Prerequisites
Before you begin, make sure you have:- An active Clodura.AI account with CRM integration access.
- An active Zoho CRM account. Zoho offers a free tier and multiple paid editions — all support the OAuth integration.
- Zoho CRM administrator permissions, or at minimum the ability to authorize third-party applications and create/update Contacts, Leads, and Accounts records.
Step 1 — Authorize Zoho CRM in Clodura.AI
Zoho uses a secure OAuth 2.0 authorization flow. You do not need to generate or copy any API keys manually.Open CRM Integration settings
In Clodura.AI, navigate to Settings → CRM Integration. Each supported CRM appears as a card with its current status.
Click Authorize on the Zoho CRM card
Locate the Zoho CRM card — it initially shows a Disconnected status. Click the Authorize button.
Review the Zoho permissions page
Your browser redirects to Zoho’s authorization page. Zoho displays the permissions Clodura.AI is requesting, which include:
- Accounts — read your basic profile information.
- CRM — perform create, read, update, and delete operations on CRM modules; manage organization data, account data, and full user data access.
Grant access
Check the confirmation box that reads “I allow Clodura.AI to access the above data from my Zoho account.” Then click Accept.
Step 2 — Map Fields
Field mapping defines how Clodura.AI’s source data is written into Zoho CRM objects. Zoho’s integration supports three mapping tabs: Company Fields (Zoho Accounts), Contact Fields (Zoho Contacts), and Lead Fields (Zoho Leads). Click the Mapping button on the Zoho CRM card to open the Field Mapping modal.Company Fields → Zoho Accounts
The Company Fields tab maps organization-level data to Zoho Account records:| Clodura.AI Field | Zoho CRM Field |
|---|---|
| Company Name | Company Name |
| LinkedIn URL | LinkedIn Company Page |
| Company Description | Description |
| Number of Employees | Number of Employees |
| Industry | Industry |
| Website | Website URL |
| Founded | Year Founded |
| City | City |
| State | State/Region |
| Country | Country/Region |
Contact Fields → Zoho Contacts
Click Next to move to the Contact Fields tab. These fields populate Zoho Contact records:| Clodura.AI Field | Zoho CRM Field |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Job Title | Job Title |
| LinkedIn Profile | Select One |
| Mobile Phone Number | Mobile Phone Number |
| City | City |
| State | State/Region |
| Country | Country/Region |
Lead Fields → Zoho Leads
Click Next again to reach the Lead Fields tab. These fields populate Zoho Lead records when you choose the Lead record type at export time:| Clodura.AI Field | Zoho CRM Field |
|---|---|
| First Name | First Name |
| Last Name | Last Name |
| Job Title | Job Title |
| LinkedIn Profile | Select One |
| Mobile Phone Number | Mobile Phone Number |
| City | City |
| State | State/Region |
| Country | Country/Region |
- Next — advance to the next tab.
- Back — return to the previous tab.
- Reset — restore all fields on the current tab to their default values.
- Save — save the complete mapping configuration and close the modal.
- Close — discard unsaved changes and exit.
Step 3 — Enable the Integration
After saving your field mapping, return to the Zoho CRM card in Settings → CRM Integration and switch the Enable toggle to ON. This activates the integration and makes the Export To CRM button available in Clodura.AI search results. The Zoho CRM card shows three controls at all times:- Status Tag — displays Connected (green checkmark) or Disconnected.
- Mapping button — open and update field mapping at any time.
- Enable Toggle — turn the integration on or off without losing your authorization or mapping settings.
Pushing Contacts to Zoho CRM
Once the integration is active, export prospects from Clodura.AI’s People Search directly into Zoho CRM.Search for contacts
Run a people search in Clodura.AI and apply your filters to identify target prospects.
Click Export To CRM
Click the Export To CRM button. The Export To Zoho CRM modal opens, confirming the number of contacts selected and noting that each contact’s associated company will also be transferred.
Select the record type
Use the Record Type dropdown to choose whether each contact should be created as a Contact or a Lead in Zoho CRM.
Assign an owner
Use the Assign To dropdown to select the Zoho CRM user who will own the newly created records.
Selecting Contact creates the record in Zoho’s Contacts module, linked to an Account. Selecting Lead creates the record in Zoho’s Leads module, where it can be converted to a Contact and Account through Zoho’s standard lead-conversion process.
Export Confirmation and Verification
After the export completes, Clodura.AI notifies you through two channels:In-App Notification
A notification appears within Clodura.AI confirming that the records were transferred successfully.
Email Notification
An email confirmation is sent to your registered address once the records are live in Zoho CRM.
Exporting the same contacts to Zoho multiple times counts as only a single download-credit usage in Clodura.AI. Use the Exclude Exported Contacts filter in advanced search to avoid re-sending records already present in Zoho CRM.