Zoho CRM Integration

Step 1: Create Connection #

1. Go to Lead Source
2. Select Zoho CRM
3. Click Create Connection
4. Select your Data Center Region (e.g., India)
5. Enter Account Name
6. Click Connect with Zoho CRM

Step 2: Authorize Zoho Account #

1. Login to your Zoho account
2. Review permissions
3. Accept consent and click Authorize

Step 3: Field Mapping #

1. Go to Installed Page
2. Open Field Mapping
3. Map CRM fields with Zoho fields
4. Click Save Mapping

Step 4: Sync Leads #

1. Click Sync Leads to fetch leads manually
2. Or use Auto Sync for automatic updates

Step 5: Optional Settings #

• Enable Auto Create Contact
• Add Webhook for real-time updates

Step 6: Monitor Logs #

1. Go to Logs Section
2. Track lead sync status and data

• Integration is ready and syncing leads