How to sync tasks between Zoho CRM and Microsoft Office 365 Exchange?


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Zoho CRM Tasks Exchange Office 365 Tasks

SyncPenguin can be used to configure Zoho CRM Tasks and Exchange Office 365 Tasks real-time two-way synchronization. This page provides some information on how to configure and start the sync using our dashboard.

The sync allows variety of connection combinations and scenarios, including between different Exchange domains or Office 365 tenants. You can sync records between pairs of accounts, from all accounts to a single shared one, or arrange any other custom sync behavior.

Note that apart from Office 365 the service can sync with multiple Exchange EWS-based services, including:

  • Microsoft Office 365
  • Microsoft Teams
  • Exchange On-Premise Server
  • Exchange Online
  • Outlook on the Web
  • Outlook Live and account
  • Microsoft ToDo
  • Amazon WorkMail

Contact us directly if you need help with your Exchange setup.

Please feel free to contact us if you have any problems or questions - our support is always glad to help the customers. Also note that it's always possible to customize your sync in case you need a different field mapping, sync behavior, or any other adjustment. For any such request, please contact us directly to discuss the details.

1. Register and log in

The first step is to go to the SyncPenguin dashboard, sign up and login. Please follow the following link to do that:

2. Create the sync

The next step is to create the sync in the Synchronization section of the dashboard by clicking the plus 'Add' button. You'll see a wizard page, where you need to follow three steps of the sync creation:

  • Select the first data source (Zoho CRM Tasks)
  • Select the other data source (Exchange Office 365 Tasks)
  • Specify the name and sync direction (two-way, A to B or B to A, depending on the direction you'd like it to sync)

sync sizard

3. Create an account and sign in to Zoho CRM and Microsoft Office 365 Exchange

The next step is to open the sync you just created and create an account in the Accounts section. An account is created for each person you want to create a sync for, so you can name it as the name of the person you are configuring.

If you then open this account, you can see there are two sections: data source A and data source B. Those represent the two profiles that will be synced. For each of them, you have to click the 'Sign In' button and sign in to the corresponding business app. If you cannot see the 'Sync In' button, it means you need to enter the credentials manually (API Key, username/password or similar).

In some complex scenarios it might be difficult to get the settings right. Please don't hesitate to contact us in case of any errors or doubts.

sign in to your accounts

4. Configure, test and start your sync

The last thing, of course, is to test your connection and start the continuous sync itself.

In order to do that, go back to the sync page and click the 'Run' button near your account. This schedules a sync job that you'll see in the section below.

run sync for an account

The first sync is used to test the connection - after a couple of moments, you should see a green 'Finished' in the status column. If you see a yellow 'Finished with error' instead, most probably there's an error with access or settings. Feel free to contact us in such case.

the status of sync run

Now you can test the sync itself. Go ahead and create a test entry in Zoho CRM or Microsoft Office 365 Exchange, and click 'Run' once again. You should see it synced in the other app you specified. Great!

The last step is to configure and start your continuous sync. You can configure the following basic things:

  • How often the sync is triggered (update interval)
  • The direction of the sync (two-way or one-way)
  • Whether it's allowed to handle deletes or not

Make sure you click the Save button once you're done configuring.

Then just click the Start sync button and your scheduled sync has started!

configure your sync

Contact us

In case you have any questions, or if you'd like to request a custom sync to be built based on your requirements feel free to contact us using the form below.

Contact us

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