With our Zoho integration, you can enable a 2-way sync between Evergrowth and your CRM.

This allows for the Accounts, Contacts, Research, and Plays created in Evergrowth to enrich the CRM data viewed by your Customer-Facing teams.

It also gives your users access to Evergrowth Agents and Workflows without having to leave their system of choice!

Step 1) In Zoho, go to Settings ➡️ Widgets

Step 2) Click Create New Widget

Step 3) In the widget details, populate the below values

Step 4) Then click Save

Step 1) Go to Setup ➡️ Accounts

Step 2) Select the record view where you wish to add Evergrowth

Step 3) In the Layouts tab of that record, open a layout and create a new field:

Step 4) Now repeat Steps 1-3 for Contacts, this time adding the field EG-CON-ID

Step 1) In the Detail View tab of your Zoho view, click ➕ (the 'plus' sign)

Step 2) Select Widgets ➡️ Evergrowth ➡️ Install

You can now drag & drop the Evergrowth widget to the position you want it to appear in your Account/Contact/Lead record views:

Don't forget to click Save in the detail view when making these changes!

If you are using the lead object in Zoho, repeat the above "Create the Evergrowth Fields" and "Assigning the Evergrowth Widget" processes.

You will however need to create both "EG-ACC-ID" and "EG-CON-ID"

Once you've done this, you'll need to set up Lead field conversion mapping:

Step 1) Go to "Setup" ➡️ Modules

Step 2) Click the edit menu (3-dots) next to Leads, then Lead Conversion Mapping
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Map all the fields you create in the above sections to their corresponding record types. This will ensure that data will be correctly populated when a Lead is converted to an Account and Contact:

Don’t forget to click Save once you’re done!

Step 1) In Evergrowth, head to Integrations ➡️ Zoho, then click Continue

Step 2) Select EU as your Datacenter Region, then click Connect

Step 1) Within Integrations ➡️ Zoho, navigate between the Accounts & Contacts tabs to map fields for each record type
​Step 2) Alongside an Evergrowth field you wish to connect to Zoho, click the pencil icon to edit:

Step 3) Within the pop-out view, select the Zoho field to connect (and optionally set a custom Sync Direction)

Step 4) Click Assign to save

Repeat steps 2 - 4 until all the research, contact details, plays etc that you wish to sync between Evergrowth and Zoho have been connected

"Sync direction" defines how data moves between Evergrowth and your CRM for mapped fields.

The global sync direction sets the default data flow for the entire record type.

(i.e. Accounts can have a different default global sync direction to Contacts)

NB. You can set the sync direction for individual fields, but only if the global setting allows it.

If a direction is blocked globally, fields cannot override it.

For Example, let's assume your global sync direction for Accounts is:
​• Evergrowth ← CRM

Here you will not be able to configure any fields to have the sync direction of:

• Evergrowth → CRM

• Evergrowth ↔ CRM

Outbound filters let you define conditions that control which Accounts and Contacts are synced from Evergrowth to your CRM.

Only records that meet these conditions will be included in the sync.

Step 1) While in Integrations ➡️ Zoho, alongside Outbound filters, click Manage

Step 2) Assign your rule/s for which Evergrowth Accounts should be valid to sync to your CRM

Step 3) Hit Save to store your new filter criteria

Below are the simplest filters we recommend for records you push to Zoho:

You can also expand these filters to be more selective about the records & data-quality that Evergrowth pushes to your CRM.

Account Example
The below filter will only push Accounts where Evergrowth has successfully found a Contact (or where contacts already existed):

Contacts Example
The below filter will only push new contacts if they have Safe to Send Email Addresses or a Phone Number populated:

When records are pushed from Zoho to Evergrowth, you can configure an Evergrowth workflow which launches automatically, immediately passing those Zoho records to your Evergrowth Agents to work with:

Step 1) In Evergrowth, go to Automations ➡️ Workflows

Step 2) Click ☑️ Set Default Workflows

Step 3) Under "CRM Sync" for Accounts & Contacts, select the Evergrowth workflow you wish to automatically launch

Once your Integration is fully configured, it's time to get both your CRM and Evergrowth data sets in sync.

Step 1) First, to get both systems aligned, you can launch initial sync to create relationships between Evergrowth and your CRM by clicking Sync ➡️ Initial

For a simpler initial sync (if you only want to create the relationship between Evergrowth and your CRM without creating or updating any records) leave the below options unchecked and click Launch:

NB. Depending on the size of your CRM repository, this task may take a while to finish

Step 2) Once this is completed, you can enable the integration, so the systems will stay in sync going forward:

You must do this for both Accounts and Contacts on their respective tabs

If you have set up fields incorrectly or experience any issues with your data, Evergrowth will display these issues for you to remedy in the below places:

To find and investigate these issues, open one of these tabs to find the Validation errors to see where the issue lies and how you can fix it:

Usually the error messages will be simple explanations that require a simple fix!

For example, changing field types, updating dropdown options so that both Evergrowth & Zoho have compatible values, or clearing up duplicates