Zoho CRM is a powerful platform that centralizes your sales, marketing, and customer support operations. You can easily integrate Zoho CRM into your workflow using Zapier, allowing you to automate actions between the two platforms.
Step 1: Connect Zoho CRM via Zapier
Navigate to Integrations tab on your dashboard.
Type Zoho into the search bar.
Click Connect next to the Zoho CRM integration.
You’ll be redirected to Zapier, where you’ll see a screen prompting you to set up your automation (Zap).
Step 2: Set Up Your Zap
Choose a trigger (what starts the automation) from LeadUpdates — for example, “Add Label.”
2. Select an action in Zoho CRM — for example, “Create Module Entry.”
3. Click Connect these apps to proceed.
⚠️ Note about Labels:
If you're using labels to trigger actions, make sure they're enabled in your settings:
Go to Integrations > Zapier > Manage > Webhook Settings, and toggle on the labels you'd like to use with this Zap.
Step 3: Connect Your Accounts
Make sure the correct Lead Updates account is connected.
2. Click Continue, then Test Trigger, and confirm the selected record.
3. Next, connect your Zoho CRM account:
After that, click Continue.
Step 4: Configure Zoho CRM Module
Choose where you want the labeled contacts to be saved in Zoho — for instance, the Leads module.
2. Scroll down and map the fields you want to transfer to Zoho (e.g., name, email, company).
3. Click Continue, then Test Step, and finally, Publish your Zap.
After your Zap is published, you can test it by going to the platform, adding a label (or labels, if you chose several) and then checking your Leads Module in Zoho.
Step 5: Test Your Integration
To verify your setup:
Go back to the platform.
Add the label(s) you’ve selected as triggers.
Check the corresponding module in Zoho CRM (e.g., Leads) to confirm the contact has been created.
If you run into any issues or have questions about this integration, please don’t hesitate to contact our Customer Support team.