Zoho CRM
Push leads to Zoho CRM: create a lead in Zoho CRM, assigned to an owner you pick.
Create a lead in Zoho CRM, assigned to an owner you pick. Fields are filled from your field mapping; an automation decides which leads go.
- Integrations → CRMs → Zoho CRM → Connect and sign in to Zoho CRM. Once.
- Configure and map the fields you want filled, Test integration, Save mapping.
- Automations → New automation. Pick the source, the filter and the frequency, then the action Send to Zoho CRM, pick the owner under Assign new records to, Save & activate.
Push one visitor by hand
On a lead, click the Zoho icon next to the person, pick the owner and choose Create in Zoho as:
- Contact (default) — a Contact in Zoho's Contacts module.
- Lead — a Lead in Zoho's Leads module, with the company details (website, industry, employees, revenue, location, LinkedIn) filled in, ready to convert.
Then click Push. Once pushed, the Zoho icon turns on and opens the record in Zoho.
Common questions
Does connecting Zoho CRM send leads by itself? No. Connecting gives us access; an automation decides which leads are pushed, or you push one by hand from the lead's panel. Connect & map fields.
Will it create duplicate contacts? No. Before creating a contact we search Zoho for the lead's email; if they are already there, that contact is used instead of a second one being created. If Zoho cannot be reached for the search, nothing is created rather than risk a duplicate.
Which fields go to Zoho CRM? An automation creates a Lead in Zoho, filled with the fields in your field mapping: the person's name, email, job title, phone and LinkedIn, the company's name, domain, industry, size and location, and whatever else you map. Pushing one visitor by hand lets you choose Contact or Lead (see above). Set it once under Integrations → CRMs → Configure; the same mapping is used by every Zoho CRM automation of the website.
Who owns the leads in Zoho CRM? The Zoho user you pick in the automation (Assign new records to), or the owner you pick when pushing one visitor by hand.
Why did a lead not reach Zoho CRM? Open the automation's run history: a Filtered run names the rule that stopped it; a Failed run shows what Zoho CRM answered. If the connection expired, the card offers Reconnect; then Retry this lead.
Does it run on old leads? Only on leads that arrive after you save it, unless you choose Retrigger for existing leads right after saving, or tick leads on the Leads page and Retrigger. Build an automation.
Does the Zoho CRM push run on a trial? Yes, on every plan. When the trial or credits run out, new leads stop; the automation keeps pushing the leads you have.