{"id":4834,"date":"2023-08-30T15:56:32","date_gmt":"2023-08-30T18:56:32","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&p=4834"},"modified":"2025-05-27T18:27:04","modified_gmt":"2025-05-27T21:27:04","slug":"zohocrm-sync-data","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-sync-data\/","title":{"rendered":"Sync user data between Zoho CRM and Bybrand"},"content":{"rendered":"\n

In this tutorial, you can see the steps on how to sync Zoho CRM’s user data with automation placeholders.<\/p>\n\n\n\n

The Sync data<\/strong> feature is ideal for when you have many users, and they change their private information frequently. So you can maintain data parity faster.<\/p>\n\n\n\n

Sync data<\/h2>\n\n\n\n

Navigate to the Zoho CRM integration in Automation<\/strong>, click the Sync date<\/strong> button. Note that for data synchronization to work, you need to have Bybrand + Zoho CRM integration active.<\/p>\n\n\n\n

Example of the Sync data<\/strong> button.<\/p>\n\n\n\n

\"Example<\/figure>\n\n\n\n

Then, click on the button to load the updated information from Zoho CRM by selecting the users Type<\/strong> you want to load.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

In this part, you can synchronize Zoho CRM user data with the automation placeholders.<\/p>\n\n\n\n

\n

The action will sync the employee list data, and the placeholders will be updated. Note that if you select a user who doesn’t exist in the automation, nothing will happen.<\/p>\n<\/blockquote>\n\n\n\n

In the next step, select the users whose data will be synchronized.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Finally, click the Sync to selected<\/strong> button.<\/p>\n\n\n\n

After the success message, the placeholders will be updated with the new data.<\/p>\n\n\n\n

\n\n\n\n

Change manually<\/h2>\n\n\n\n

Updating placeholders data can also be done manually. This feature is ideal if you want to change 1 or 2 employees quickly \u2013 without using the sync feature.<\/p>\n\n\n\n

Visit the Employees<\/strong> list, then click the Edit<\/strong> button.<\/p>\n\n\n\n

\"Change<\/figure>\n\n\n\n

You can observe the placeholder fields. After the individual modification, you can make a Signature update for the user account.<\/p>\n\n\n\n

Data added manually<\/h3>\n\n\n\n

Note that Bybrand will keep manually added values if the field is empty in the user’s profile.<\/p>\n\n\n\n

For example, if you manually add the \u201cphone\u201d field for a user, and in Zoho CRM this same value is empty \u2013 then the Sync data<\/strong> action will keep the manually added value.<\/p>\n","protected":false},"excerpt":{"rendered":"

In this tutorial, you will learn how to sync Zoho CRM user data with an automation placeholders.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67],"ht-kb-tag":[],"class_list":["post-4834","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zohocrm"],"yoast_head":"\nSync user data between Zoho CRM and Bybrand - Bybrand<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-sync-data\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sync user data between Zoho CRM and Bybrand - Bybrand\" \/>\n<meta property=\"og:description\" content=\"In this tutorial, you will learn how to sync Zoho CRM user data with an automation placeholders.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-sync-data\/\" \/>\n<meta property=\"og:site_name\" content=\"Bybrand\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/bybrandio\/\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-27T21:27:04+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/ZohoCRMSyncData.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1190\" \/>\n\t<meta property=\"og:image:height\" content=\"668\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@bybrandio\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-sync-data\/\",\"url\":\"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-sync-data\/\",\"name\":\"Sync user data between Zoho CRM and Bybrand - 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