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    Zoho CRM Integration


    New Dashboard
    Legacy Dashboard

    1Go to Zapier and click "Create Zap". Select "WhatConverts" as the Trigger App and "New Lead" as the Trigger event. Connect your WhatConverts account and continue to the Set up trigger page.

    On the Set up trigger page, select "Yes" only for the Lead Types you would like to send to the CRM. Select your profile from the drop down and click "Continue".

    Important: For Phone calls and/or Chats, make sure to select "Yes" for only one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    • Phone Call (Completed): Sends the lead to the CRM once the Phone Call has finished
    • Phone Call (Modified): Sends the lead to the CRM when a phone call is in progress and the lead in WhatConverts is modified.
    • Phone Call (In Progress): Sends the lead to the CRM when a phone call has begun. This is the option to use if you would like your agents to update the CRM while they are on the phone with the caller.

    Select "Test trigger". Select a lead from the drop down and click "Continue".

    Note: If no lead is found, submit a test lead and re-test this step of your Zap.

    2Select "Zoho CRM" as the Action App and "Create/Update Module Entry in Zoho CRM" as the Action event. On the Choose Account page, select your Zoho CRM account or Link your Zoho account to Zapier. Click "Continue".

    3On the Set up action page, select "Leads" from the Module drop down. Then, select a Layout from the second drop down. Once selected, the page will expand for you to begin customizing the data.

      We highly recommend setting up Field Mapping prior to completing this step.

    Match the Zoho CRM Lead Fields to your WhatConverts Sample Lead.

      Company: "Mapped Fields Contact Name", "Caller name" or "Mapped Fields Company Name".

        Note: Company is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      First Name: "Caller Name", "Mapped Fields First Name" or "Mapped Fields Contact Name".
      Last Name: "Caller Name", "Mapped Fields Last Name" or "Mapped Fields Contact Name"

        Note: Last Name is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      Phone: "Caller Number" or "Mapped Fields Phone Number"
      City: "Caller City" or "Mapped Fields City"
      State: "Caller State" or "Mapped Fields State"
      Zip: "Caller Zip" or "Mapped Fields Zip Code"
      Country: "Caller Country" or "Mapped Fields Country"
      Google Click ID(GCLID): "GCLID"

    Description: Type in the following then choose the counterpart from the drop down

      Source: "Source"
      Medium: "Medium"
      Campaign: "Campaign"
      Content: "Content"
      Keyword: "Keyword"
      Landing Page: "Landing URL"
      Lead Page: "Lead URL"
      Duration: "Call Duration"
      Call Recording (If enabled): "Play Recording URL"
      Call Transcription (If enabled): "Call Transcription"

    Zoho CRM Set up Action Step

    Click "Continue". On the Test action page, select "Test & Continue". Turn your Zap "On".

    4Go to Zoho CRM. Click "Leads". Your WhatConverts Lead will now be in the list. Click the Lead to review the Lead Information passed to Zoho.
    Zoho CRM Lead information passed

    If you have any questions, please contact us here: Contact WhatConverts Support or email [email protected]

    Before connecting WhatConverts to Zoho CRM, you first need to create an account in Zoho and create a Zapier account, if you don't already have them.

    1Go to Zapier and click "Make a Zap". Select "WhatConverts" as your Trigger App and "New Lead" as your Trigger. Connect your WhatConverts account.

    On the Customize Lead page, select "Yes" for the leads that you would like to send to Zoho CRM. Select your WhatConverts Profile you are integrating with Zoho CRM from the final drop down menu. Click "Continue".

      Note: Make sure to select "Yes" for one of the Phone Call options to eliminate duplicates from being sent into your CRM.

    On the Find Data page, click "Test & Review" to review the sample leads or click "Test & Continue" to automatically select a lead and continue through to the next step.

    2Click "+" to add an Action Step. Select "Zoho CRM" as the Action App and "Create/Update Module Entry in Zoho CRM" as the Action. On the Choose Account page, select your Zoho CRM account or Link your Zoho account to Zapier. Click "Continue".

    3On the Set up action page, select "Leads" from the Module drop down. Then, select a Layout from the second drop down. Once selected, the page will expand for you to begin customizing the data.

    Match the Zoho CRM Lead Fields to your WhatConverts Sample Lead.

      Company: "Mapped Fields Contact Name", "Caller name" or "Mapped Fields Company Name".

        Note: Company is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      First Name: "Caller Name", "Mapped Fields First Name" or "Mapped Fields Contact Name".
      Last Name: "Caller Name", "Mapped Fields Last Name" or "Mapped Fields Contact Name"

        Note: Last Name is a required field. If you have leads moving from WhatConverts into Zoho, you need to make sure you choose a field that is never empty.

      Phone: "Caller Number" or "Mapped Fields Phone Number"
      City: "Caller City"
      State: "Caller State"
      Zip: "Caller Zip"
      Country: "Caller Country"
      Google Click ID(GCLID): "GCLID"

    Description: Type in the following then choose the counterpart from the drop down
    Source: "Source"
    Medium: "Medium"
    Campaign: "Campaign"
    Content: "Content"
    Keyword: "Keyword"
    Landing Page: "Landing URL"
    Lead Page: "Lead URL"
    Duration: "Call Duration"
    Call Recording (If enabled): "Play Recording URL"
    Call Transcription (If enabled): "Call Transcription"

    ZohoCRM customize lead

    Click "Continue". On the Send Data page, select "Test & Continue". Turn your Zap "On" and give your Zap a name.

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    Whatconverts Features for your Business
    CRM Lead Qualification
    Lead Management CRM Lead Qualification

    We can set up the WhatConverts integration with your existing CRM.

    Export Current Data Set
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    Subscribe to our newsletter and get proven marketing strategies for growing your business.

      Related Integrations
      CRMs Zoho CRM

      Last update on March 25, 2020

      Zoho CRM
      CRMs Salesforce

      Last update on August 26, 2021

      Salesforce
      CRMs Pipedrive

      Last update on March 25, 2020

      Pipedrive
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