How It Works
The Zoho Integration creates a two-way connection between Proposify and Zoho, so your sales data and your documents stay in sync automatically, no manual copying required.
Once connected:
- Contact, company, and deal data syncs from Zoho into Proposify as fields
- Document activity and status updates push back to Zoho
Any time a record is added or updated in Zoho, Proposify picks up that change, and any document linked to it updates on its own.
Bringing that CRM data into your documents is handled by FlexData. Instead of manually mapping each field ahead of time, you choose the fields you want from Zoho, and Proposify uses them exactly as they come in, no pre-built mapping required!
Right now, FlexData pulls individual fields from a single record, things like a deal's amount or a contact's email. It doesn't yet support lists, like every line item on a deal or every contact on an account; that's in development. More on this below in Key Features and Benefits.
Before You Begin
Make sure you have:
- An active Proposify account with admin or integration-related permissions
- A Zoho account with appropriate permissions
Enable the Integration
- In Proposify, click on the Integrations icon in the left sidebar, and on the main integrations page, select the Zoho card:
- Click on Connect in the Zoho Connection card:
This will ask for the connection permission, and once that has been approved, you'll see the connection card with a green dot, versus yellow:
- Be sure to connect to Proposify, and then select Next.
Mapping Fields
Now it's time to set up your objects! Choose which Object Types you'll like to eventually pull from, like Deal, Contacts, etc:
Next, you'll select your Primary Object. The Primary Object is the main way to link your Proposify document to Zoho, and will nest fields directly under it in the document creation phase.
You'll need to complete a quick readiness check which is done in the background - you just need to select "next"!
The Object Fields will let you customize what information you actually will need, and what you'd like to use in your documents. Things like, Deal Name, Closing Date, etc are options you can choose from the Deals Object:
Once you select all applicable fields, click Finish. You can revisit this and adjust at any time by going to the Zoho integration card from the integration page, and select Reconfigure.
Key Features and Benefits
Two-Way Sync
Updates flow in both directions. Changes in Zoho show up in your linked documents, and document activity in Proposify gets pushed back to Zoho.
A Primary Object to Anchor Your Document
Setting a Primary Object gives your document one clear link back to Zoho, with related fields nested underneath it, so there's no guesswork about where your data is coming from.
FlexData: Bring In Any CRM Field
Rather than being limited to a list of pre-built fields, you can import any single field from a Zoho record, deal, contact, company, or custom object, and use it directly in your document. Once a document is linked to a deal, those fields fill in automatically and update whenever Zoho changes. Lists of fields, like a full set of line items or contacts, aren't supported yet, but this is in development and will roll out in the future.
Automatic Updates
You don't need to refresh anything manually. When a linked record changes in Zoho, your document updates on its own.
FAQs
What is FlexData?
It's the framework behind how Proposify pulls CRM data into your documents. Instead of pre-mapping every field, you choose what to bring in from Zoho, and Proposify uses it as-is. Connect a document to a deal, and those fields fill in automatically and stay current.
Can I pull in a list of items, like all my line items or contacts at once?
Not yet. FlexData currently works with individual fields from a single record. Lists, like every line item on a deal or every contact on an account, aren't supported yet, but this is in development for the future.
What's the difference between the Primary Object and the other Object Types I select?
The Primary Object is the main record your document links to; deals often work well for this. Other Object Types, like Contacts, nest underneath it, giving you related fields to pull from once the connection is set.
Do I need to map every field manually before I can use it?
No. That's the old way of doing things. With FlexData, you just choose the fields you want from Zoho, and they're available to drop into your document, no manual field-by-field mapping required.
Can I change which fields are synced after I've set everything up?
Yes. Go to the Zoho integration card from the Integrations page and select Reconfigure to adjust your object types and fields at any time.
Still have questions? Reach out to our support team and we’ll be happy to help!