⭐ Available in the following bundle: Core Bundle (incl. in all plans)
⭐ Available on the following plans: Pro, Agency, Business
👀 Not sure which plan you're on? Check your subscription here.
Zoho CRM is a one of the most popular Sales CRM tools, automating sales processes and optimizing pipeline management. Connect Heyflow with Zoho to map your funnel fields to Zoho properties and track incoming Heyflow responses as Leads or Contacts.
With Heyflow's native Zoho CRM integration, you can:
Hand off leads seamlessly from funnel to CRM
Use Heyflow’s native Zoho integration to send submissions straight into Zoho - no external tools needed and easy to set up.Capture clean, structured lead data in Zoho
Create Leads or Contacts from Heyflow submissions and map Heyflow fields (including Heyflow ID/Response ID/Referrer/URL or static text) to Zoho properties.Create instant follow-up automation
Trigger Zoho workflows right after a Heyflow submission to follow up quickly and personalize your sales and marketing activities.
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
Within your heyflow, go to “Connect” and then to the tab “Response Handlers”
Click on “Zoho” under CRM & Lead Management and "Add account", a pop-up window will appear and ask you to provide your Zoho credentials.
After authenticating with Zoho, choose the Zoho account you would like to connect to and click on “Select 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
Choose a Heyflow field and map it to the corresponding field in your integration. You can select from:
built-in fields like Heyflow ID, Response 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.
Repeat this process for all relevant fields and click on "Connect" or “Save changes” afterward.
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. 🚀
Troubleshooting
If something goes wrong with your integration, an automatic email notification will be sent. The message includes the flow ID, response ID and a description of the error returned by your integration.
🔎 For a list of common issues and general recommendations, check out the Troubleshooting Guide for Response Handlers.