Skip to main content

How to connect Zoho CRM to your Source account

Updated this week

Zoho CRM → Source Integration Guide

  1. Install the Integration
    ​Step 1: Log into Source.
    ​Step 2: Click the gear Settings icon on the left navigation, then scroll down to the Integrations section.
    ​Step 3: Select CRMs, then select Zoho CRM.
    ​Step 4: Click Connect and sign into Zoho.
    ​Step 5: Approve the requested scopes.
    ​Step 6: Choose the modules to sync (e.g., Leads, Contacts, Accounts).
    ​Step 7: You will be redirected back to Source. Once authorized the integration is complete.

  2. Using the Integration
    Zoho CRM records will appear in Source for attribution. Map custom fields after the first sync if needed. Pair with ad platforms and the Pixel for full-funnel visibility.

  3. Disconnect Zoho CRM
    ​Step 1: In Source → Settings → Integrations → Zoho CRM, click Disconnect.
    ​Step 2: Confirm to stop syncing data.

  4. Uninstall the Integration from Zoho
    In Zoho Connected Apps / Developer Space / Tokens, remove Source to revoke access.

FAQs

  • Access required? Permission to authorize apps and read access to selected modules.

  • Custom fields/pipelines? Map post-sync where supported.

Initial sync time? Varies by data size.

Did this answer your question?