Mautic can push a contact to Zoho CRM based on Campaign actions or Point Triggers.
Your Zoho and Mautic accounts must be configured with the English language, otherwise the synchronization won't work. Zoho changes the alias of each of the contact fields depending on the language, which generates unmatched fields and errors on sync.
Create a Zoho CRM account if you don't have one already.
Generate a key pair by going to the Zoho Developers Console. You will need to select Server Based Applications and provide a name for the client; the URL of your Mautic instance, and the callback URL (which you can access by going to Plugins > ZohoCRM in Mautic and copying the callback URL, usually in the format https://mautic.example.com/plugins/integrations/authcallback/Zoho
). Copy the Client ID and Client Secret that is displayed when you save the client - this will be needed in Mautic.
Note: You must select the correct data centre corresponding to your CRM instance - e.g. if you access your CRM at crm.zoho.com you should choose the .com option in the dropdown.
Once you have authorized successfully, the button will update to show 'Reauthorize'.
Note this still requires a cron job to function.
You can also configure other options:
Note: If the values are empty for the Mautic object, a value of 'Unknown' will be sent. If the ZohoCRM field is a pick list, be sure the list values of Mautic's field match those of the field in ZohoCRM.
Set the Publish switch to Yes.
Save the plugin configuration.
Follow these steps to test the integration.
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