Zoho Integration

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Overview

This article will walk you through integrating Zoho with Klaviyo. After completing the steps outlined in this guide, you will be able to use your leads' custom property data from Zoho to personalize emails in Klaviyo.

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. Click on All Integrations, then locate the Zoho integration towards the bottom of the alphabetical list and select Add Integration. You will be prompted to set your timezone, add optional fields, and authorize with Zoho.

authorizezoho.png

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.

Note: The Optional Fields input must use the API names for the fields from Zoho. You can locate the API field names in Zoho by going to Settings and then selecting Developer space > APIs > API Names. Click on Leads to list out the field name along with its corresponding API name.

Click Authorize with Zoho to be redirected to Zoho for authentication. On the next page, click Accept to complete the connection from Klaviyo to your Zoho account. Clicking Accept will direct you back to Klaviyo where you can edit the timezone and optional fields added above.

acceptzoho.png

To confirm your integration is complete, check that the Zoho integration on your Enabled Integrations list has a green border around it. 

Once you integrate and sync Zoho with Klaviyo, your Zoho historical leads will be imported to Klaviyo with the default customer properties, as well as any optional fields you set in the integration step. Following the initial integration setup your Zoho lead data syncs with Klaviyo once an hour.

Understand Your Synced Zoho Data

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 all 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.
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