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).

Customization

• Expand mapping nodes to include more Zoho/KlickTipp fields.
• Add more segmentation branches in the "Check relevant Segment" rule or use other fields for segmentation.