First, head to your Integrations tab, find the Zoho CRM integration, and press the Enable button. Log into your Zoho account.
Once connected, select the Settings option and in the new screen click on the Configure button. Now you can configure and map your integration. To map your deal stages, click the gear icon next to Deals. You'll see two options: Export Field Mapping (to Zoho) and Import Field Mapping (from Zoho).
Export Deal Mapping:
Deal Title:
This option decides how your deal will be named once mapped to Pipedrive. By default, our integration selects the Company Name from your lead registration form.
Stage:
If the "Map Values" option is not visible, click the white box next to Stage, select the formula option, and choose Data > Portal Phase as the source value.
Map your phases from PartnerPortal.io (pp.io) to Zoho. If you have multiple Zoho pipelines, all phases will be available as options.
Please note, that portal phases are fully customizable. For more information, take a look at this article.
Save & Close:
Always press the Save & Close button to ensure all changes are applied.
Import Deal Mapping:
In the Import option, you'll need to select what Phases you'd like your deals to show in pp.io when their status is updated in Zoho.
Select the Map Values option next to Portal Phase.
In the small pop-up window, re-map your Zoho phases to match the previous mapping done in the Export section. This confirms that if a deal status changes in Zoho, the corresponding phase will update in pp.io.
Example: If you move a deal to "Qualification" in Zoho, it will show as "Integrated" to your partners in pp.io based on the example mapping below.
Contact and Company Mapping:
Map Contact and Company Sections:
Similar to Deals, map your Lead Registration form to the Contact and Company sections.
This ensures that the pp.io lead form correctly maps to the corresponding fields in your Pipedrive deals, including lead contact and company information.
Automatic Mapping:
Our integration will automatically map your Lead Registration form with the lead contact and company information in Pipedrive.
Please note, that any configuration, can be updated and edited at any time.
To learn how to map custom fields to your Zoho CRM, take a look at this article.
For more information on how to Customize your Lead Registration Form, check out this article.