The Outfield Zoho integration allows you to sync data by activating their respective automations. We can currently sync Outfield places, tasks, check-ins, and calls from Outfield to Zoho. We can also sync accounts and deals from Zoho to Outfield. This allows our users to keep their data synchronized between the two platforms without any manual editing.

How to Setup an Automation

Method #1: Contact your Sales Rep (Recommended)

The recommended method of setting up your Zoho integration is contacting your sales representative or reaching out to Outfield support. We can also negotiate add-ons or modifications to the integration. Most integrations are set up by our teams to prevent mistakes and to ensure satisfaction. You can reach out to support at: support@outfieldapp.com

Method #2: Manual Setup

Setting up your integration is not recommended due to the technical nature of the setup. Nevertheless, these steps will allow you to start the integration manually, should you choose to do so. We'll show how to sync Zoho accounts to Outfield.

1. Go to the side menu on the left of your Outfield page. Click "Setup" and then "Integrations"

2. Once you're at the "Integrations" page, click "Direct Integration"

3. You will see the automations configured by default for Zoho. Click on the automation you're looking to set up. We'll demonstrate the "New Zoho Accounts to Outfield" automation.

4. You'll need to authenticate on both Zoho and Outfield. Click the "Selected Account" Button for both, and log in to the accounts you want to use.

5. The automation will now work. If needed, you can modify your automation to your liking. Each text field represents a field for accounts in Outfield. By typing "@" in the text fields, you can search for the parameters from Zoho that you would like to link together.

6. Click "Enable" to complete the setup.

You should see the automations enabled in the “Direct Integrations” page.