2 way sync Zoho
2 way sync with Zoho CRM
Ryan Juszyk
shared this idea
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Christian Tobar commented
pull images from Zoho CRM records
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Daria Serebriakova commented
Update the Zoho deal when the document is completed on the PandaDoc side
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Yana Martynenko commented
Import info from PandaDoc to Zoho.
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AdminTameeka Gilchrist
(Admin, PandaDoc)
commented
attempting to automate the 2-way sync functionality with product data is not a possibility at the moment. Although the Zapier integration includes a mapping process that appears it would work, there is no true integration available with the product updates between Zoho and PandaDoc. For this to work, it would be an entirely new feature that would need to be created in collaboration with Zoho, and at this time that is not something that will be prioritized in the near future. We have existing workarounds to achieve the workflow with Zoho, but just can't do everything we had hoped to reduce some steps with the workflow we discussed between products in Zoho and PandaDoc.