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UK DVLA Sync for CRM

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Many UK businesses, such as fleet operators, driving schools and vehicle leasing firms, keep driver and vehicle details in Zoho CRM. Zoho CRM does not connect directly to the DVLA (Driver and Vehicle Licensing Agency), but you can store DVLA-related details such as licence status or registration dates in CRM fields and sync those records to Zoho Campaigns. This guide shows you how to set up the Zoho CRM sync in Zoho Campaigns, map your driver and vehicle fields and keep consent in line with UK GDPR.

Before you start

  • You need admin access to both Zoho CRM and Zoho Campaigns in the same Zoho organisation.
  • Create the CRM fields you want to use in emails, for example Vehicle Registration, Licence Status or MOT Due Date.
  • Decide which records to sync: all records, a filtered set, or a CRM custom view.

Step 1: Create a new sync

  1. In Zoho Campaigns, go to Contacts > Sync Services.
  2. Click New Sync and choose Zoho CRM.
  3. Pick the module to sync: Leads, Contacts, Accounts, Deals or a custom module.

Step 2: Choose the sync type

  • Immediate sync sends new CRM records to Campaigns within about 5 to 10 minutes. It works with Leads, Contacts and custom modules and needs a paid Zoho Campaigns plan.
  • Periodic sync runs once, daily, weekly or monthly at a set time. It supports all modules, including Accounts and Deals.

Step 3: Select records and a mailing list

  1. Choose All Records, or use the criteria editor to sync only matching records, for example drivers whose licence status needs review.
  2. Alternatively, sync from an existing CRM custom view.
  3. Select the mailing list the records should be added to.

Step 4: Set consent and advanced options

Consent settings control how Campaigns treats the people you sync. This matters under UK GDPR, especially if your data includes personal driver details.

  • Update as Consent Required marks every synced contact as needing consent before you send marketing.
  • Update as Consent Expressed carries over consent already captured in CRM. Only use this if both systems use the contact data for the same purpose.

You can also choose to exclude converted leads, remove contacts who have opted out of email, and update contacts that were deleted in CRM.

Step 5: Map your driver and vehicle fields

Email address, first name and last name are mapped automatically. Click Map more fields to add your own fields, such as vehicle registration or licence status, so you can use them in email content and segments. You can save a set of mappings to reuse in later syncs.

Note: some field types cannot be mapped, including lookup fields, file uploads, subforms, territories and created or modified information.

Step 6: Check sync status and history

Go to Contacts > Sync Services and open your sync to see its status, edit the field mapping or selection criteria, and review what was added, updated or skipped in each run.

Sync limits to plan for

  • Up to 10 active syncs at the same time
  • Up to 10 sync runs per day and 50 per month for each organisation
  • Up to 5 immediate syncs per module

Frequently asked questions

Does Zoho CRM connect directly to the DVLA?

No. Zoho CRM has no built-in DVLA connection. You store driver and vehicle details in CRM fields, then sync those records to Zoho Campaigns to manage communications.

Which Zoho CRM modules can I sync with Zoho Campaigns?

Leads, Contacts and custom modules can use immediate or periodic sync. Accounts and Deals are available with periodic sync only.

How often does the sync run?

Immediate sync adds new CRM records to Campaigns within about 5 to 10 minutes and needs a paid plan. Periodic sync runs once, daily, weekly or monthly at a time you choose.

Are there limits on syncs?

Yes. Zoho allows up to 10 active syncs at once, 10 sync runs per day and 50 per month for each organisation, and up to 5 immediate syncs per module.

Need help?

If you need driver or vehicle data brought into Zoho CRM, or a sync designed around your fleet processes, our team can help. Email support@thoughtlogik.com or see our Zoho integration services.

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