How to integrate with Zoho

You will learn

Learn how to integrate Klaviyo with Zoho's CRM service. After completing these steps, you'll be able to use your leads' custom property data from Zoho to personalize messages in Klaviyo.

Before you begin

Please note that Klaviyo's Zoho integration only syncs Zoho leads, and not Zoho contacts/customers. Only leads with a valid email address can sync.

Add the Zoho integration

1. In Klaviyo, select the Integrations tab.
2. Click Explore apps, search for Zoho, and click the card. Then, click Install.
3. Click Connect to Zoho.
   

4. Log in to Zoho if needed, select the organization you want to connect, and accept the permissions.
5. Back in Klaviyo, select your Zoho CRM timezone from the dropdown. This must be the same timezone as your Zoho account.
   

6. To sync additional fields, select Sync additional Zoho CRM fields and enter a comma-separated list of API names in Field API names.
   • The Field API names input must use the API names for the fields from Zoho. Locate the API field names by clicking on the gear in the top right-hand corner of your Zoho account. Then, under Developer Space, select APIs > API Names. Click on Leads to see the field names, along with their corresponding API names.
     

7. When you are done, click Complete setup.

Monitor the Zoho sync and verify data

Allow at least 15 minutes for the Zoho sync to complete. Following the initial integration setup, your Zoho leads data syncs with Klaviyo once an hour.

The initial sync imports leads updated within the last 10 years that have a valid email address. Klaviyo creates or updates their profiles with the default properties and any optional fields you select in the integration settings.

To check synced lead data, create a segment using the Lead Status property. This groups profiles where Lead Status is set. It can leave out Zoho leads without a status and include profiles where another source set the same property.

1. In Klaviyo, navigate to Audience > Lists & segments.
2. Click Create and choose Segment.
3. Give your segment a descriptive name and any tags you'd like. If a side panel opens for these details, click Create segment to open the segment builder.
4. Set the segment definition to: Properties about someone > Lead Status > is set.
   

5. Click Create segment.
6. Compare profiles in this segment with the corresponding leads in Zoho to check the synced properties. To check a lead without a Lead Status value, open their profile under Audience > Profiles.

Data synced from Zoho

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
• Street
• City
• State
• Zip Code
• Country
• Lead Status
• Email Opt Out

This information is viewable in each Klaviyo profile synced from Zoho. Use the Lead Status segment discussed above to review profiles with that property set.

Email Opt Out is synced as a custom property. It does not automatically unsubscribe or suppress a profile in Klaviyo. Exclude leads with Email Opt Out set to true from your email marketing.

Update to our new Zoho integration

To update to the new integration, you need to re-authenticate Klaviyo with Zoho:

1. In Klaviyo, click the Integrations tab.
2. Select Zoho from the list of enabled integrations.
3. In the upper right corner, click Manage integration.
4. Select Re-authenticate.
5. Click Accept on the Zoho permissions page.

Your integration has now been updated.

While not necessary, you may wish to remove the deprecated Klaviyo app from your Connected Apps in Zoho. To do so, follow Zoho's guidance on revoking OAuth tokens.

Outcome

You've now integrated with Zoho and reviewed your synced data.

Additional resources