Zoho CRM Integration

Connect Zidi to Zoho CRM to push campaign contacts and sync video engagement data to contact records, with multi-region support.

Prerequisites

  • A Zoho CRM account with admin access.
  • A Zidi account on the Pro plan.

Connecting Zoho CRM

  1. Open the Integrations page from the left sidebar in your Zidi dashboard.
  2. Click Zoho CRM.
  3. Click Connect Zoho CRM.
  4. Authorize the connection in the Zoho OAuth flow.
  5. You'll be redirected back to Zidi.

What Gets Synced

DataDirectionDescription
Contact creation/updateZidi → ZohoCampaign recipients are created or updated as Zoho CRM contacts with personalized video links.
Custom fieldsZidi → ZohoFive fields auto-created via Settings API (see below).
NotesZidi → ZohoEngagement milestones logged as notes on the contact record.
Real-time engagementZidi → ZohoUpdated within 60 seconds of viewer activity.

Custom Fields

Zidi automatically creates these custom fields on Zoho CRM Contact records:

  • Zidi_Personalized_URL — The unique campaign video link for this contact.
  • Zidi_Video_Opened — Whether the contact has opened the video.
  • Zidi_Watch_Percent — How much of the video the contact watched.
  • Zidi_CTA_Clicked — Whether the contact clicked the call-to-action.
  • Zidi_Last_Viewed_At — Timestamp of the most recent view.

Multi-Region Support

Zidi works with all Zoho data centers: US, EU, India, Australia, and Japan. The correct API domain is detected automatically during the OAuth flow.

How It Works

  1. Create & launch a campaign — Go to Campaigns, create a campaign with a video and recipients, then click Launch.
  2. Contacts auto-sync to Zoho CRM — On launch, each recipient is automatically created (or updated) as a Zoho CRM contact with their personalized video link. A note is added to their record.
  3. Engagement updates in real-time — When a recipient opens the video, watches it, or clicks your CTA, Zoho CRM is updated automatically. Notes appear at milestones (opened, 50%, 80%, 100%, CTA clicked).
  4. Where to see it in Zoho CRM — Open any Contact, then go to the Notes tab to see campaign details and engagement milestones. Custom fields are visible on the Contact detail page.
  5. Build workflows (optional) — In Zoho CRM, create workflow rules using Zidi custom fields, e.g., "Send follow-up email when Zidi_Watch_Percent > 50 and Zidi_CTA_Clicked is false."

Disconnecting

Open Integrations from the left sidebar, click Zoho CRM, and click Disconnect Zoho CRM. Existing data in Zoho is not removed.

Troubleshooting

  • Connection failed? — Ensure you have admin access to your Zoho CRM account.
  • Data not syncing? — Check that the Leads and Contacts modules are enabled in Zoho CRM.
  • Token expired? — Disconnect and reconnect to refresh OAuth tokens.
  • Wrong region? — If your Zoho data center changed, disconnect and reconnect so the correct API domain is detected.