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

# Zoho CRM Integration: Complete Setup Guide for Clodura.AI

> Connect Zoho CRM to Clodura.AI via OAuth 2.0, configure company, contact, and lead field mapping, then export prospects directly from search results.

Clodura.AI's Zoho CRM integration uses OAuth 2.0 to securely authorize access to your Zoho account. Once connected, you can push qualified prospects and their associated company records from Clodura.AI's People Search into Zoho CRM — either as **Contacts** or **Leads** — without downloading a CSV. The complete setup process requires three sequential steps: **Authorization**, **Field Mapping**, and **Activation**.

## 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.

<Steps>
  <Step title="Open CRM Integration settings">
    In Clodura.AI, navigate to **Settings → CRM Integration**. Each supported CRM appears as a card with its current status.
  </Step>

  <Step title="Click Authorize on the Zoho CRM card">
    Locate the **Zoho CRM** card — it initially shows a **Disconnected** status. Click the **Authorize** button.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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>

  <Step title="Return to Clodura.AI">
    Zoho redirects you back to Clodura.AI. The Zoho CRM card now shows a green **Connected** status tag. Proceed immediately to Field Mapping.
  </Step>
</Steps>

<Warning>
  You **must** check the authorization confirmation checkbox and click **Accept** for the integration to succeed. Skipping this step causes the OAuth redirect to fail and leaves the card in a Disconnected state.
</Warning>

## 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           |
| Email               | Email               |
| 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           |
| Email               | Email               |
| LinkedIn Profile    | Select One          |
| Mobile Phone Number | Mobile Phone Number |
| City                | City                |
| State               | State/Region        |
| Country             | Country/Region      |

<Warning>
  No two Clodura.AI fields may be mapped to the same Zoho destination field within a single tab. Custom field mapping — adding Zoho fields not available in the dropdown lists — is not supported.
</Warning>

Modal navigation controls:

* **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.

<Tip>
  If you need to temporarily stop pushing data to Zoho, switch the Enable toggle **OFF**. Your authorization and field mapping are preserved, so re-enabling takes only a single click.
</Tip>

## Pushing Contacts to Zoho CRM

Once the integration is active, export prospects from Clodura.AI's People Search directly into Zoho CRM.

<Steps>
  <Step title="Search for contacts">
    Run a people search in Clodura.AI and apply your filters to identify target prospects.
  </Step>

  <Step title="Select contacts">
    Use the checkboxes in the results grid to select one or more contacts.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign an owner">
    Use the **Assign To** dropdown to select the Zoho CRM user who will own the newly created records.
  </Step>

  <Step title="Confirm the export">
    Click **Ok** to start the transfer. Click **Close** to cancel without exporting.
  </Step>
</Steps>

<Note>
  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.
</Note>

## Export Confirmation and Verification

After the export completes, Clodura.AI notifies you through two channels:

<CardGroup cols={2}>
  <Card title="In-App Notification" icon="bell" href="/docs/integrations/zoho#export-confirmation-and-verification">
    A notification appears within Clodura.AI confirming that the records were transferred successfully.
  </Card>

  <Card title="Email Notification" icon="envelope" href="/docs/integrations/zoho#export-confirmation-and-verification">
    An email confirmation is sent to your registered address once the records are live in Zoho CRM.
  </Card>
</CardGroup>

Log in to Zoho CRM and check the **Contacts** (or **Leads**) and **Accounts** modules to confirm the new records appear with the field values defined in your mapping.

<Info>
  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.
</Info>