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Link your accounts so that Deal, Contact, and Event data from Zoho flows into Craft as Jobs, Customers, and Appointments — and so that Craft recordings, AI summaries, and briefings appear back on the matching Zoho Deal.
You must have admin accounts for both Zoho CRM and Craft to complete this process.

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Steps to Connect

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1. Connect Zoho CRM in Craft

1

Open Integrations in Craft

In the Craft web app, go to Company Settings > Integrations.
2

Start the Zoho connection

Open the Zoho CRM integration and click Connect Zoho CRM. You’ll be redirected to Zoho to sign in.
3

Sign in with the right Zoho user

Sign in with a Zoho user that has access to every module and field you want Craft to see. Craft inherits this user’s record-level permissions, so connecting with a limited user will hide data from Craft as well.
4

Approve the requested scopes

Review and approve Craft’s requested permissions (see Authentication and Permissions below for the full list).
5

You're back in Craft

Zoho redirects you back to Craft. The Field Mapping Wizard will appear automatically so you can finish configuration.
Craft supports all Zoho data centers (US, EU, IN, AU, JP, CA). The correct region is detected automatically during sign-in — no extra configuration required.

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2. Configure Field Mapping

After connecting, the Field Mapping Wizard guides you through three steps.
1

Choose the Zoho modules to sync

For each Craft entity, choose the Zoho module it should map to. The defaults are:You can point Jobs and Appointments at the same module (e.g. both at Deals) if that matches your workflow, or use custom modules.
2

Map fields within each module

Craft pre-populates sensible defaults — for example:
  • Deals: Deal_Name → name, Stage → stage, Amount → amount
  • Contacts: First_Name, Last_Name, Email, Phone, Mobile
  • Events: Start_DateTime, End_DateTime
Adjust or extend the mappings as needed. Any readable Zoho custom field can be added here.
3

Save

Saving registers webhooks with Zoho and kicks off an initial backfill of the last 90 days of data. You can rerun the wizard at any time from the Zoho CRM integration page.

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Authentication and Permissions

Craft uses Zoho’s standard OAuth 2.0 flow — there are no API keys to copy and paste, and you can revoke access at any time from your Zoho account’s connected apps. The scopes Craft requests: Access tokens are refreshed automatically every hour using the long-lived refresh token, so once connected the integration runs without intervention. Tokens are stored encrypted at rest. If a token is ever revoked on the Zoho side, the Integrations page surfaces an error and prompts you to reconnect.

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Best practices

  • Connect with a Zoho user whose permissions reflect everything you want Craft to see. Craft inherits that user’s record visibility.
  • Before mapping, confirm in Zoho that the field types match what you expect on the Craft side (e.g. currency for Amount, lookup for Contact_Name on Deals).
  • If you use custom modules instead of standard Deals/Contacts, select them during Step 1 of the wizard — everything downstream will adapt.
  • If you ever rename or restructure modules in Zoho, rerun the Field Mapping Wizard from the Zoho CRM integration page so Craft picks up the new schema.

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Need Help?

Reach out to your contact at Craft, or email support@craftflow.com.