Sansan for Zoho CRM
In Sansan, the contact information of business contacts is stored in the form of digital business cards. With the Sansan extension for Zoho CRM, you can sync those business card details into Zoho CRM, and get them mapped within the Contacts or Leads modules. Only one-way sync is available from Sansan to Zoho CRM.
Installing the extension
You can install the Sansan extension either from Zoho Marketplace or from within your Zoho CRM account as follows:
- Go to Setup > Marketplace > All. All the installed extensions will be listed.
Click All Extensions and to view the extensions supported by your CRM edition. - Under All Extensions, browse for and click Sansan.
The details about the extension will be available. - Click Install.
- Agree to the terms of service and click Install.
- Choose one of the following options, then click Confirm:
- Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
- Install for all users - The extension will be installed in CRM for all users.
- Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
The extension will be installed automatically for the specified users. - In the pop-up, enter the API key and click Save.
Note:
- If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup, then select Marketplace under All. Find the Sansan extension and click Configure.
- To obtain your API key, go to your Sansan dashboard, and copy the Issue API key.
Setting up synchronization
Once the extension is installed, you can set up your sync settings in the Extension Details page. To set up synchronization, follow the below steps.
- In the Extension Details page, click Settings.
The Sansan Configuration page will open. - In CRM Module, choose Leads or Contacts.
- In Enable Auto Update, choose Yes or No.
If Yes is chosen, you can select the fields where your data will be mapped. If No, you should enrich data manually in Zoho CRM records. - In Merge Fields, select the Sansan fields and its corresponding CRM fields to sync data.
- In Schedule Sync, tap ON for periodic sync.
- In Duration, select Daily or Weekly.
- Click Save Settings.
The synchronization will happen based on your settings. The sync settings can be altered at anytime.
Getting enriched data
The enriched data can be obtained either in Leads or Contacts based on your sync settings.
To get enriched data:
- Open a record in the Leads or Contacts module.
- Ensure the record has a valid email address for leads and contacts.
- The enriched data will be displayed in the Business card widget.
Uninstalling the extension
To uninstall the extension:
- Go to Setup > Marketplace > All. All the installed extensions will be listed.
Under All Extensions, you can view all the extensions supported in your CRM. - Browse for Sansan and click the corresponding Uninstall link.
- Click Ok to confirm and uninstall the extension.
Related Articles
Which edition will the new CRM account be subscribed to?
Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...I am unable to create new CRM organizations. Why is this?
In the following cases, you will not be allowed to create a new organization: If you are already associated with 10 org accounts. If you are a Super Admin in five org accounts. You can be associated with up to five more accounts through invitation ...Can I invite a CRM Plus or Zoho One account user to join a CRM org? How many Zoho One accounts can they be part of?
Yes, a CRM user can be invited to a CRM plus or Zoho One account. You must consider the following points: A CRM user can be part of 9 CRM Plus accounts through invitation. A CRM user can be part of 1 Zoho One account as an internal user. Whereas, the ...I am the administrator of one of the CRM accounts, but I am unable to invite a user to it. Why is this?
It may be because the user has reached the maximum limit of org invitations. A user can have only 20 pending invitations at a point of time. Sending invitations to users from different organization accounts CRM users who are already part of a CRM ...How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...