{"id":74110,"date":"2024-03-12T04:46:07","date_gmt":"2024-03-12T12:46:07","guid":{"rendered":"https:\/\/cirahub.com\/?p=53596"},"modified":"2024-03-12T04:46:07","modified_gmt":"2024-03-12T12:46:07","slug":"two-way-sync-contacts-deal-cloud-and-zoho","status":"publish","type":"post","link":"https:\/\/cirasync.com\/de\/support\/two-way-sync-contacts-deal-cloud-and-zoho\/","title":{"rendered":"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Zoho"},"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 Deal Cloud and Zoho.<\/span><\/p>\n<p><span data-contrast=\"none\">Zoho CRM offers robust CRM capabilities, enabling sales teams to manage leads, track communication, and nurture customer relationships effectively. These two platforms supplement each other. While Deal Cloud excels in managing deals and pipelines, Zoho offers abundant CRM tools such as lead management, sales automation and customer support. By syncing contacts, users are capable of making the most of both of them and achieve a complete understanding of their customer interactions and sales processes.\u00a0<\/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 <span data-contrast=\"none\">Deal Cloud <\/span>contacts with <span data-contrast=\"none\">Zoho<\/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\">Deal Cloud <\/span>to <span data-contrast=\"none\">Zoho<\/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 <\/span><span data-contrast=\"none\">Deal Cloud <\/span><span data-contrast=\"none\">and Zoho.<\/span><\/p>\n<h2 aria-level=\"2\"><span class=\"ez-toc-section\" id=\"Set_Up_a_Two-Way_Contact_Sync_Between_Deal_Cloud_and_Zoho\"><\/span><strong>Set Up a Two-Way Contact Sync Between Deal Cloud and <span data-contrast=\"none\">Zoho<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span class=\"TextRun SCXW174676568 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW174676568 BCX0\">1. Log in to <\/span><span class=\"NormalTextRun SpellingErrorV2Themed SCXW174676568 BCX0\">CiraHub<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\">. It will take you to the onboarding wizard. (See figure below.) Next, select the object you want to sync. In this example, the &#8222;C<\/span><span class=\"NormalTextRun AdvancedProofingIssueV2Themed SCXW174676568 BCX0\">ontacts&#8220; object<\/span><span class=\"NormalTextRun SCXW174676568 BCX0\"> has been selected.<\/span><\/span><span class=\"EOP SCXW174676568 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-40642\" 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=\"512\" height=\"354\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW253371727 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW253371727 BCX0\">2. Next, start the Hub and Spoke setup. 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><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-54181\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg\" alt=\"\" width=\"859\" height=\"473\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127.jpg 859w, https:\/\/cirasync.com\/wp-content\/uploads\/2024\/01\/Screenshot-2024-03-13-141127-480x264.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 859px, 100vw\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>3. Select Deal Cloud as the contact spoke type.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/select-dealforce.jpg\" width=\"713\" height=\"527\" \/><\/p>\n<p>4. Type in Deal Cloud API Access information to sync its account data to CiraHub.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53535\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-142615.jpg\" alt=\"\" width=\"722\" height=\"526\" \/><\/p>\n<p>5. Type in a Spoke name and click Create.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-53550\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2024\/02\/Screenshot-2024-02-15-171630.jpg\" alt=\"\" width=\"680\" height=\"498\" \/><\/p>\n<p><span data-contrast=\"none\">6. 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<h3><span class=\"ez-toc-section\" id=\"Create_a_Zoho_Spoke\"><\/span><b><span data-contrast=\"none\">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>&nbsp;<\/p>\n<p><span data-contrast=\"none\">7. Select <a href=\"https:\/\/www.zoho.com\/index1.html\">Zoho<\/a> as the contact spoke type.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/select-source-type-zoho.png\" \/><\/p>\n<p><span data-contrast=\"none\">8. Select Zoho Credentials to access its data.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/select-zoho-credentials.png\" width=\"702\" height=\"482\" \/><\/p>\n<p><span data-contrast=\"none\">9. Sign in to your Zoho Account.\u00a0<\/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-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">10. Click Accept to give CiraHub access to your Zoho account.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" width=\"341\" height=\"313\" \/><\/p>\n<p>11. Type in a spoke name and click CREATE.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" width=\"627\" height=\"437\" \/><\/p>\n<p><span class=\"EOP SCXW89754526 BCX0\" data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559738&quot;:240,&quot;335559739&quot;:240,&quot;335559740&quot;:276}\">12. <\/span>Next, right-click your spoke, and select \u201cSync Options\u201d.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/05\/sync-options.jpg\" alt=\"Sync Options\" \/><\/p>\n<p>13. <span class=\"TextRun SCXW76201369 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW76201369 BCX0\">Click on \u201cAllow Hub\u201d to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the hub database and back.<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-42287\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc.png\" alt=\"procure allow hub to sync\" width=\"599\" height=\"202\" srcset=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc.png 599w, https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/1-pc-480x162.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 599px, 100vw\" \/><\/span><\/span><\/p>\n<p>14. Click on \u201cSync now\u201d to two-way sync multiple Zoho sources together.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-41496\" src=\"https:\/\/cirasync.com\/wp-content\/uploads\/2022\/07\/sync-now.jpg\" alt=\"\" width=\"464\" height=\"403\" \/><\/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><span data-contrast=\"none\">Due to its seamless integration with almost all online services, Zoho is one of the best CRMs available. It is an extremely effective tool for organizations to share customer data with their employees and coworkers.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559685&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>The steps above have described how to two-way sync Deal Cloud and Zoho 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<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Zoho. Zoho CRM offers robust CRM capabilities, enabling sales teams to manage leads, track communication, and nurture customer relationships effectively. These two platforms supplement each other. While Deal Cloud excels in managing deals and pipelines, Zoho offers abundant CRM tools such [&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-74110","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cirahub","category-support","rawdate-2024-03-12"],"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\u00a0Two-Way Sync Contacts Between Deal Cloud and Zoho &#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\/support\/two-way-sync-contacts-deal-cloud-and-zoho\/\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to\u00a0Two-Way Sync Contacts Between Deal Cloud and Zoho\" \/>\n<meta property=\"og:description\" content=\"This comprehensive article will outline how to two-way sync contacts between Deal Cloud and Zoho. Zoho CRM offers robust CRM capabilities, enabling sales teams to manage leads, track communication, and nurture customer relationships effectively. These two platforms supplement each other. 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