Are you looking for a platform that will let you sync your QuickBooks Contacts with your Zoho Contacts? If so, then you are in the right place! With Cirahub’s Two-way Contact Synchronization tool, it is now simple to maintain current contact information in both QuickBooks and Zoho Contacts.
It lets you set up two-way or multi-way sync schedules that sync contact information automatically. This article will outline how to two-way sync contacts between QuickBooks and Zoho.
Thanks to this two-way sync feature, you
- Can access your QuickBooks contacts in Zoho.
- Can access your Zoho contacts in QuickBooks.
- Make it easier to Import your QuickBooks Online accounts and contacts into Zoho Inventory.
This article will show you how to enable a two-way sync for QuickBooks and Zoho.
Create a Spoke for QuickBooks
1. Log into CiraHub. You will be taken to the onboarding wizard.
2. Next, you’ll need to choose the type of object you want to sync. Select “Contacts.”
3. To start your Hub and Spoke setup, click “CRM” as the source type of your contact spoke, then select “Quickbooks” from the list of CRMs and click NEXT.
4. Click “Sign in with QuickBooks” and enter your company’s name, then click “Create Company” to connect with the CiraHub Connector.
5. Enter a name for your current spoke and click “CREATE.”
7. Type in a Spoke name and click NEXT.
8. Type in a Hub name and Click CREATE.
Create Zoho Spoke
9. Select the option to add an Additional Spoke.
10. Click on “CRMs” as your source type for your contact spoke. .
11. Select Zoho as the contact spoke type.
12. Select Zoho Credentials to access its data.
13. Sign in to your Zoho Account.
14. Click Accept to give CiraHub access to your Zoho account.
15. Type in a spoke name and click CREATE.
16. Next, right click your spoke, and select “Sync Options”. From there click the box “Allow Hub to create and sync items in this spoke.” This will enable 2-way synchronization between the Hub and your spoke.
17. Click on “Allow Hub” to create and sync items in this spoke. This will enable two-way synchronization from the endpoint to the Hub database and back.
18. Click on “Sync now” in order to enable a 2-way sync for the current spoke to two-way sync between an Exchange Server Mailbox and a Microsoft 365 Public Folder. You can also edit any synchronization options for each of your spokes down below.
Why Two-Way Sync QuickBooks with Salesforce
Due to its seamless integration with almost all online services, Zoho is one of the best CRMs available. It is an extremely effective tool for organizations to share customer data with their employees and coworkers.
Use CiraHub to start two-way syncing your QuickBooks and Zoho contacts! CiraHub ensures that your customer data is immediately synced, eliminating any possibility of duplication or tricky situations. CiraHub offers a 60-day trial period for its new customers. Start yours today!