{"id":56291,"date":"2024-09-19T09:56:44","date_gmt":"2024-09-19T17:56:44","guid":{"rendered":"https:\/\/cirahub.com\/sin-categorizar\/como-sincronizar-contactos-entre-zoho-y-pipedrive\/"},"modified":"2024-09-19T09:56:44","modified_gmt":"2024-09-19T17:56:44","slug":"como-sincronizar-contactos-entre-zoho-y-pipedrive","status":"publish","type":"post","link":"https:\/\/cirahub.com\/es\/soporte\/como-sincronizar-contactos-entre-zoho-y-pipedrive\/","title":{"rendered":"C\u00f3mo sincronizar contactos entre Zoho y Pipedrive"},"content":{"rendered":"<p><span data-contrast=\"none\">Este completo art\u00edculo le explicar\u00e1 como <\/span><strong><a href=\"https:\/\/cirahub.com\/two-way-contact-sync\/\">sincronizar bidireccionalmente los contactos <\/a><\/strong><span data-contrast=\"none\">entre Zoho y Pipedrive. <\/span><span data-contrast=\"none\">Gracias a esta herramienta de<strong><a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\"> sincronizaci\u00f3n bidireccional<\/a><\/strong>, podr\u00e1:<\/span> <\/p>\n<ul>\n<li>Sincronizaci\u00f3n bidireccional de <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<li>Actualizar los contactos simult\u00e1neamente en las dos plataformas.<\/li>\n<li>Sin producir duplicados, CiraHub sincroniza y traslada sin esfuerzo datos de <span data-contrast=\"none\">Zoho <\/span> a <span data-contrast=\"none\">Pipedrive<\/span>.<\/li>\n<\/ul>\n<p><span data-contrast=\"none\"> Este art\u00edculo le mostrar\u00e1 como habilitar la sincronizaci\u00f3n bidireccional de contactos entre Zoho y <\/span><span data-contrast=\"none\">Pipedrive.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Configurar_la_sincronizacion_bidireccional_de_los_contactos_entre_Zoho_y_Pipedrive\"><\/span><b><span data-contrast=\"none\">Configurar la sincronizaci\u00f3n bidireccional de los contactos entre Zoho y Pipedrive<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"1_Cree_un_conector_de_Zoho\"><\/span><b><span data-contrast=\"none\">1. Cree un conector de Zoho<\/span><\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p> https:\/\/vimeo.com\/852447548?share=copy 1. <span data-contrast=\"none\">En primer lugar, inicie sesi\u00f3n en CiraHub. Acceder\u00e1 al asistente de incorporaci\u00f3n. Siguiente, seleccione el objeto que desea sincronizar<\/span><\/p>\n<p><span data-contrast=\"none\"> <img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/Screenshot-2022-03-22-at-7.23.19-PM.png\" alt=\"Configuraci\u00f3n de centro y conector\" width=\"392\" height=\"271\"><\/span><\/p>\n<p><span data-contrast=\"none\">2. A continuaci\u00f3n, inicie la configuraci\u00f3n del centro y los conectores. Haga clic en \u00abCRMs\u00bb como tipo de fuente para su contacto<\/span><span data-contrast=\"auto\">.<\/span> <span data-contrast=\"none\">(El centro contiene todos los contactos sincronizados de cada conector. <\/span><\/p>\n<p><span data-contrast=\"none\"> <img decoding=\"async\" class=\"alignnone wp-image-46838\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/select-source-type-zoho.png\" alt=\"\" width=\"409\" height=\"284\"><\/span> 3. <span data-contrast=\"none\">Seleccione <\/span><a href=\"https:\/\/www.zoho.com\/index1.html\"><span data-contrast=\"none\">Zoho <\/span><\/a><span data-contrast=\"none\">como el tipo de fuente de su conector de contacto.<\/span><\/p>\n<p><span data-contrast=\"none\"><img decoding=\"async\" class=\"alignnone wp-image-46850\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/select-zoho-.png\" alt=\"\" width=\"426\" height=\"295\"><\/span>  4.  <span data-contrast=\"none\">Seleccione Zoho credenciales para acceder a sus datos.<\/span><\/p>\n<p><span data-contrast=\"none\"> <img decoding=\"async\" class=\"alignnone wp-image-46854\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/select-zoho-credentials.png\" alt=\"\" width=\"403\" height=\"276\"><\/span><\/p>\n<p><span data-contrast=\"none\">5. Inicie sesi\u00f3n en su cuenta Zoho.<\/span><\/p>\n<p><span data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <img decoding=\"async\" class=\"alignnone wp-image-46866\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/sign-in-to-your-zoho.png\" alt=\"\" width=\"326\" height=\"332\"><\/span><\/p>\n<p><span data-contrast=\"none\">6. Haga clic en aceptar para conceder acceso a CiraHub a su cuenta de Zoho.<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/connect-to-zoho-connector.png\" alt=\"\" width=\"314\" height=\"288\"><\/p>\n<p><span data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\">7. Escriba un nombre de conector y haga clic en CREAR.<\/span><\/p>\n<p><span data-contrast=\"none\"><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2023\/03\/zoho-spoke.png\" alt=\"\" width=\"403\" height=\"281\"><\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Cree_un_conector_Pipedrive\"><\/span><strong><span class=\"TextRun SCXW182397561 BCX0\" lang=\"EN-US\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW182397561 BCX0\">Cree <\/span><span class=\"NormalTextRun SCXW182397561 BCX0\">un conector <\/span><span class=\"NormalTextRun SCXW182397561 BCX0\">Pipedrive<\/span><\/span><span class=\"EOP SCXW182397561 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span data-contrast=\"none\">8. Seleccione la opci\u00f3n de a\u00f1adir conectores adicionales.<\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/nnl.jpg\">  9. Haga clic en \u00abCRMs\u00bb como su tipo de fuente para su conector de contactos. (El centro contiene todos los contactos sincronizados para cada conector; un conector puede ser una Carpeta P\u00fablica, un buz\u00f3n de usuario, la Lista Global de Direcciones o un CRM). <img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/02\/choose-contact-spoke.jpg\" alt=\"Seleccione el tipo de fuente de contacto del conector\" width=\"571\" height=\"313\"> 10. A continuaci\u00f3n, seleccione <a href=\"https:\/\/www.pipedrive.com\/\">Pipedrive<\/a> como el tipo de fuente de su conector de contactos.<strong> <\/strong><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/select-pipedrive.jpg\" alt=\"Seleccionar Pipedrive\" width=\"736\" height=\"510\"><\/p>\n<p><span class=\"TextRun SCXW199434931 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW199434931 BCX0\">11. Inicie sesi\u00f3n con <\/span><span class=\"NormalTextRun SCXW199434931 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> para a\u00f1adir su cuenta al Centro<\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW199434931 BCX0\">, o<\/span><span class=\"NormalTextRun SCXW199434931 BCX0\"> seleccione una cuenta existente de Pipedrive.<\/span><\/span><\/p>\n<p><span class=\"EOP SCXW199434931 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"><img decoding=\"async\" class=\"alignnone wp-image-40742\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png\" alt=\"Pipedrive Iniciar sesi\u00f3n\" width=\"577\" height=\"403\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in.png 577w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-2-sign-in-480x335.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 577px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW222745372 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW222745372 BCX0\"> 12. Si usted <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW222745372 BCX0\">selecciona<\/span><span class=\"NormalTextRun SCXW222745372 BCX0\"> \u201cIniciar sesi\u00f3n en Pipedrive\u201d, aparecer\u00e1 esta pantalla para que introduzca su usuario y contrase\u00f1a de Pipedrive .<\/span><\/span><img decoding=\"async\" class=\"alignnone wp-image-40750\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg\" alt=\"Pipedrive Iniciar sesi\u00f3n\" width=\"607\" height=\"597\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in.jpg 607w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-log-in-480x472.jpg 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 607px, 100vw\" \/><span class=\"TextRun SCXW259316172 BCX0\" lang=\"EN-US\" data-contrast=\"auto\"><span class=\"NormalTextRun SCXW259316172 BCX0\">13. Haga clic en permitir e instalar para habilitar <\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"><a href=\"https:\/\/cirahub.com\/blog\/what-is-two-way-sync\/\">la sincronizaci\u00f3n multidireccional de CiraHub <\/a>con la cuenta de <\/span><span class=\"NormalTextRun SCXW259316172 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW259316172 BCX0\"> adjunta.<\/span><\/span><span class=\"EOP SCXW259316172 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <img decoding=\"async\" class=\"alignnone wp-image-41697\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/lll.png\" alt=\"Conector de Pipedrive\" width=\"696\" height=\"657\" srcset=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/lll.png 696w, https:\/\/cirahub.com\/wp-content\/uploads\/2022\/07\/lll-480x453.png 480w\" sizes=\"(min-width: 0px) and (max-width: 480px) 480px, (min-width: 481px) 696px, 100vw\" \/><\/span><\/p>\n<p><span class=\"TextRun SCXW186265236 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW186265236 BCX0\">14. Escriba un nombre de conector y haga clic en \u00abSiguiente\u00bb.<\/span><\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-spoke-name.jpg\" alt=\"Pipedrive a\u00f1adir nombre del conector\" width=\"563\" height=\"386\"><\/p>\n<p><span class=\"TextRun SCXW129728671 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW129728671 BCX0\">15. A continuaci\u00f3n, escriba el nombre del centro y haga clic en crear.<\/span><\/span><span class=\"EOP SCXW129728671 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <\/span><\/p>\n<p><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-hub-name.jpg\" alt=\"Pipedrive a\u00f1adir nombre de centro\" width=\"718\" height=\"497\"><\/p>\n<p><span class=\"TextRun SCXW217624706 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW217624706 BCX0\">16. A continuaci\u00f3n, haga clic con el bot\u00f3n derecho del rat\u00f3n en su conector y seleccione \u00abOpciones de sincronizaci\u00f3n\u00bb. Desde ah\u00ed, se le abrir\u00e1 una nueva ventana; haga clic en la casilla que dice: \u00abPermitir al centro crear y sincronizar elementos en este conector\u00bb. Esto permitir\u00e1 la sincronizaci\u00f3n bidireccional entre el centro y su <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW217624706 BCX0\">conector<\/span><span class=\"NormalTextRun SCXW217624706 BCX0\">.<\/span><\/span><span class=\"EOP SCXW217624706 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-options.jpg\" alt=\"Opciones de sincronizaci\u00f3n de Pipedrive\"><\/p>\n<p><span class=\"TextRun SCXW186540076 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW186540076 BCX0\">17. Haga clic en \u00abPermitir que el centro cree y sincronice elementos en este conector\u00bb. Esto permitir\u00e1 la sincronizaci\u00f3n bidireccional desde el endpoint a la base de datos del centro y viceversa. Seleccione categorizar datos en el conector si desea filtrar los elementos que desea sincronizar.<\/span><\/span><span class=\"EOP SCXW186540076 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <\/span><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-allow-hub.jpg\" alt=\"Pipedrive permite que el centro se sincronice\"><\/p>\n<p><span class=\"TextRun SCXW80308114 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW80308114 BCX0\">18. Haga clic en la pesta\u00f1a \u00abAvanzado\u00bb para configurar el <a href=\"https:\/\/cirahub.com\/support\/utilizing-contact-filtering\/\">filtrado de contacto<\/a> para <\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">Pipedrive<\/span><span class=\"NormalTextRun SCXW80308114 BCX0\">.<br \/>\nThis would enable a user to two-way sync Zoho with Pipedrive and create Hub items based on specific criteria.   <\/span><\/span><img decoding=\"async\" class=\"\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/03\/hubspot-advanced.jpg\" alt=\"HubSpot Avanzado\" width=\"624\" height=\"246\"><\/p>\n<p><span class=\"TextRun SCXW106046008 BCX0\" lang=\"EN-US\" data-contrast=\"auto\" xml:lang=\"EN-US\"><span class=\"NormalTextRun SCXW106046008 BCX0\">19. Haga clic en \u201cSincronizar ahora\u00bb para sincronizar bidireccionalmente los contactos entre Zoho y Pipedrive. Tambi\u00e9n puede editar las opciones de sincronizaci\u00f3n para cada uno de sus <\/span><span class=\"NormalTextRun ContextualSpellingAndGrammarErrorV2Themed SCXW106046008 BCX0\"> conectores<\/span> <span class=\"NormalTextRun SCXW106046008 BCX0\">a continuaci\u00f3n.<\/span><\/span><span class=\"EOP SCXW106046008 BCX0\" data-ccp-props=\"{\"201341983\":0,\"335559739\":160,\"335559740\":259}\"> <\/span><img decoding=\"async\" class=\"alignnone wp-image-40783\" src=\"https:\/\/cirahub.com\/wp-content\/uploads\/2022\/04\/pipedrive-sync-now.jpg\" alt=\"Sincronizaci\u00f3n de Pipedrive ahora\" width=\"454\" height=\"444\"><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><span data-contrast=\"none\">Conclusi\u00f3n<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p> Los pasos anteriores describen como sincronizar los contactos de Zoho y Pipedrive con CiraHub. <span data-contrast=\"none\">El software de CiraHub <\/span><span data-contrast=\"none\"> facilita a cualquiera la configuraci\u00f3n <a href=\"https:\/\/cirahub.com\/two-way-crm-sync\/\">sincronizaci\u00f3n multidireccional de CRM<\/a> y m\u00e1s (como la sincronizaci\u00f3n de contactos y calendarios) para su compa\u00f1\u00eda.<\/span> <span data-contrast=\"none\"> <a href=\"https:\/\/cirahub.com\/get-started\/\">\u00a1Empiece a probar CiraHub<\/a> hoy mismo!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Este completo art\u00edculo le explicar\u00e1 como sincronizar bidireccionalmente los contactos entre Zoho y Pipedrive. Gracias a esta herramienta de sincronizaci\u00f3n bidireccional, podr\u00e1: Sincronizaci\u00f3n bidireccional de Pipedrive. Actualizar los contactos simult\u00e1neamente en las dos plataformas. Sin producir duplicados, CiraHub sincroniza y traslada sin esfuerzo datos de Zoho a Pipedrive. Este art\u00edculo le mostrar\u00e1 como habilitar la [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"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":"","footnotes":""},"categories":[45,42],"tags":[],"ppma_author":[373],"class_list":["post-56291","post","type-post","status-publish","format-standard","hentry","category-sincronizacion-de-contactos","category-soporte"],"authors":[{"term_id":373,"user_id":10,"is_guest":0,"slug":"ikimi","display_name":"iog@ciraapps.com","avatar_url":"https:\/\/secure.gravatar.com\/avatar\/a53a3bfa22a6e4ed6682d08e5c634e2c20be9dfba3e712a07cdbd26d90d24e78?s=96&d=mm&r=g","0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":"","8":""}],"_links":{"self":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts\/56291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/comments?post=56291"}],"version-history":[{"count":1,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts\/56291\/revisions"}],"predecessor-version":[{"id":56293,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/posts\/56291\/revisions\/56293"}],"wp:attachment":[{"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/media?parent=56291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/categories?post=56291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/tags?post=56291"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/cirahub.com\/es\/wp-json\/wp\/v2\/ppma_author?post=56291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}