CRM and Sales
Zoho CRM
Keep leads, contacts and deals aligned with Zoho CRM.
Zoho
CRM and Sales
On RequestWorks with AnantaTech Hub · Provided by Zoho
What this connects
Sales pipeline data to Zoho CRM.
Supported workflows
- Lead and contact sync
- Deal stage tracking
- Converting a won deal into an order
Data exchanged
- Lead, contact and account records
- Deal stage and value
- Notes and activity
Setup requirements
- A Zoho CRM account
- OAuth authorisation
- Module and field mapping
Permissions required
- Read and write access to the mapped modules
Security and privacy
- Data is transmitted over encrypted connections (TLS).
- Credentials and tokens are stored server-side and never exposed to the browser.
- Access can be revoked at any time from the provider's own account settings.
Known limitations
Stated plainly, because finding these out during implementation is worse than knowing them now.
- Zoho enforces per-plan API call limits.
Need Zoho CRM connected?
Tell us how you use it today and we will confirm what is possible for your configuration before anything is committed.