\"256\" \/><\/span><\/span><\/li>\n<li><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\">Select \u201cAllow\u201d to <a href=\"https:\/\/cirasync.com\/integrations\/salesforce\/?gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way sync Salesforce contacts<\/span><\/a><span data-contrast=\"none\"> and connect your Salesforce account to the CiraApps Salesforce Connector.<\/span><\/span><\/span><span data-contrast=\"none\"><span class=\"NormalTextRun SCXW113844889 BCX0\"><span data-contrast=\"none\"> <img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/salesforce-connector.jpg\" alt=\"Click allow to connect your Salesforce connect\" width=\"544\" height=\"673\" \/><\/span><\/span><\/span><\/li>\n<li><span data-contrast=\"none\">Type in a \u201cSpoke Name\u201d and click Next.\u00a0<\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39683\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL.png\" alt=\"\" width=\"488\" height=\"310\" \/><\/li>\n<li><span data-contrast=\"none\"> Next type in the \u201cHub Name\u201d and click Create.<img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/BELL2.jpg\" width=\"443\" height=\"283\" \/><\/span><\/li>\n<li><span data-contrast=\"none\"> 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 two-way synchronization between the Hub and your spoke.<span class=\"EOP SCXW40771303 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-39666\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/bear.jpg\" alt=\"\" width=\"474\" height=\"283\" \/><\/span><\/span><\/li>\n<li><span data-contrast=\"none\"> Click on \u201cAllow Hub to create and sync items in this spoke\u201d. This will enable <\/span><a href=\"\/?p=41438&#038;gclid=CjwKCAiAuOieBhAIEiwAgjCvchPJoeuQOS6VT1N2vZp5BymSExzVFYNXLUkFl1wItxFU5g2sNOlnRBoC7sAQAvD_BwE\"><span data-contrast=\"none\">two-way synchronization<\/span><\/a><span data-contrast=\"none\"> 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><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/02\/the-blurr-allowhub-1.png\" alt=\"Click on \u201cAllow Hub\u201d to create and sync items in this spoke.\" width=\"523\" height=\"193\" \/><\/li>\n<li><span data-contrast=\"none\"> Click on \u201cSync now\u201d to two-way contact sync Zoho with Salesforce. You can also edit any synchronization options for each of your spokes below.<span class=\"TextRun SCXW79040116 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW79040116 BCX0\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-39589\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/03\/sync3.jpg\" alt=\"Salesforce sync now\" width=\"447\" height=\"391\" \/><\/span><\/span><\/span><\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Why_Should_You_Two-Way_Sync_Your_Zoho_and_Salesforce_Contacts\"><\/span><b><span data-contrast=\"none\">Why Should You Two-Way Sync Your Zoho and Salesforce Contacts\u00a0<\/span><\/b><span data-contrast=\"none\">\u00a0<\/span><span data-contrast=\"none\">\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335551550&quot;:1,&quot;335551620&quot;:1,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><span data-contrast=\"none\">By synchronizing Zoho CRM with Salesforce, users can save time and execute tasks more quickly and effectively. CiraHub helps users automate their everyday sales operations with the help of our two-way synchronization solution. Users can easily and conveniently two-way sync data between Salesforce and Zoho CRM using CiraHub. Instantly synchronize data between Salesforce and Zoho CRM and a variety of other platforms in both directions. Click here to learn more about how you can start a <\/span><a href=\"https:\/\/cirasync.com\/cira-platform-demo\/\"><span data-contrast=\"none\">CiraHub trial<\/span><\/a><span data-contrast=\"none\"> today!<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Are you looking for a synchronization tool that allows you to two-way sync your Zoho contacts to Salesforce? If so, then this article should be helpful to you. Salesforce and Zoho are two of the top CRM platforms on the market. By two-way syncing contacts between Zoho and Salesforce organizations can access their most valuable [&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":[13626,1459],"tags":[],"ppma_author":[13535],"class_list":["post-74085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2023-04-10"],"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 Salesforce<\/title>\n<meta name=\"description\" content=\"This article will outline how users can start to two-way contact sync zoho with Salesforce while using CiraHub.\" \/>\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\/support\/how-to-two-way-sync-contacts-between-zoho-and-salesforce\/\/\" \/>\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 Salesforce\" \/>\n<meta property=\"og:description\" content=\"This article will outline how users can start to two-way contact sync zoho with Salesforce while using CiraHub.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cirasync.com\/de\/support\/how-to-two-way-sync-contacts-between-zoho-and-salesforce\/\" \/>\n<meta property=\"og:site_name\" content=\"CiraSync\" \/>\n<meta property=\"article:publisher\" 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