Sync contacts two-way between Zoho CRM and KlickTipp

Description

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
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

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

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.