Zoho CRM

Connect Zoho CRM so campaign recipients become Zoho Contacts and their viewing shows up as Notes.

Available on: Pro

Before you start

• A Zoho CRM account, and the data center (region) it lives in.
• A Zidi account on the Pro plan. A paid seat on a Pro team also counts.

Who can connect

Any Zidi user on Pro can connect Zoho CRM from their own account. Each connection belongs to one Zidi user, so each teammate connects separately.

Zidi asks Zoho for access to Contacts, Notes and field settings. If Zoho refuses the access on its own screen, ask a Zoho CRM admin to connect.

Connect Zoho CRM

1. In the sidebar, click Integrations.
2. Click the Zoho CRM card.
3. Under Zoho data center, pick the region your Zoho account lives in. The default is United States (zoho.com).
4. Click Connect Zoho CRM. Zoho opens.
5. Sign in and allow access.
6. Zoho sends you back to the Integrations page with the message "Zoho CRM connected successfully!".

Open the Zoho CRM card to see your Region, API address and a Synced records count. Zidi renews its access automatically.

Data centers

The region picker is hidden once you are connected. To change region, disconnect first, then pick the right one and connect again.

What syncs

• At campaign launch: Zidi finds each recipient's Contact by email, or creates one. It sends the email, first name, last name and company from your list. It adds a Note starting "Zidi Campaign:" with the personal link.
• While a recipient watches: at most two Notes, titled "Zidi: Video Page Opened — campaign" and "Zidi: Video Engagement — campaign". There is no separate Note at 50% or 80%.
• Tracked share links: one Note per view, created at 50% and updated at 80% and 100%. Viewers who are not already Contacts are skipped.

Zidi works with Contacts only. It never reads or writes Leads or Deals. How CRM sync works explains the timing.

The Zidi custom fields stay empty

When it pushes a campaign, Zidi tries to create five custom fields on Contacts, labelled "Zidi Personalized URL", "Zidi Watch Percent" and so on. Zidi does not write values into them. The personal link and all engagement are in the Notes. Do not build workflow rules or reports on these fields.

Where to find it in Zoho CRM

Open a Contact and look at its Notes.

Disconnect

1. In the sidebar, click Integrations, then the Zoho CRM card.
2. Click Disconnect Zoho CRM.

There is no confirmation step. Zidi disconnects at once and shows "Zoho CRM disconnected". Zidi also asks Zoho to cancel its access and deletes its stored tokens. Contacts, Notes and the empty Zidi fields stay in Zoho.

Troubleshooting

• A dialog says "Connecting Zoho CRM to Zidi is a Pro feature." Your plan is Free or Starter. Click Upgrade Plan, then connect again.
• Zoho shows a sign-in page that does not know your app or account. You picked the wrong data center. Go back, choose your region under Zoho data center, and connect again.
• "Zidi does not support your Zoho data centre yet. Please contact support and tell us which Zoho region your account is in." Your Zoho account is in a region Zidi does not accept. Contact support and name your region.
• "You cancelled the Zoho CRM connection. Nothing was changed." You declined on the Zoho screen. Start again from the card.
• "CRM integrations need the Pro plan." Zidi checks your plan again when Zoho sends you back, and you were not on Pro. Upgrade, then connect again.
• "That sign-in link expired or was opened in a different browser session. Please start the connection again." You came back signed in to a different Zidi account, or the return link was incomplete. Sign in to the right Zidi account and start again.
• "Could not connect Zoho CRM. Please try again." Try again. If it keeps happening, contact support.
• "This integration is not available right now. Please contact support." Contact support.
• The card shows Available again. Zoho withdrew Zidi's access. Syncing has stopped. Connect again.
• A viewer is missing from Zoho CRM. Engagement and tracked-share Notes only go to existing Contacts. Zidi does not look in Leads. Check that the email matches a Contact.