CRM Connector Platform

ActiveCampaign and Zoho CRM, one pipeline

Contacts stay the same both ways. Deals travel one way, in the direction you pick: ActiveCampaign deals into Zoho CRM deals, or Zoho CRM deals into ActiveCampaign deals. Won and lost follow, and one already lost before it was seen is not created.

  • ActiveCampaign API key, official sign in for Zoho CRM
  • Either system can lead
  • 7 day free trial
ActiveCampaign logoZoho CRM logo

Contacts both ways, deals one way

ActiveCampaign logo
  • Contacts
  • Deals
Zoho CRM logo

At a glance. Contacts stay the same. Deals follow in the direction you choose.

Your choice

Two way or one way

Keep both systems identical, or let one feed the other. You decide per record type.

ActiveCampaign logoZoho CRM logo

Two way

Both systems stay the same. Every sync runs from the leading system into the other, then back.

  • You pick whether ActiveCampaign or Zoho CRM leads
  • Changes on either side travel
  • Nothing bounces back and forth
ActiveCampaign logoZoho CRM logo

One way

One system feeds the other. Pick ActiveCampaign or Zoho CRM as the source; the other receives.

  • Good for a migration, in either direction
  • A read copy for a colleague or partner
  • Switch a record type to two way later
Fine tune it:Everyone, customers only or leads onlyOnly ActiveCampaign contacts with a tag you pick, on a one way syncOnly deals above an amount you pickEvery 30 minutes up to every 3 days

Record by record

What travels, and what each change does

Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.

Starts in
ActiveCampaign logoFieldsZoho CRM logo
  • First nameBoth waysFirst name
  • Last nameBoth waysLast name
  • AccountWhen createdAccount
  • EmailBoth waysEmail
  • PhoneBoth waysPhone
  • Not in ActiveCampaignOnly in Zoho CRMAddress
  • TagsOnly in ActiveCampaignNot in Zoho CRM
  • On a won dealEach works it outa won deal

It happens in ActiveCampaign, then in Zoho CRM

  • A new contact

    Looked for in Zoho CRM on the exact email before a contact is created.

  • Name, email or phone changes

    The same change is made to the Zoho CRM contact on the next sync.

  • The company changes later

    • Not carried after creation.
    • The account is set when the contact is created and a sync never renames it.

How a sync runs

One sync, step by step

What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.

Which system leads?
Connections
ActiveCampaign logo
Leads
CRM
Zoho CRM logo
Follows

Step 1 of 8

Both connections are checked

Credentials for ActiveCampaign and Zoho CRM are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.

Conflicts

When both sides changed the same record

  • For each two way record type you choose whether ActiveCampaign or Zoho CRM leads. The leading side always runs first in a sync.
  • It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
  • A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.

Between two syncs

The phone number of the same contact is changed in both systems

Leading system
ActiveCampaign logo+1 415 555 0101
Zoho CRM logo+1 415 555 0199

Two different values. Run the sync to see which one both systems end up with.

Good to know

What is particular to this pair

What holds for ActiveCampaign or Zoho CRM on its own is on its own page.

FAQ

Questions about ActiveCampaign and Zoho CRM?

Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.

Still not sure? Contact us

Ask your AI assistant

Ask ChatGPT or Claude what this pair can do

Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between ActiveCampaign and Zoho CRM?”

Get started

Ready to connect ActiveCampaign and Zoho CRM?Start your 7 day free trial

Sign in to ActiveCampaign and Zoho CRM, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.