Sync contacts two-way between Zoho CRM and KlickTipp

 Community Node Disclaimer: This workflow uses KlickTipp community nodes.

Introduction This workflow creates a complete two-way synchronization between KlickTipp and Zoho CRM. Whenever a contact is created, updated or deleted in either system, the workflow mirrors these changes across both platforms — ensuring your CRM and email marketing database always stay aligned.

Perfect for teams who want automatic, real-time syncing of customer profiles, subscription states, and segmentation data, without manual updates or CSV imports.

How it works Zoho CRM → KlickTipp: Triggered via Zoho CRM workflow webhooks: - Contact registered via Form → creates in KlickTipp → saves KlickTipp Contact ID and status back into Zoho. - Contact Created/Updated → routes by subscription → creates or updates in KlickTipp → saves KlickTipp Contact ID and status back into Zoho → Fetches full Zoho contact → Tags contacts. - Contact Deleted → Removes the corresponding contact in KlickTipp.

KlickTipp → Zoho CRM: Triggered by incoming KlickTipp webhooks or specific tags: - Contact Tagged in KlickTipp -> Creates or updates contacts in Zoho CRM using KlickTipp data → saves Zoho CRM Contact ID inside KlickTipp → Fetches contact data from KlickTipp for tagging → Tags Zoho CRM Contacts. - Contact Deleted in KlickTipp → Removes the corresponding contact in Zoho CRM.

Setup Instructions 1. KlickTipp Preparation - Create custom fields for: - Zoho | Contact ID - Create tags: - Zoho | Send contact - Zoho | Contact created - Zoho | Contact created via Form - Zoho | Online store - Zoho | ABC - Any additional segmentation tags. - Add webhooks: - Activation tags: Zoho | Send contact, Zoho | Send deleted contact - Activation URLs: webhook URLs from triggers

2. Zoho CRM Preparation - Create workflow rules for: - Contact created via form → webhook - Contact created or updated → webhook - Contact deleted → webhook - Create custom fields in Zoho CRM: - KlickTipp ID

3. Credential Configuration - Connect your Zoho CRM account using a Client ID and Client Secret from the Zoho API console. - Authenticate your KlickTipp connection with username/password credentials (API access required).