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Zoho CRM

Learn how to track your heyflow’s responses as Leads or Contacts in Zoho.

Updated over a month ago

⭐ Available on the following plans: Pro, Agency, Business

👀 Not sure which plan you're on? Check your subscription here.

Map Heyflow fields to Zoho fields to easily send information from your heyflow to Zoho and track incoming responses as Leads or Contacts.

Follow up on new leads quickly and manage your sales pipeline more efficiently.


Important to note

❗ All data that you want to map needs to have a System Label set (alternatively, the field needs to be set as a variable)

❗ The information from your heyflow will overwrite existing Zoho data (in case a lead or contact already exists with the same email address).


Setup

Connecting your account

  1. Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”

  2. Click on “Connect to Zoho”, a pop-up window will appear and ask you to provide your Zoho credentials

  3. After authenticating with Zoho, select the Zoho account you would like to connect to and click on “Choose Account”.

Choosing the object

Select the Zoho object you want to create as soon as a response is sent, between

  • Leads or

  • Contacts

❗ It's only possible to send the data to one of these object types, not multiple.

Mapping data fields

  1. Choose a Heyflow field and map it to the corresponding field in your integration. You can select from:

    • built-in fields like Heyflow ID, Referrer, URL (with parameters), or A/B test ID and version;

    • a static text input to send fixed values (e.g. an identifier that will only be sent to the integration);

    • or any input field from your flow.

  2. Repeat this process for all relevant fields and click on “Save changes” afterward

  3. And that’s it, you will now receive your responses in Zoho!

🔎 You can only forward individual file uploads, as each upload generates a single link. If you need to collect multiple files, you can add multiple Upload blocks to your flow. Learn more about Uploads here.


URL Parameter Tracking

If you want to pass URL/UTM parameters from your flow to Zoho, you need to set up a hidden input field to capture the data. Once set up, you can map these input fields to corresponding fields in your response handler of choice.

The UTM parameters will then be automatically passed along with each response—without your visitors noticing. 🚀

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