Zoho CRM integration

Leadspicker syncs your outreach into Zoho CRM as Leads or as Contacts and Accounts, and creates deals and tasks from the replies that matter.

What you get

Leads, or Contacts linked to Accounts, depending on where your team qualifies.
Deals in the pipeline and stage you choose.
Tasks for the Zoho user mapped to the sender.
Field updates on the Lead, the Contact or the Account, for example the lead status.
Custom views as sources for imports and exclusion lists, and deal pipelines for exclusions.

The shared settings are explained in How CRM integrations work.

Open the Zoho CRM card
Go to Settings → Apps and open Zoho CRM, as an owner or admin of the organisation.
Sign in to Zoho
Connect the account, sign in with a Zoho user that can work with the CRM modules you sync, and accept the access request.
Choose the record type
On General, under Zoho CRM records, pick Leads or Contacts & Accounts.
Map, switch on, save
Set the scope and triggers, check Field Mapping and User Mapping, turn Enabled on and Save.

Leads (default). One Lead with the company on it. Zoho relates deals only to Contacts and Accounts, so a deal from a rule is not linked to the Lead and a task stays on the Lead.
Contacts & Accounts. A Contact with its Account; deals relate to both and a task can sit under the deal.
Required fields. Give your own mandatory Zoho fields default values on General, so new records are not refused.
Closing date. Required on every deal; set 30 days ahead unless a default value provides it.
Phone field. It holds one number, so the phone action skips a record that already has one.

When	Then	What the rep sees in Zoho CRM
They reply to your email, Positive (Contacts & Accounts)	Create a deal in your pipeline, stage Qualification, plus Create a task	A deal related to the Contact and the Account, with a task Reply from … (Positive) that carries the reply.
They accept your connection request (Leads)	Update properties: lead status → Contacted	The Lead moves into the custom view of contacted leads without anyone editing it.
They reply, Not interested (Leads)	Update properties: lead status → Lost Lead	The Lead leaves the open views; the reply itself is kept on the record.

In Leads mode, prefer task and property rules, and open the deal when the rep converts the Lead.

Import. Import → From CRM on a list brings in Leads or Contacts: everything, or one custom view, hourly if you want.
Exclusions. Exclude all contacts, all companies or selected custom views. In Contacts & Accounts mode you can also exclude the people on deals in chosen pipelines and stages.

A record was refused. Why?

Most often a mandatory field in the Zoho module was empty. The Logs tab shows Zoho's reason; add a default value for that field.

Can I segment by a Zoho custom view?

Yes, both ways: import a custom view into a list, or use it as an exclusion source.

Why is my deal not attached to the lead?

Zoho relates deals to Contacts and Accounts only. Switch to Contacts & Accounts if rules should create linked deals.

Still stuck? Email support@leadspicker.com or use the chat in the app.

Last updated 2026-11-12