CRM Sync
Zoho CRM Sync Frequency
JW
shared this idea
Zoho Subscriptions and Zoho CRM will automatically sync every two hours. Also, you can use the Sync Now button to instantly sync the data between the apps. Refer the link below to know more https://www.zoho.com/subscriptions/help/crm-integration.html#auto-sync
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Darren
commented
A new user to Zoho, I find this really frustrating. Apps should push/pull data immediately. Maybe have a refresh button to check for any changes to the databases? Waiting two hours isn't good and having to sync every time you need to work with/check a change in another app isn't the best solution.
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Jeff Oakes
commented
I agree. Either allow us to sync more frequently every 15 minutes would be great or REMOVE the daily limit on manual Sync. It makes it VERY difficult for a new customer migrating to use your system since a Sync must be completed to get CRM to talk to Subscriptions!
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JW
commented
I would like to see the Zoho CRM Sync Frequency have options like 3 minutes, 5 minutes, etc. When I make a sale, I would like to be able convert the Lead > Account in CRM and then immediately setup their subscription in Subscriptions.
Once a day is waay to slow.
Also an easily accesible 'Sync Now' button to force an instant sync would be very nice. Myabe in the Gear-icon dropdown menu on the top-right of the screen?