> ## Documentation Index
> Fetch the complete documentation index at: https://docs.craftflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Connect Craft to Zoho CRM.

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.

<Note>
  You must have admin accounts for both [Zoho CRM](https://www.zoho.com/crm/) and [Craft](https://app.craftflow.co) to complete this process.
</Note>

## Steps to Connect

### 1. Connect Zoho CRM in Craft

<Steps>
  <Step title="Open Integrations in Craft">
    In the Craft web app, go to [**Company Settings > Integrations**](https://app.craftflow.co/company-settings/integrations).
  </Step>

  <Step title="Start the Zoho connection">
    Open the [**Zoho CRM**](https://app.craftflow.co/company-settings/integrations/zoho_crm) integration and click **Connect Zoho CRM**. You'll be redirected to Zoho to sign in.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Approve the requested scopes">
    Review and approve Craft's requested permissions (see [Authentication and Permissions](#authentication-and-permissions) below for the full list).
  </Step>

  <Step title="You're back in Craft">
    Zoho redirects you back to Craft. The **Field Mapping Wizard** will appear automatically so you can finish configuration.
  </Step>
</Steps>

<Note>
  Craft supports all [Zoho data centers](https://www.zoho.com/crm/developer/docs/api/v6/multi-dc.html) (US, EU, IN, AU, JP, CA). The correct region is detected automatically during sign-in — no extra configuration required.
</Note>

### 2. Configure Field Mapping

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

<Steps>
  <Step title="Choose the Zoho modules to sync">
    For each Craft entity, choose the Zoho module it should map to. The defaults are:

    | Craft entity | Zoho module |
    | ------------ | ----------- |
    | Jobs         | Deals       |
    | Contacts     | Contacts    |
    | Appointments | Events      |

    You can point Jobs and Appointments at the same module (e.g. both at Deals) if that matches your workflow, or use [custom modules](https://www.zoho.com/crm/developer/docs/api/v6/modules-api.html).
  </Step>

  <Step title="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](https://www.zoho.com/crm/help/customization/custom-fields.html) can be added here.
  </Step>

  <Step title="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](https://app.craftflow.co/company-settings/integrations/zoho_crm).
  </Step>
</Steps>

## Authentication and Permissions

Craft uses Zoho's standard [OAuth 2.0 flow](https://www.zoho.com/crm/developer/docs/api/v6/auth-request.html) — there are no API keys to copy and paste, and you can revoke access at any time from your [Zoho account's connected apps](https://accounts.zoho.com/home#sessions/connectedapps).

The [scopes](https://www.zoho.com/crm/developer/docs/api/v6/scopes.html) Craft requests:

| Scope                           | Why we need it                          |
| ------------------------------- | --------------------------------------- |
| `ZohoCRM.modules.ALL`           | Read and write CRM records              |
| `ZohoCRM.settings.fields.READ`  | Discover available fields for mapping   |
| `ZohoCRM.settings.modules.READ` | Discover available modules              |
| `ZohoCRM.users.ALL`             | Map Zoho users to Craft reps            |
| `ZohoCRM.org.ALL`               | Read organization metadata              |
| `ZohoCRM.notifications.ALL`     | Receive real-time webhook notifications |
| `ZohoSearch.securesearch.READ`  | Look up records during sync             |

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](https://app.craftflow.co/company-settings/integrations) surfaces an error and prompts you to reconnect.

## 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](https://www.zoho.com/crm/developer/docs/api/v6/modules-api.html) 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](https://app.craftflow.co/company-settings/integrations/zoho_crm) so Craft picks up the new schema.

## Need Help?

Reach out to your contact at Craft, or email [support@craftflow.com](mailto:support@craftflow.com).