Overview
Zoho CRM integration enables you to export records from Lead Liaison into Zoho CRM. Person and company data is exported from the system into your CRM. This seamless integration allows salespeople to easily create new lead records in Zoho from multiple areas in Lead Liaison, such as the visitor tracking page or Prospect Profile.
Adding the Connector
Once this feature has been added to your account you'll see the application in the Lead Liaison App Cloud. Go to Settings > Integrations > App Cloud and install the app. Next, head to Settings > Integrations > Connectors and enter your credentials into the Zoho CRM Connector. Once you've successfully connected you'll see a prompt similar to the one below.
Easily Export Contacts
Export person and company data into Zoho CRM. Export one or more records simultaneously with a single button click.
Field Mappings
Required Fields
Fields in red font are required
Zoho Field | Lead Liaison Field |
First Name | First Name |
Title | Job Title |
Last Name | Last Name |
Company | Company |
Lead Source | Original Lead Source |
Industry | Industry |
Annual Revenue | Annual Revenue |
Phone | Work Phone |
Fax | Fax |
Website | Website |
No of Employees | Number of Employees |
Street | Street Address |
City | City |
State | State/Province |
Zip Code | Zipcode |
Country | Country |
Description | Description |
Salutation | Salutation |
Mobile | Mobile Phone |
