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Zoho CRM integration

Sync prospects and replies with your Zoho CRM workspace.

  • Lead + Contact + Deal
  • Multi-org support
  • Custom modules
Auth: OAuth Live in 5 minutes Priority support included
What it syncs

Data we move with Zoho CRM

  • Leads and Contacts
  • Deals with stage + probability
  • Notes and tasks
  • Custom module records
Example workflows

What teams build with Zoho CRM

  • Reply → convert Lead to Contact + Deal

    Automate the Zoho lead conversion the moment a prospect replies positively.

  • Meeting booked → Task

    Assign a follow-up Task in Zoho with a due date and priority.

  • Bounce → Lead status update

    Mark bounced leads as 'Invalid Email' in Zoho.

Setup

Connect Zoho CRM in 5 minutes

  1. 1
    Open Settings → Integrations → Zoho CRM.
  2. 2
    Sign in and pick your Zoho data center (US, EU, IN, AU).
  3. 3
    Pick the pipeline, deal stage and default owner.
  4. 4
    Map standard + custom fields.
  5. 5
    Enable — writes are real-time, reads backfill hourly.
Field mapping

Default Zoho CRM field map

NxtSendZoho CRM
NxtSend emailContact.Email
First / last nameContact.First_Name / Last_Name
CompanyAccount.Account_Name
Reply intentDeal.Stage
CampaignContact.Lead_Source
LinkedIn URLContact.LinkedIn_URL (custom)

Every field is customizable per workspace.

Permissions & scopes

What we ask for

  • ZohoCRM.modules.ALL

    Read + write Leads, Contacts, Accounts, Deals and custom modules.

  • ZohoCRM.settings.fields.READ

    Read your field metadata so you can map custom fields in the UI.

  • ZohoCRM.users.READ

    Look up record owners for assignment.

We never request scopes we don't use. Revoke access from Zoho CRM at any time.

Troubleshooting FAQ

Common Zoho CRM questions

Get Zoho CRM connected in 5 minutes

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