Connect Zoho CRM

Connecting Zoho CRM lets Klarvyn attribute your deals and calls back to the campaigns that created them — connect with your Zoho login, no setup inside Zoho.

1. In Klarvyn, go to Settings → Integrations and open the Zoho CRM card, then click Connect Zoho CRM.

2. Sign in with your Zoho login in the popup and approve access. Klarvyn detects your Zoho data center automatically and subscribes to change notifications — nothing to configure inside Zoho.

3. Review Event Sync Settings: Contacts & Leads, Deals and Calls are all enabled by default.

4. Create a test contact in Zoho — it appears in Contacts within seconds.

What flows in

• Contacts and leads become contacts (created and updated), including the Zoho lead source.
• Deals feed attribution and reports — creation, stage changes and won/lost, with pipeline, amount and closing date.
• Zoho calls become call events on the contact, including the call result (answered vs. no-answer).

Good to know

• The sync is forward-looking — records flow in as they’re created or changed after connecting; there is no historical import.
• Contacts need an email or a phone number. Records with neither are skipped.
• Deals need a contact. Klarvyn identifies the person through the deal’s Contact Name field — deals without one can’t be attributed. Same for calls: the Related To (Who) field must point at a contact or lead.
• Won/lost is read from the stage name. Stages containing “won” or “lost” register as such — a custom stage named e.g. “Signed” counts as open. Stick to stage names that include Won/Lost.
• Connect with an admin-level Zoho user — the connection needs permission to manage notifications, which regular users may lack.
• Disconnect anytime — the Zoho subscription is removed and recorded data is kept.