Zoho CRM Integration

Click Zoho in the LeadSync destination list and authorise the OAuth connection from your Zoho account. LeadSync requests the ZohoCRM.modules.leads.ALL and ZohoCRM.settings.fields.read scopes -- enough to create leads and read your custom field structure for mapping.

Leads. LeadSync writes to Zoho's Leads module specifically, with Lead_Source set to Facebook automatically so your reporting attributes paid social leads correctly. To convert leads to contacts, use Zoho's standard Lead conversion workflow.

Yes. LeadSync sets the approval trigger when creating the lead, so any Approval Process you have configured (lead scoring, sales rep assignment, region routing) executes immediately on lead creation.

Yes. LeadSync supports all Zoho regional data centres (US, EU, IN, AU, JP, CN). When you authorise the OAuth connection, Zoho returns the correct API domain along with your tokens, and LeadSync stores it -- every subsequent API call uses the right regional endpoint automatically.

LeadSync fetches your Zoho Lead module fields (including custom fields) when you set up the connection and exposes them in the field mapping dropdown. Map each lead form question at the matching Zoho field -- standard or custom -- and the values flow through correctly.

Zoho access tokens expire every 60 minutes. LeadSync detects when a token has expired, refreshes it using the stored refresh token, persists the new tokens back to your connection record, and retries the API call -- all transparently. You authenticate once during setup and never need to reconnect under normal operation.

The lead is created under the Zoho user account whose OAuth connection LeadSync is using. To route leads to other team members, configure a Zoho Workflow Rule that triggers on lead creation and reassigns ownership based on Lead_Source, region, or any other criterion.

Yes. LeadSync supports Zoho CRM as a destination for lead forms from Facebook, Instagram, Google Ads lead form extensions, LinkedIn Lead Gen Forms, and TikTok Lead Generation. Each source becomes its own connection.

Yes. Both run on lead creation, so they fire automatically the moment LeadSync delivers a Facebook lead. Configure round-robin assignment, geographic routing, email alerts, or rule-based ownership transfer based on Lead_Source = Facebook -- the integration sets that field automatically so your assignment logic has the data it needs.

LeadSync writes specifically to the Leads module so it works out of the box for the most common Zoho setup. Custom modules (Properties, Vehicles, Projects) are typically populated downstream via Zoho's Lead conversion workflow -- when you convert the lead, the Workflow Rule can populate the matching custom module with data captured on the lead form.

Zoho's built-in duplicate-check rules apply to LeadSync-created leads exactly as they do to leads created manually or via the web form. If you have configured a duplicate rule on email or phone in your Zoho Leads module, LeadSync will respect it -- the lead is either created fresh or rejected as a duplicate based on your existing Zoho settings.