Zoho People Leave Sync

Overview:

Automate leave status updates in your CRM. This extension seamlessly syncs a user's leave status from Zoho People to Zoho CRM, ensuring your team's availability is always up-to-date and visible in one place

Installation Guide:

Step One : Install from marketplace

Go to the Zoho Marketplace and install the Zoho People Leave Sync for Zoho CRM

extension. After installation, you will see a page like this:

Agree to the terms of service, grant authorization, and then click **Continue**. ‍

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Step Two: Installation Wizard

Choose the Users/Profiles for which the extension settings will be installed.

Note: The core functions of this extension will work for all users in your organization, regardless of who you select here. These settings are for administrative access to the extension's configuration only. For this reason, we recommend that you install it for admins or selective profiles

After you've selected the users or profiles, click Confirm. The extension will then be installed in your Zoho CRM.

Step Three: Connected Workdrive

A pop-up window will appear, requesting authorization to your Zoho Account. This is a required step to allow the extension to sync the user's leave status from Zoho People with their corresponding profile in Zoho CRM.

Note: If you happen to miss or forget this step, you can grant authorization later from the extension's settings page, located under the Integrations section

Click the Authorize button. A new pop-up window will appear, prompting you to grant access.

Then you can click Finish button to finish the installation.

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Step Four: Select Leave Types

After the installation is complete, you should be automatically redirected to the extension's settings page. If not, you can always find the Settings button on the extension's details page.

In the settings, you need to select the leave types. The extension will only update the leave status for the types you select here.

Note: If you do not see a full list of all leave types, please ensure you have access to them in Zoho People.

After checking the leave types you want to work with, click the Save button

The extension will now automatically update the status of users in Zoho CRM by checking for their leave status in Zoho People, based on the leave types you selected.

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How It Works

The Zoho People Leave Sync extension is designed to automatically keep your Zoho CRM user data current by syncing their leave status directly from Zoho People. It eliminates the need for manual updates and ensures your team's availability is always accurate.

Here's a simple breakdown of the process:

Scheduled Updates: The extension runs automatically on a fixed schedule every 8 hours. This ensures that the leave status for all your CRM users is refreshed consistently throughout the day.
Automated Data Fetch: During each update, the extension connects with Zoho People to securely fetch the latest leave status for each user.
Real-time Status Sync: The fetched leave status is then automatically updated in a single field within the Zoho CRM Users module. This ensures that you can see who is on leave directly from your CRM, without ever having to switch applications.

Features

The Zoho People Leave Sync extension provides a simple and effective way to automate your HR data in Zoho CRM.

Scheduled Status Sync: Automatically updates user leave status in Zoho CRM every 8 hours, ensuring your team's availability is always current without any manual effort.
Real-time Data Accuracy: Fetches the latest leave information directly from Zoho People, providing a reliable and up-to-date view of your team's status.
Simple Setup: With a straightforward authorization process and minimal configuration, you can get the extension up and running in minutes.
Improved Visibility: Centralizes crucial employee information in your CRM, helping you quickly identify who is out of office and make more informed decisions.

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Help Guide