# Zoho CRM

> Create or update Zoho CRM leads, contacts, accounts and deals from submissions, and add notes and tasks.

Source: https://docs.formclick.io/html-forms/zoho-crm

The Zoho CRM integration turns each new submission into CRM records. You sign in with Zoho (OAuth 2.0). No API keys. Every Zoho data center is supported (US, EU, IN, AU, JP, CA, SA, CN).

## Actions

| Action | What it does |
| --- | --- |
| Create Lead / Contact / Account / Deal | Creates a new record in that module |
| Update Lead / Contact / Account / Deal | Finds the record by a field you choose (e.g. Email) and updates it. Optionally creates it when there is no match |
| Create Note | Adds a note to a record created by another action |
| Create Task | Creates a task, optionally related to a record created by another action |

Actions run in this order: accounts, contacts, leads, deals, then notes and tasks. A contact is linked to the account, and a deal to the contact and account, created from the same submission.

## Setup

### Step 1: Open the integration

Open your form → **Integrations** → filter **CRM** → **Zoho CRM**.

### Step 2: Connect

Click **Connect Zoho CRM**, sign in to Zoho and approve access. You return to Formclick connected, with your organization name and data center shown.

### Step 3: Add an action

Click **Add action** and pick one, e.g. **Create Lead**. Formclick loads that module’s fields from your CRM, including custom fields.

### Step 4: Map fields

For each Zoho field choose a **form field** or a **fixed value**. Fields Zoho requires (such as Last Name) are added automatically and must be filled. Use **+ Add a Zoho field** for more.

### Step 5: Test

**Test Field Mapping** shows the records that would be sent, without sending. **Send Test Submission** creates them in Zoho for real.

### Step 6: Activate

Leave **Active for this form** on and click **Save & Activate**.

## Field mapping

- Values are converted to the Zoho field type: numbers (“$1,250” → 1250), dates, date-times, checkboxes, pick lists (matched by label or value) and multi-select lists.
- Fixed values can include submission fields: `{{field_id}}`, plus `{{all_fields}}`, `{{form_name}}` and `{{submission_id}}`. Handy for note content.
- A warning appears when a form field’s type doesn’t fit the Zoho field (e.g. a text field into a number field).
- Lookup, file, formula and read-only Zoho fields can’t be set from a form and aren’t listed.

## Delivery & retries

- Submissions are always saved first. Zoho runs in the background and a Zoho error never affects the submission.
- Rate limits (`429`) and Zoho server errors are retried automatically with exponential backoff.
- Each submission creates a record at most once per action, even if a delivery is repeated.
- **Recent deliveries** in the integration lists each run with the Zoho record IDs. Failed ones have a **Retry** button that re-sends only the actions that didn’t succeed.
- Spam-flagged submissions are never sent.

## Permissions & security

Formclick asks to create, read and update leads, contacts, accounts and deals; create notes and tasks; read module and field settings; and read your organization name. Tokens are encrypted at rest and never shown in the browser. **Disconnect** revokes Formclick’s access in Zoho immediately.

## Troubleshooting

| Message | What to do |
| --- | --- |
| Reconnect needed | The authorization was revoked or expired. Click **Reconnect**. |
| Zoho CRM requires a field | Map that field to a form field or a fixed value. |
| Zoho CRM rejected the value for a field | The answer doesn’t fit the field (e.g. an invalid email or a pick-list value that doesn’t exist). |
| A record with the same … already exists | A unique field (often Email) is taken. Use an **Update** action instead of **Create**. |
| Formclick lacks permission | Reconnect and approve every requested permission. Your Zoho role must also allow the action. |