SpecStream for Zoho CRM

What you get

• A tag from each moduleZoho keeps its tags per module. Pick one from Accounts, Contacts, or Leads and every record in the send carries it.
• Workflow rules stay quietSpecStream writes with Zoho's triggers off, so a new lead doesn't set off your workflow rules, approvals, or blueprints.
• Resends update the same recordAccounts are found by website, contacts and leads by email. Next week's send updates the record a rep already touched.

Where it works

• Connections in SpecStreamSign in with Zoho and send any list, in any data center.
• Zoho MarketplaceComing soonInstall SpecStream from inside Zoho CRM.

Set it up

1. 1Open Connections in SpecStream, choose Zoho CRM, and click Sign in to Zoho CRM with the account you use for your CRM.
2. 2Add records as accounts, contacts, or leads, pick a tag from that module, and map each detail to a Zoho field, custom fields included.
3. 3Review the first record as Zoho CRM will show it, send, and turn on Keep sending so new matches arrive under the same tag.

The full setup guide has every step, with what to do if something doesn’t arrive.

• HubSpotCompanies and contacts, filed in a static HubSpot list
• SalesforceAccounts and leads, with leads in an active campaign
• PipedriveOrganizations and people, under one Pipedrive label
• AttioCompanies and people, as entries in an Attio list
• FreshsalesAccounts or contacts, with contacts added to a list
• BullhornComing soonHiring companies, with their contacts on a tearsheet