{"id":4822,"date":"2023-08-30T15:47:51","date_gmt":"2023-08-30T18:47:51","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=4822"},"modified":"2025-05-27T18:27:26","modified_gmt":"2025-05-27T21:27:26","slug":"zohocrm-sincronizar-dados","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/pt-br\/article\/zohocrm-sincronizar-dados\/","title":{"rendered":"Sincronizar dados de usu\u00e1rios entre o Zoho CRM e a Bybrand"},"content":{"rendered":"\n<p>Nesse tutorial, acompanhe as etapas de como sincronizar os dados de usu\u00e1rio do Zoho CRM com os espa\u00e7os reservados de uma automa\u00e7\u00e3o.<\/p>\n\n\n\n<p>O recurso de&nbsp;<strong>Sincronizar dados<\/strong>&nbsp;\u00e9 ideal para quando voc\u00ea tem muitos usu\u00e1rios e eles modificam as informa\u00e7\u00f5es particulares frequentemente. Assim, voc\u00ea pode manter a paridade dos dados mais r\u00e1pido.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Sincronizar dados<\/h2>\n\n\n\n<p>Navegue para a automa\u00e7\u00e3o da integra\u00e7\u00e3o com o Zoho CRM, clique no bot\u00e3o\u00a0<strong>Sincronizar data<\/strong>.<\/p>\n\n\n\n<p>Note que para a sincroniza\u00e7\u00e3o de dados funcionar, voc\u00ea precisa estar com a integra\u00e7\u00e3o Bybrand + Zoho CRM ativa.<\/p>\n\n\n\n<p>Exemplo do bot\u00e3o <strong>Sincronizar dados<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1190\" height=\"668\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData.png\" alt=\"Sincronizar dados com o Zoho CRM\" class=\"wp-image-6293\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData.png 1190w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-300x168.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-1024x575.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-768x431.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-50x28.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-60x34.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData-100x56.png 100w\" sizes=\"auto, (max-width: 1190px) 100vw, 1190px\" \/><\/figure>\n\n\n\n<p>Em seguida, clique no bot\u00e3o para carregar as novas informa\u00e7\u00f5es atualizadas a partir do Zoho CRM, selecionando o <strong>Tipo de usu\u00e1rio<\/strong> que deseja carregar.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"997\" height=\"364\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers.png\" alt=\"\" class=\"wp-image-4825\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers.png 997w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers-300x110.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers-768x280.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers-50x18.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers-60x22.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-loadusers-100x37.png 100w\" sizes=\"auto, (max-width: 997px) 100vw, 997px\" \/><\/figure>\n\n\n\n<p>Nessa parte voc\u00ea pode sincronizar os dados de usu\u00e1rios do Zoho CRM com os espa\u00e7os reservados da automa\u00e7\u00e3o.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>A a\u00e7\u00e3o ir\u00e1 sincronizar os dados de sua lista de funcion\u00e1rios. Os dados dos marcadores de posi\u00e7\u00e3o de funcion\u00e1rios importados ser\u00e3o atualizados.<\/p>\n<\/blockquote>\n\n\n\n<p>Na etapa seguinte, selecione os usu\u00e1rios que ter\u00e3o os dados sincronizados.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"995\" height=\"505\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected.png\" alt=\"\" class=\"wp-image-4826\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected.png 995w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected-300x152.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected-768x390.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected-50x25.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected-60x30.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/zohocrm-syncToSelected-100x51.png 100w\" sizes=\"auto, (max-width: 995px) 100vw, 995px\" \/><\/figure>\n\n\n\n<p>Por fim, clique no bot\u00e3o&nbsp;<strong>Sincronizar para selecionados<\/strong>.<\/p>\n\n\n\n<p>Ap\u00f3s a mensagem de sucesso, os espa\u00e7os reservados ser\u00e3o atualizados com os novos dados.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Altera\u00e7\u00e3o manual<\/h2>\n\n\n\n<p>A atualiza\u00e7\u00e3o dos dados de <em>campos reservados<\/em> tamb\u00e9m pode ser feita manualmente. Esse recurso \u00e9 ideal para caso queira modificar 1 ou 2 funcion\u00e1rios rapidamente &#8211; sem usar o recurso de sincronizar.<\/p>\n\n\n\n<p>Visite a lista de <strong>Funcion\u00e1rios<\/strong>. Em seguida, clique no bot\u00e3o <strong>Editar<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"516\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-1024x516.png\" alt=\"Altera\u00e7\u00e3o manual do funcion\u00e1rio\" class=\"wp-image-6295\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-1024x516.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-300x151.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-768x387.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-50x25.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-60x30.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit-100x50.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMEmployeeEdit.png 1176w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u00c9 poss\u00edvel observar os campos de espa\u00e7os reservados. Ap\u00f3s a modifica\u00e7\u00e3o individual, voc\u00ea pode fazer uma atualiza\u00e7\u00e3o de assinatura para a conta do usu\u00e1rio.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Dados adicionados manualmente<\/h3>\n\n\n\n<p>Note que a Bybrand manter\u00e1 os valores adicionados manualmente se o campo estiver vazio no perfil do usu\u00e1rio. <\/p>\n\n\n\n<p>Por exemplo, se voc\u00ea adicionar manualmente o campo &#8220;phone&#8221; para um usu\u00e1rio, e no Zoho CRM esse mesmo valor estiver vazio &#8211; ent\u00e3o a a\u00e7\u00e3o de <strong>Sincronizar<\/strong> dados vai manter o valor adicionado manualmente.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Etapas de como sincronizar os dados de usu\u00e1rio do Zoho CRM com os espa\u00e7os reservados da assinatura de e-mail.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[66],"ht-kb-tag":[],"class_list":["post-4822","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zohocrm-pt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - 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