Merge Zoho CRM Contacts to Office 365 Exchange Contacts: take all Zoho CRM Contacts and add/merge them to Office 365 Exchange Contacts.Any data that already exists on both apps should be merged instead of creating a duplicate. Merge all historic data two-way: take all Zoho CRM Contacts and Office 365 Exchange Contacts and merge them together.Only sync new data, meaning anything that will be added or updated starting from now.You'll then be prompted with the following four options: The last thing, of course, is to start the continuous sync. Please note that customization might not be available for some older sync connections.
ZOHO OUTLOOK CONTACT SYNC HOW TO
More information on how to create and customize field mapping can be found here.įeel free to contact us for any help with your customization! You can create a custom mapping by clicking the Create new button in the Field mapping & filters section of the sync page. You can add filters, conditions, loops, custom logic, and so much more.Īll is done in just a few clicks using our no-code visual programming interface.
It's much more than just including/excluding default or custom fields. Luckily, SyncPenguin provides customers with the ability to customize field mapping in any way possible. In some cases, you might need to include information from custom fields, or just customize the way data is mapped during synchronization. The default mapping usually includes all common fields that the connected apps have. SyncPenguin provides all sync connections with one or more default field mappings. Avoid duplicates (should the sync try to match historical data instead of creating duplicates).Proceed on error (should the sync continue when an error is encountered, or try again).Allow delete (whether deleted data should be deleted on the other side of the sync).
Sync interval (by default the sync is triggered every 5 or 10 minutes).In the Basic settings section you have the ability to adjust some of the default properties of your integration flow: Please follow this link to the dashboard to do that: The first step is to create a SyncPenguin account. Note that apart from Office 365 the service can sync with multiple Exchange EWS-based services, including:Ĭontact us directly if you need help with your Exchange setup. You can sync records between pairs of accounts, from all accounts to a single shared one, or arrange any other custom sync behavior.
The sync allows variety of connection combinations and scenarios, including between different Exchange domains or Office 365 tenants, public folders and shared mailboxes. This page provides a short guide on how to set up and start the integration using our dashboard. With SyncPenguin you can configure real-time two-way synchronization of Zoho CRM Contacts and Office 365 Exchange Contacts in just a few clicks.
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