CRM Fields Synced

Sync Settings in Zebrafi

1. Zebrafi will sync the account, opportunity, and contact fields listed below with your CRM
2. Sync is two-way enabled and automatically triggers when a record is changed in either app.
3. Go to Admin | Integration Log to see any communication errors

Objects Synced

• Account
• Contacts
• Opportunities

Fields Synced

Account fields:

• Annual Revenue
• Company Type*
• Industry
• Name
• Number of Employees
• Owner
• Phone Number
• Website

Opportunity fields:

• Amount
• Close Date
• Industry
• Name
• Number of Employees
• Owner
• Probability
• Stage
• Total Zebra Score*
• Zebra Score Changed*

Contact fields:

• Assistant
• First Name
• Home Phone
• Job Title
• Last Name
• Mobile Phone
• Title (Mr. Mrs.)
• Work Email
• Work Phone

* = Custom fields