Integrate with Zoho

Overview

This article will walk you through integrating Zoho with Klaviyo. After completing the steps outlined in this guide, you'll be able to personalize and target emails based on each lead's custom property data from Zoho.

From Zoho, Klaviyo will sync all leads from Zoho along with the following information about each lead:

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

Add the Zoho integration

Navigate to the Integrations tab in your Klaviyo account. Find the Zoho integration on the All Integrations list and click Add Integration.

You will be brought to a page that looks like this:

647880Add your Zoho Auth Token in to the Auth Token input. Next, add any optional fields you want to sync from Zoho in the Optional Fields input with each field separated by a comma.

Click Connect to Zoho to authenticate your auth token and connect Klaviyo to your Zoho account. 

Your integration will be complete once the Zoho integration on your Enabled Integrations list has a green border.

Understand your Synced Zoho Data

Once you integrate and sync Zoho with Klaviyo, your Zoho leads will be imported to Klaviyo with the default customer properties from when you integrated Zoho, as well as any additional options you set in the integration step.

Klaviyo imports all of your Zoho leads. By default, all leads from Zoho will have a Lead Status property set on their profile. To verify this, you can create a segment of everyone who has Lead Status set on their profile in Klaviyo. This will give you a segmented list of all of the profiles in your account that were imported from or updated with data from Zoho. 

To verify this, you can compare the people in this list with the leads in your Zoho account, and you should see that they match up to be the same. 
647881

Was this article helpful?
0 out of 0 found this helpful