Two way
HighLevel starts the integration and changes made in Zoho CRM flow back into HighLevel as well.
- You pick whether HighLevel or Zoho CRM leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
HighLevel opportunities, as Zoho CRM deals
Contacts stay the same both ways. Opportunities from HighLevel arrive in Zoho CRM as deals, open, won and lost.
- Official sign in for Zoho CRM
- Private Integration Token for HighLevel
- Either system can lead
Contacts both ways, opportunities into deals
- Contacts
- Opportunities as deals
At a glance. Contacts stay the same. HighLevel opportunities arrive as deals.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
HighLevel feeds Zoho CRM and Zoho CRM changes stay in Zoho CRM.
- HighLevel stays the source of truth
- Zoho CRM always has the latest customers
- Switch to two way later
Fine tune it:Everyone, customers only or leads onlyEvery 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
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- AccountWhen createdCompany
- EmailBoth waysEmail
- PhoneBoth waysPhone
- Mailing street, city, state, postal code and countryBoth waysAddress
- On a won dealOnly in Zoho CRMNot in HighLevel
- Lead sourceOnly in Zoho CRMNot in HighLevel
It happens in Zoho CRM, then in HighLevel
A new contact
Looked for in HighLevel on the exact email before a contact is created.
Name, email, phone or address changes
The same change is made to the HighLevel 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.
- Only the first street line travels. Zoho CRM stores no second line.
- When Zoho CRM itself reports a duplicate and points at one existing record, that one is updated instead. When it points at several, the contact is not created and the sync says why.
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
CRM
Step 1 of 7
Both connections are checked
Credentials for Zoho CRM and HighLevel 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 Zoho CRM or HighLevel 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
+31 6 1234 5678+31 6 9876 5432Two 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 Zoho CRM or HighLevel on its own is on its own page.
- HighLevel needs an email or a phone
- A HighLevel contact needs one of them, so a Zoho CRM contact with neither is not created there.
FAQ
Questions about Zoho CRM and HighLevel?
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.
Contacts, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.
It is set when the contact is created, as a Zoho account of exactly that name, and a sync never renames or switches it afterwards.
All of them. An open one becomes a deal at your first open stage, a won one is won and a lost or abandoned one is lost. One already lost before its first sync is not created.
No. Only contacts travel both ways. HighLevel opportunities arrive in Zoho CRM as deals and nothing is written back into them.
No. Before anything is created in Zoho CRM or HighLevel, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect Zoho CRM and HighLevel?Start your 7 day free trial
Sign in to Zoho CRM and HighLevel, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.