Why does Zoho Marketing Automation say it's connected to CRM but nothing syncs?

A connected status only means the two apps can talk. Records sync only when a sync is set up with the right modules, filters, field mapping and schedule. Common causes of nothing syncing are an empty or wrong filter view, mandatory fields not mapped, consent or email fields missing, the integration user lacking permission, or sync paused. Review the sync settings and logs first.

In Zoho Marketing Automation, connecting CRM is the first step. You then create sync rules that choose which module, such as leads or contacts, which CRM view or criteria, which list to add them to, and how fields map. If the view chosen in CRM returns no records for the integration user, the sync runs and finds nothing.

Check the integration user. Syncs run with the permissions of the user who set up the connection. If that user cannot see certain records in CRM because of roles or sharing rules, those records will not sync. Also check that records have a valid email address and the consent status your settings require, because those without may be skipped.

Then look at the sync history or logs for errors, such as field type mismatches or a deleted field. Check whether sync is set to run on a schedule or only on demand, and whether it is paused. Changing the mapping often needs a fresh sync to take effect. Test with one record you know should sync and follow it through.

If you would rather have this checked for you, Flowpeak Consulting can review the connection, sync rules and permissions and leave you with a sync that runs on its own. We also document the rules so your marketing team knows why each contact is or is not included.

Written by Flowpeak, a Zoho implementation partner. Zoho pricing and features change, so confirm current details on the official Zoho site. Free checklists | Ask us a question