Zoho CRM Integration
Connect Zidi to Zoho CRM to sync video engagement with your leads and contacts.
Prerequisites
- A Zoho CRM account.
- A Zidi account on the Starter or Pro plan.
Connecting Zoho CRM
- Go to Settings > Integrations.
- Find Zoho CRM and click Connect.
- Authorize the connection in the Zoho OAuth flow.
- You'll be redirected back to Zidi.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Lead/Contact lookup | Zidi → Zoho | Searches by email across leads and contacts |
| Lead creation | Zidi → Zoho | Creates new leads for unknown emails |
| Notes | Zidi → Zoho | Logs video engagement as notes |
| Campaign data | Zidi → Zoho | Pushes campaign recipient engagement |
Disconnecting
Go to Settings > Integrations > Zoho CRM and click Disconnect.
Troubleshooting
- Connection failed? — Ensure you have admin access to your Zoho CRM account.
- Data not syncing? — Check that leads/contacts modules are enabled in Zoho.