How to Integrate with Zoho

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Overview

This article walks you through integrating with Zoho - specifically, integrating with Zoho’s CRM service. After completing this guide, you will be able to use your leads' custom property data from Zoho to personalize messages in Klaviyo.

Add the Zoho Integration

Navigate to the Integrations tab in your Klaviyo account.

Click All Integrations and type Zoho into the search box at the top of the page.

Then, click Add Integration.

Add Zoho integration to Klaviyo

Select your Zoho CRM timezone from the dropdown. This must be the same timezone as your Zoho account.

Next, add any optional fields you want to sync from Zoho in the Optional Fields input using a comma-separated list. Ensure there are no spaces between commas.

Select timezone and add any optional fields to Zoho integration

The Optional Fields input must use the API names for the fields from Zoho. Locate the API field names in Zoho by clicking on the gear in the top right-hand corner of your account Then, under Developer Space, select APIs > API Names. Click on Leads to see the field names, along with their corresponding API names.

View all field names in Zoho

Click Authorize with Zoho to be redirected to Zoho for authentication. You may be prompted to log in. On the following page, click Accept to complete the connection between Klaviyo and Zoho.

Authorize Zoho connection for Klaviyo

You’ll then be directed back to Klaviyo. If your integration was successful, you’ll see a green success message above the integration options.

Green success message from successful Zoho integration

If needed, you can edit the timezone and optional fields later on. Click Update Zoho Settings when done.

Monitor the Zoho Sync

Allow at least fifteen minutes for the Zoho sync to complete. To confirm your integration is complete, check that the Zoho integration on your Enabled Integrations list has a green bar on the left.

Verify green bar next to Zoho integration

Following the initial integration setup, your Zoho leads data syncs with Klaviyo once an hour.

Verify Data

Once you integrate and sync Zoho with Klaviyo, all of your Zoho leads will be imported to Klaviyo with the default customer properties, as well as any optional fields you set in the integration settings.

To verify this, create a segment of the Zoho leads using the Lead Status property. This will group all the profiles in your account that were imported from or updated with data from Zoho.

Create segment based on lead status Zoho property

Compare the people in this segment with the leads in your Zoho account; the lists should match.

Zoho Metrics

Unlike other integrations, there is no viewable metric from Zoho, but Klaviyo does sync the following information for each Zoho lead:

  • Email
  • First Name
  • Last Name
  • Company
  • Phone
  • City
  • State
  • Zip Code
  • Country
  • Lead Status
  • Email Opt Out

View Zoho information in Klaviyo customer profile

This information is viewable in each Klaviyo profile synced from Zoho. To view all Zoho leads at once, you can use the Lead Status segment discussed above.

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