Editing integration settings requires Admin or Manager access in Lusha. You must also be a Zoho admin to activate the integration.
How to connect Zoho
1
Log in and open your account menu
Log in to your Lusha dashboard and click your name in the left navigation.
2
Select Zoho in Integrations
Go to the Integrations tab and select Zoho.
3
Connect to Zoho
Click Connect - you’ll be redirected to the Zoho login page.
4
Sign in and continue to field mapping
Sign in to Zoho if prompted, then click Continue to field mapping.
5
Review the record types
In the Field mapping environment, you’ll see three record types: Accounts, Leads, and Contacts.
6
Enable overwriting existing records
To update existing records in your database, toggle on Allow Overwrite.
When adding a new field, the field type must match the Lusha field type. Each mapped field determines which Zoho field will be updated by Lusha.
Adding predefined value fields
1
Choose the record type
Choose the record type (Accounts, Leads, or Contacts).
2
Add a predefined value field
Click + Add field and select Predefined Value.
3
Select the Zoho field
Select a Zoho field from the available options.
4
Enter the predefined value
Enter the predefined value.
5
Save your changes
Click Save changes before switching tabs.
Conditional field mapping
Conditional field mapping lets you set a follow-up field update whenever an email or phone field is enriched - useful for routing leads or marking contacts as enriched.1
Open advanced mapping for a field
In the Field mapping environment, click Advanced next to the Email 1 or Phone 1 Lusha field.
2
Define the follow-up field
Click the Map dropdown and enter a text value to define the predefined field that updates after the parent field is enriched.
3
Apply and save
Click Apply, then Save Changes at the bottom of the page.
Account export preferences
Admins can control which object types users can export to Zoho. When the toggle is off, users can only save contacts to existing Zoho accounts - not create new ones.You can export up to 50 contacts at a time to Zoho. These settings apply to all team members in your account.
Default field mapping
If you modify your field mapping and need to revert to the original settings, use the tables below as a reference.Lead
Contact
Account
You’re all set - Lusha will now push enriched contact, lead, and account data directly into Zoho whenever you reveal a contact.