How to Connect Leadzpipe to Zoho CRM

Many customers use Zoho CRM to manage sales, contacts & marketing automation. With our pipe integration, you can send leads and sales data captured from Facebook ads, Hosted webforms to your Zoho CRM in real-time!

This doc will cover

• Setting up the connection
• Functionalities of the integration

Before getting started the most important step before getting started is to create an Welcome Email if you haven’t created one. Click here to get started.

Setting up the Zoho CRM integration #

For a quick setup example, we will integrate the Facebook lead form as a source. You can also use ‘Web Form’ as a source.

Step 1: #

Click “Create Pipe”

Step 2: #

Select Source as ‘Facebook Lead Form if you want to sync Facebook Leads or select ‘Web Form’ if you want to sync website leads.
Select Destination as ‘Zoho CRM’.

Step 3: #

Connect a Facebook Ad Account From Which You Are Running Lead Generation Campaign Or Choose an Existing Account.

Step 4: #

Login With Your Facebook Account

Step 5: #

Choose Your Facebook Ad Account.
Select the Facebook Page from which you are running ads.
Select the Facebook Form.
If you want to sync ‘Existing Leads’ you can turn on the options ‘Sync Existing Leads’.

Step 6: #

Select Or Create Tag.
A Pipe name will automatically be named after the campaign name.
If your first field is ‘Full Name’ than your first field in the Leadzpipe section should be ‘Full Name’. If you don’t find a proper match for a field you can create an custom field from the dropdown on the Leadzpipe section.

Step 7: #

Connect New Zoho CRM Account

Step 8: #

Click “Connect an account” & Authorize Leadzpipe App

Step 9: #

Choose Account & Map Fields With LeadzPipe and then click on ‘Test Connection’ to check connection between Leadzpipe & Zoho CRM.
After this click on Next.

Step 10: #

Select Lead Recipient Or Add New Email

Step 11: #

Select Welcome Email Template. If you haven’t created one click here.

Step 12: #

Save Pipe