Zoho CRM and Salesforce integration
Zoho CRM and Salesforce, one pipeline
CRM Connector keeps Zoho CRM contacts and Salesforce contacts the same both ways, and carries Zoho CRM deals into Salesforce opportunities, or Salesforce opportunities into Zoho CRM deals, in the direction you pick, won and lost included.
- Official sign in for both
Contacts both ways, deals one way
At a glance
Contacts stay the same. Deals follow in the direction you choose.
What syncs
- ContactsBoth ways
- DealsOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether Zoho CRM or Salesforce leads when the same record changed in both since the last sync.
Options for Zoho CRM and Salesforce
- Everyone, customers only or leads only
Record by record
What syncs between Zoho CRM and Salesforce
Which Zoho CRM field matches which Salesforce field, and what each change does.
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdAccount
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in Salesforce
- Lead sourceOnly in Zoho CRMNot in Salesforce
It happens in Zoho CRM, then in Salesforce
A new contact
Looked for in Salesforce on the exact email before a contact is created.
Name, email, phone or address changes
The same change is made to the Salesforce contact on the next sync.
The company changes later
Not carried: the account name reaches Salesforce when the contact is created.
Ask your AI assistant
Ask ChatGPT or Claude about Zoho CRM and Salesforce
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
Ready to connect Zoho CRM and Salesforce?Start your 7 day free trial
Sign in to Zoho CRM and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.