Zoho CRM Setup Guide
Connect Site2CRM to Zoho CRM for automatic lead sync.
What Syncs
Each new lead creates a Lead record in Zoho CRM with name, email, phone, and company. Your team qualifies and converts it inside Zoho.
Setup Steps
- Go to Integrations > Zoho CRM
- Click Connect with OAuth
- Log in to your Zoho account
- Click Accept to authorize
- Done - you'll see "Connected" status
Field Mapping
| Form Field | Zoho CRM Field |
|---|---|
| Name | First Name, Last Name |
| Phone | Phone |
| Company | Company |
Zoho Plans
Works with all Zoho CRM editions:
- Free
- Standard
- Professional
- Enterprise
Troubleshooting
"You don't have access to CRM" on the consent screen
- You're signed in to a Zoho account that has no Zoho CRM. Use the account switcher on the consent screen (top right) to pick the account that owns your CRM, then Accept.
Leads going to the wrong org
- Sign in to the correct Zoho account in your browser first, then disconnect and reconnect