CRM & Data Enrichment
Connect Zoho CRM with KlickTipp & Sync Contacts
This guide shows you how to connect Zoho CRM with KlickTipp to automatically sync your data and improve communication. The step-by-step instructions help you streamline marketing and sales processes while reducing manual work.
Your Advantages with KlickTipp and Zoho CRM
- Automatically sync contacts between Zoho CRM and KlickTipp
- Send personalized email campaigns based on lead activity
- Use targeted tags and segmentation for more effective campaigns
- Analyze sales data and reports to improve conversion rates
- Track activities and communication histories automatically
Connect Zoho CRM and KlickTipp with Make and n8n
Connecting Zoho CRM with KlickTipp reduces manual data entry and ensures smooth synchronization between marketing and sales.
Requirements
- A KlickTipp account with API access
- A Zoho CRM account with the necessary permissions
Preparations in Your KlickTipp Account
Follow these steps to prepare KlickTipp for connecting to Zoho CRM.
Create Custom Fields in KlickTipp
Create the following custom field in KlickTipp:
- Zoho | Contact ID (row)
Define or Create KlickTipp Tags
Create the following tags in KlickTipp to enable tracking and segmentation:
- Zoho | Contact created via form
- Zoho | Contact created
- Zoho | ABC
- Zoho | Online store
- Zoho | Send contact
Further Preparation in KlickTipp
Set up the required webhooks to connect KlickTipp with Make and n8n so that data can be sent and received reliably.
Preparations within Zoho CRM
Create a custom field called → KlickTipp ID in Zoho CRM to store the corresponding KlickTipp contact IDs. Make sure webhooks and rules are configured for contact creation, updates, and deletions, including those from Zoho forms.
Create a Zoho form and link it to Zoho CRM contacts. Then, create a new client in the Zoho API console to get the access data (client ID and client secret) for the n8n integration.
Note on Webhooks in Zoho CRM
After importing the template, make sure the webhooks in Zoho CRM are set up correctly so that both platforms receive data properly.
Create or Update Contacts from KlickTipp in Zoho CRM
Use the provided template.
Test the integration by creating or updating a sample contact. Then, verify that synchronization and tag assignments work correctly in both systems.
If the tests are successful and webhooks in Zoho CRM trigger correctly, activate the scenario in Make to run synchronization live.
Create or Update Contacts from Zoho Forms in KlickTipp
Use the provided template.
Run a quick test by submitting a Zoho form entry and checking whether the corresponding contact and tags appear correctly in both Zoho CRM and KlickTipp.
Once all data transfers correctly and tags are accurate, activate the scenario in Make to run synchronization continuously in the background.
Make: Create, Update, or Delete Contacts from Zoho CRM
Use the provided template.
Delete a contact in Zoho CRM and verify that it is also removed in KlickTipp. This confirms that two-way contact synchronization works reliably.
If the test succeeds, activate the scenario in Make so that changes in Zoho CRM are automatically reflected in KlickTipp.
n8n: Zoho CRM + KlickTipp Two-way Synchronization
Use the provided template to quickly start synchronizing contacts between Zoho CRM and KlickTipp.
Test the integration by updating a contact in KlickTipp and verify that the changes are correctly reflected in Zoho CRM. Use testing tools on both platforms to ensure webhooks trigger properly.
Once tests succeed, activate your workflows and monitor the interaction between both systems to ensure everything runs smoothly.
Next Steps
After setting up the integration, you can optimize your email marketing campaigns using KlickTipp's features.
Automate communication and create targeted campaigns for newly synchronized contacts.
- Activate automated campaigns based on Zoho data
- Automatically tag contacts to segment target groups precisely
- Start personalized follow-up and nurturing workflows
Summary
When you connect Zoho CRM with KlickTipp, you can automate contact synchronization, improve marketing processes, and gain valuable insights into your sales data. This helps you work more efficiently and target your audience more effectively.
The integration also enables you to build relationships with your audience systematically and increase conversion rates. Connect Zoho CRM with KlickTipp to fully leverage your automated workflows.