Zoho CRM + Revenue Force
Sign in with Zoho CRM to import contacts with their custom fields and tags, and write outcomes back as activity.
Keeps every qualified opportunity tied to your CRM
Zoho CRM connects to your Revenue Force workspace, so opportunities are developed from the people already in your system of record. Contacts and their custom fields come in to personalize the outreach, and approved outcomes are written back, so you see the opportunity and the conversation in both places without a single export.
Zoho CRM in, execution under the standard you set, outcomes back to you.
Contacts + custom fields
Written back as activity in Zoho CRM, off until you enable it.
What flows in
From Zoho CRM into your Revenue Force workspace: the contacts, companies, and custom fields the outreach personalizes from.
- Contacts and leads with custom fields and tags
- Views and filters into your contact book or a campaign
- Fields and tags become personalization merge variables
What flows back
From Revenue Force into Zoho CRM: the outcomes you approve, so the system of record reflects what actually happened. Off by default, on when you say so.
- Reply state, qualification, and opportunity outcomes written back as activity
- Unsubscribes kept in sync with Zoho
- Write-back off until you enable it: you choose which events leave
Connected in a couple of minutes.
Custom fields and tags carry through as merge variables: background, resumable imports with verification, do-not-contact, and dedupe on every record. Qualified opportunities are recorded back in Zoho once write-back is on.
Click Connect and sign in with Zoho (OAuth)
Authorize the workspace-scoped connection
Choose what to import and, optionally, enable write-back
Your account. Your workspace. Your call.
Connecting Zoho CRM imports on your terms and writes back only what you approve. The connection is yours, scoped to your workspace only, and off-by-default write-back means nothing changes in Zoho CRM until you turn it on.
Write-back is off by default
Contacts import when you choose. Reply state, qualification, and qualified opportunity outcomes flow back into Zoho CRM only after you enable them, event by event, never automatically.
Scoped to your workspace only
Your account, your token, your data. A connection lives in one workspace and is never shared across tenants.
Disconnect in one click
Change your mind anytime. Disconnect and the stored credential is cleared immediately. No email, no waiting.
Human approval is the default starting point. Revenue Force proposes, you review, and autonomy increases only when you choose, connection by connection. You set the pace.
Everything a careful buyer should ask.
Is Zoho CRM available now?
It is fully built and rolling out: it activates as soon as our Zoho OAuth credentials are live. Connecting is a standard Sign in with Zoho.
Do custom fields and tags import?
Yes. Both carry through and become personalization variables.
What flows back to Zoho?
Reply state, qualification, opportunity outcomes, and unsubscribes, but only once you turn write-back on.
Is it scoped to my workspace?
Yes. OAuth, per workspace, disconnect in one click.
Ready to run Revenue Force on Zoho CRM?
Book a Revenue Force call to see how the people already in Zoho CRM become qualified opportunities: the target market you define, the standard an opportunity has to meet, and which outcomes flow back to your system of record.