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Zoho CRM Integration

API, Webhooks and Integrations

When someone replies positively to your cold outreach, you want that lead in front of your sales team, not sitting in a separate inbox. The Zoho CRM integration pushes every positive reply into Zoho as a real deal, with the full email conversation attached.

The integration is part of the Scale plan. Each Reachkit workspace connects to one Zoho CRM organization, and Reachkit works with every Zoho data center (US, EU, India, Australia, Japan, and the rest) automatically.

Connecting Zoho CRM

  1. In Reachkit, navigate to Settings
  2. Select the Integrations tab
  3. In the CRM section, click Connect on the Zoho CRM row
  4. Sign in to Zoho and approve the requested permissions (access to contacts, deals, and notes)
  5. You’ll be redirected back to Reachkit

To save you a step, Reachkit auto-selects your default Zoho pipeline and its first stage so the integration starts working immediately. You can change these any time from Settings > Integrations by clicking Manage on the Zoho CRM row.

What gets synced

The first time a conversation becomes positive, Reachkit pushes three things to Zoho:

  • A contact, matched by email. If a contact with that email already exists, Reachkit reuses the existing record and your existing data is preserved.
  • A deal in your chosen pipeline and stage, named after the lead’s company (or their name and email if there’s no company), linked to the contact.
  • The full email thread, with each message logged as a note on the deal. Every note carries the sender, date, subject, and message body, so the whole conversation reads in order on the deal.

After the initial sync, every new message in the conversation is automatically logged to the same deal as another note. The deal keeps up as the conversation unfolds.

What counts as a “positive” reply

Reachkit uses AI to classify every incoming reply. These four categories trigger a sync:

  • interested
  • meeting_requested
  • referral
  • needs_more_info

If the AI mislabels a reply, you can manually relabel it from the unibox. Setting any conversation to one of the labels above triggers the same sync immediately.

Changing or removing the connection

To change the pipeline or stage where new deals land:

  1. Go to Settings > Integrations
  2. Click Manage on the Zoho CRM row
  3. Pick a different pipeline or stage and click Save Zoho settings

If you rename a stage inside Zoho, reselect it here so new deals keep landing in the right place.

To disconnect:

  1. Click Manage on the Zoho CRM row
  2. Click the trash icon and confirm

Disconnecting stops future syncs but leaves all existing contacts, deals, and notes in Zoho exactly as they are. Reconnecting later resumes syncing for new positive replies.

Common questions

Does this overwrite my existing Zoho contacts?

No. Reachkit matches contacts by email and reuses existing records. The new deal and notes get attached to the existing contact, and your existing fields are left alone.

What about positive replies I already have when I first connect Zoho?

New positive replies (after you connect) sync automatically. To push an existing positive conversation that’s already in your unibox, open it and click Sync to CRM.

What if the AI miscategorizes a reply?

Open the conversation in the unibox and change the label manually. If you change it to one of the positive categories, the sync fires immediately.

What happens if a contact replies again after the sync?

The new message is logged to the existing deal as another note. No duplicate deal is created.

What happens if I relabel a positive conversation as not interested?

The contact, deal, and notes already in Zoho stay there. Reachkit does not delete them, since your sales rep may already have started working the deal. If the deal is no longer relevant, delete it manually in Zoho.

My Zoho session expired - do I need to reconnect?

No. Reachkit refreshes its own access tokens automatically. You only need to reconnect if you actively revoke the integration from inside Zoho.

Are unsubscribes synced to Zoho?

No. Unsubscribe state lives on the lead in Reachkit and is not pushed to Zoho.