Zoho Crm Integration

Use the Non-Multisite flow when the multi-site toggle is not enabled under the Organization tab. This model is best for organizations that connect a single Zoho account to a single Beetexting account, where all synced contacts remain within that one account configuration. A non-multisite connection supports exactly one Zoho account per Beetexting account, and contacts are not routed or mapped by site.

Prerequisites

• A Beetexting user account with CRM integration permissions.
• A Zoho account that a Super Admin is authorized to connect.
• Permission in Zoho to approve OAuth access for Beetexting.

Step 1: Access CRM Integrations

To begin setting up the Zoho integration, open the CRM integrations area in Beetexting.

1. Log in to Beetexting at app.beetexting.com. Use either a Super Admin account or an account that has permission to manage CRM integrations.
2. From the left navigation menu, select Integrations.
3. On the Integrations page, select CRM.
4. Click Connect to CRM to start the CRM integration setup. Beetexting then displays the CRM provider selection page, where you can choose Zoho as the CRM provider.

Description: The CRM page is opened from the Integrations menu. When no CRM is connected, Beetexting displays a Connect to CRM button that starts the CRM setup process.

Step 2: Select Zoho as the CRM Provider

On the CRM provider selection page, choose Zoho as the CRM you want to connect with Beetexting.

1. Locate the Zoho card on the CRM provider selection page.
2. Click Connect.
3. Continue to Zoho authorization. Beetexting redirects you to Zoho, where you can sign in and authorize the connection using Zoho OAuth.

Description: The Zoho card appears alongside the other supported CRM providers on the CRM provider selection screen. Click Connect on the Zoho card to start the Zoho authorization process.

Step 3: Authenticate with Zoho

To connect Zoho with Beetexting, you must authorize Beetexting to access your Zoho account.

1. Sign in to Zoho using the account you want to connect with Beetexting.
2. Select the correct Zoho account to connect with Beetexting.
3. Review the requested permissions. Zoho displays the permissions Beetexting requires to complete the integration. Review the permissions carefully, then approve the request to continue.
4. Complete the authorization. After authorization is successful, Zoho automatically redirects you back to Beetexting, where you can continue with the next step of the Zoho integration setup.

Description: Zoho prompts the user to sign in before choosing the Zoho account and reviewing the permissions Beetexting is requesting. After the account is selected and permissions are approved, the user returns to Beetexting.

Step 4: Configure Zoho Field Mapping

After Zoho authentication is complete, Beetexting displays the Zoho Field Mapping screen. On this screen, you can map Beetexting contact fields to the corresponding fields in Zoho and define how data should sync between the two systems.

1. Review the Beetexting fields listed on the page.
2. Select a sync type for each field. The sync type determines how data is synchronized between Beetexting and Zoho.
3. Choose the matching Zoho field from the Zoho Field dropdown.
4. Select the mapping direction, if you choose a one-way sync type. This determines whether data flows from Beetexting to Zoho or from Zoho to Beetexting.
5. Configure the Remove contacts deleted in Zoho setting, if available. When this toggle is turned on, Beetexting checks whether a contact deleted in Zoho has any existing conversations or tags in Beetexting. If the contact does not have any conversations or tags, Beetexting permanently deletes the contact. If the contact has existing conversations or tags, Beetexting keeps the contact and adds a note in the contact's Notes section indicating that the contact was deleted in the CRM.
6. Click Next to continue to the next step.

Description: The Field Mapping page lists Beetexting contact fields such as First Name, Last Name, and Email. For each field, the user selects a sync type, maps the matching Zoho property, and sets the mapping direction when one-way sync is used.

Description: Further down the Field Mapping page, the Remove contacts deleted in Zoho toggle controls whether Beetexting deletes a contact after it is removed in Zoho. The helper text confirms that contacts with existing conversations are kept rather than deleted.

Field Mapping Reference

Use this section to understand the default Beetexting fields, recommended Zoho properties, sync types, and mapping directions available during Zoho field mapping.

Common Beetexting Fields

The following fields are typically included on the default, non-multisite field mapping screen.

Beetexting Field	Recommended Zoho Property	Notes
First Name	First Name	Maps the contact's first name between Beetexting and Zoho.
Last Name	Last Name	Maps the contact's last name between Beetexting and Zoho.
Email	Email	Keeps the contact's email address aligned between both systems.
Mobile Number	Phone Number or Mobile Phone	Select the Zoho phone property your organization uses for the contact's SMS-capable number.

Sync Type and Mapping Direction

The sync type determines how data is synchronized between Beetexting and Zoho. If you select one-way sync, you must also choose the mapping direction.

Control	Available Option	How It Works
Sync Type	One-way sync	Data syncs in only one selected direction. When this option is selected, the Mapping Direction dropdown remains active.
Sync Type	Two-way sync	Data can be updated from either Zoho or Beetexting. When this option is selected, the Mapping Direction dropdown is disabled because both directions are included.
Mapping Direction	Inbound	Updates from Zoho flow into Beetexting. Use this option when Zoho should be the source of truth for the selected field.
Mapping Direction	Outbound	Updates from Beetexting flow into Zoho. Use this option when Beetexting should update Zoho for the selected field.

Step 5: Pull Existing Zoho Contacts

After field mapping is complete, Beetexting asks whether you want to import existing Zoho contacts into Beetexting. This step applies only to contacts that already exist in Zoho at the time of setup. Future contact updates are handled automatically based on the sync type and mapping direction selected during field mapping.

1. Review the prompt asking whether you want to pull all existing contacts from your Zoho account.
2. Select Yes, pull all existing Zoho contacts now, or select No, skip this step.
3. Click Finish to complete the setup and open the CRM dashboard.

Description: The First Time Contact Pull screen lets the Super Admin decide whether to import all existing Zoho contacts now or skip the initial import and sync only future changes.

Option	When to Choose It	Expected Result
Yes, pull all existing contacts now	Choose this option if you want existing Zoho contacts to be available in Beetexting immediately.	Beetexting imports current Zoho contacts using the field mappings configured in the previous step.
No, skip this step	Choose this option if you do not want to import existing Zoho contacts during setup.	Existing contacts are not imported into Beetexting. Only future contact updates sync based on the configured sync rules.

CRM Dashboard and Sync History

After the Zoho setup is complete, Beetexting opens the CRM Dashboard. This dashboard gives Super Admins a centralized view of the Zoho connection and provides access to tools for monitoring contact sync activity.

Description: The dashboard shows the connected Zoho account, connection controls, Last Sync information, filters, and the Sync History table. If no sync events are available yet, the table displays No History Found.

Dashboard Header Fields

Field or Control	Description
Connected As	The Zoho user or account used to authorize the CRM connection.
Domain	The Zoho account domain associated with the connection.
Last Sync	The most recent synchronization timestamp.
Disconnect	Removes the Zoho connection from Beetexting.
Sync Now	Starts a manual sync. Use this after new contacts or updates are added and you want to sync immediately.
Settings	Reopens CRM settings so the Super Admin can review or update field mapping.

Sync History Filters

Filter	Purpose
Search	Find records by contact name or phone number.
Date Range	Limit results to a selected period, such as Last 7 Days.
Status	Filter by Success, Failure, or In Progress.
Search Button	Applies the selected filters and refreshes the table.
Reset or Clear Filter	Clears selected filters when available.

Sync History Columns

The Sync History table may include the following information. In a non-multisite account, the Site column may be blank, hidden, or not meaningful because contacts are not assigned through site mapping.

Column	Description
Site	Associated Beetexting site, if the UI displays the column. Non-multisite records are not routed by site mapping.
Date and Time	The timestamp of the sync event.
Type	The sync action, such as create or update.
Account ID	The CRM record or account identifier.
CRM	The CRM provider, such as Zoho.
Contact	The contact name.
Number	The phone number associated with the contact.
Direction	Inbound, outbound, or two-way sync behavior for the event.
Status	The result of the sync event, such as Success, Failure, or In Progress.
Actions	Opens additional details when available.

Managing the Integration

Use these reference procedures to manage an existing Zoho connection after initial setup is complete.

Disconnect Zoho

1. On the CRM dashboard, click Disconnect.
2. Confirm the action when prompted.
3. The Zoho connection is removed from Beetexting.

After disconnecting, contact synchronization stops until Zoho is reconnected.

Run a Manual Sync

1. Click Sync Now on the CRM dashboard.
2. Wait for the sync to complete.
3. Review Last Sync and Sync History to confirm the result.

Update Field Mapping

1. Click Settings from the CRM dashboard.
2. Review or update the Zoho field mapping.
3. Save the changes.
4. Run Sync Now if you need to apply updates immediately.

Troubleshooting

Issue	Possible Cause	Recommended Resolution
CRM option is not visible	The user is not a Super Admin or CRM access is not enabled.	Confirm the user role and CRM feature access before retrying.
Zoho account is not listed	The Zoho login does not have access to the desired account.	Sign in with the correct Zoho user or ask a Zoho admin to grant access.
Field is missing from the dropdown	The property may not exist in Zoho or may not be available to the connected account.	Create or expose the property in Zoho, then refresh or reopen field mapping.
Mapping Direction is disabled	Two-way sync is selected.	This is expected. Mapping Direction is only used for one-way sync.
No contacts imported	The first-time contact pull was skipped or no matching Zoho contacts are available.	Run Sync Now, review field mapping, or reconnect and choose the import option if needed.
Sync event failed	A field mapping, permissions, API, or data validation issue occurred.	Open Sync History, review the failed record, correct the mapping or permissions, and run Sync Now again.
No History Found appears	No sync events have occurred yet or filters are narrowing the results.	Clear filters and run Sync Now to generate a sync event if appropriate.