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Sync Zoho CRM Potentials to Infusionsoft by Keap

Need to sync your Zoho CRM Potentials (Or sometimes called Opportunity or Deal to some) to Infusonsoft by Keap integration? 

Yes! SyncApps does sync Potentials.

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Follow these simple steps for a successful test! But first, see the following reminders below before syncing them:

  • Make sure that the Zoho CRM Potential record(s) have an email address. SyncApps will only retrieve the standard email address
  • Create a test Potential record to sync
  • The record type should be in Contact or Account type

Let's get started!

Firstly, you must have a Set Up and make some determinants that this Set Up is for Potentials. (We suggest this method so that the main records and Potentials records will not mix up in Infusionsoft.)

Head to Step 1 of the Set Up and select the option "Retrieve Contact/Account Potentials". 

Note -- If this option is checked, Potentials fields will be available on the mapping configuration. This feature may need many API calls if you have a large number of Potentials.

Please note that it may cause an exceeding API limit issue if you have a large number of potentials. For example, larger than 10,000.

This feature is only available on the SyncApps Professional plan or as an Add-On.

Hit Save then Reset Sync Process and resync so that changes will be applied in the next sync.

Need Some Help with a Human Touch?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone have to be scheduled in advance.  

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

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Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

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