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Zoho CRM

Send live web data to Zoho CRM as accounts, contacts or leads. Every record arrives with why it matches and the pages it came from, and SpecStream looks for the same website or email in Zoho CRM before it adds anything.

What you need

  • A SpecStream account. Starting is free.
  • A Zoho CRM account that can create accounts, contacts or leads, in any Zoho data center: the US, Europe, India, Australia, Japan, the UK, Canada, Saudi Arabia, the UAE or Singapore.
  • Results from a finished request. An imported file needs its matches found first.

  1. 1. Connect Zoho CRM

    Install SpecStream from Zoho Marketplace, or open Connections in SpecStream, choose Zoho CRM and click Sign in to Zoho CRM.

    Connect Zoho CRM, the Account step
    Nothing is sent until you review an export.

    Sign in with the account you use for your CRM. Zoho asks you to approve:

    • Accounts, Contacts and Leads, read and write, to look for records you already have and to create or update them. SpecStream can't delete records.
    • Fields and tags, read, to show your fields, including custom ones, when you map, and to show your tags.
    • Search, read, to find an existing record by website or email before creating one.

    SpecStream doesn't read or write deals, activities, notes, emails or campaigns.

  2. 2. Choose where records go

    Add each record as an account, a contact or a lead, and decide what happens when Zoho CRM already has it: fill it in and update it, or leave it as it is. A tag is optional; every record in the batch carries it, so this week's results are easy to find. Then pick the collection the records come from and select the ones to send.

    Connect Zoho CRM, the Destination step

  3. 3. Match the fields

    Choose the Zoho CRM field for each detail, in Zoho's own names: a phone number to Phone, an industry to Industry, a rating to a number field you made for it. Fields you don't map aren't sent, and read-only fields don't appear. Each record can also carry why it matches and the pages it came from.

    Connect Zoho CRM, the Columns step

    An account needs a website or domain. A contact or lead needs an email address the source published; SpecStream never guesses one.

  4. 4. Review and send

    Review shows exactly how the first record arrives in Zoho CRM. Send the records, and turn on Keep sending to send the collection's new and changed records to the same place with the same mapping, including what a monitor finds on its schedule.

    Connect Zoho CRM, the Review step

    Once Zoho CRM is connected, send from any collection too: select results, open Export and choose Zoho CRM under Send to.

    The Export menu, with Zoho CRM under Send to

Matching

Before it creates anything, SpecStream searches Zoho CRM: accounts by website, contacts and leads by email address. A match is updated or left alone, as you chose. If a result matches more than one record, nothing is written for it, so you don't get duplicates. If a write times out, SpecStream checks what arrived instead of writing it again.

Records only

SpecStream's writes don't run your workflow rules, approvals or blueprints, so nothing sends an email or assigns a cadence because a record arrived.

Cost

Sending results to Zoho CRM costs nothing. Requests are paid from your SpecStream balance, and each one shows the most it can cost before it starts. See balance, quotes and billing.

Disconnect

Disconnect from Connections in SpecStream, which also revokes SpecStream's access in Zoho, or remove SpecStream under Connected Apps in your Zoho account settings, which stops it at once. Records already in Zoho CRM stay there. The other tools SpecStream connects to are in Connect your tools; for help, email [email protected].