When you connect your EventCX to the Speakerflow Zoho CRM, the two systems stay in sync for certain pieces of your data. It’s useful to know specifically what is connected on each side.In general (see * in the list for exceptions) this is a 2-way sync: once an EventCX Event is connected to a Zoho Opportunity, a change made to a shared field in either app will update the other. You will usually need a page reload to see updates.
Shared Fields #
| EventCX: EVENT | Zoho CRM: OPPORTUNITY |
| Presenting To | Org Name (from Account) * |
| Event Reason | Event Name |
| Lead Source | Source |
| Presentation Title | Program Title |
| Audience Size | Event Attendance |
| Event Type | Event Medium |
| Stagetime -> Venue -> Street | Event Street |
| Stagetime -> Venue -> City | Event City |
| Stagetime -> Venue -> State | Event State |
| Stagetime -> Venue -> Country | Event Country |
| Stagetime -> Venue -> Phone | Event Day Contact & Phone |
| Stagetime -> Start Date & Time | Program Start |
| Stagetime -> End Date & Time | Program End |
| Action Items | Related Activities |
* after initial link-up, changes made to EventCX do not update this field in Zoho CRM
The first EventCX Stagetime is linked to the CRM Program Date; additional Stagetimes on an event do not sync to the CRM as it has only room for 1.
