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How to Integrate UpLead with Zoho CRM

UpLead offers seamless integration with Zoho, allowing you to enrich your CRM data with verified B2B contacts.​

Uplead Support avatar
Written by Uplead Support
Updated over 2 weeks ago

In this article you will find:

Navigating to the Integration Page

  1. In your UpLead account, go to Profile (bottom left).

  2. Select Connect to my CRM.

  3. From the list of available CRMs, select Zoho CRM.

  4. You will be redirected to Zoho’s login / authorization page. Ensure you use a Zoho user account with the correct permissions.

Connecting via OAuth 2.0

UpLead supports OAuth/OIDC authentication for Zoho CRM.
Steps:

  • Select Zoho CRM from the list.

  • If you’re already logged in to Zoho, you will be taken to a confirmation screen; otherwise log in.

  • Grant UpLead the necessary permissions to create/read/update relevant records (Contacts, Leads, Accounts/Companies).

  • Make sure the Zoho user your connect under has the right privileges to create and update records.

Field Mapping, Custom Fields & Data Push

Standard Field Mapping

  • In UpLead: Navigate to Profile → Customize Integration.

  • Choose if you want to sync you contact data as Leads or Contacts

  • The UpLead standard fields (like Company Name, Domain, Contact Email, Title) are already mapped to the corresponding fields in Zoho.

Custom Fields

  • UpLead allows you to push custom fields into your CRM.

  • To add a custom field mapping:

    1. In UpLead, go to Profile → Customize Integration → select Contact, Company or Lead tab.

    2. Click “+ Add field”.

    3. Provide the field name (use the exact API name from Zoho).

    4. Choose mapping type: either predefined UpLead field or custom value (constant or from UpLead API).

  • Field types you can map:

    • Predefined UpLead fields.

    • Custom value fields (enter constant or UpLead API attribute).

  • Always ensure the Zoho field exists and is compatible (type, allowed values) with what you will send.

  • More information can be found in the How to Push Custom Fields into Your CRM from Uplead article.

Excluding Fields & Data Control

  • Sometimes you may not wish to push all fields from UpLead into Zoho. UpLead supports exclusion of fields.

  • To configure field exclusions:

    1. In UpLead: Profile → Customize Integration.

    2. Select the tab (Contact, Company or Lead).

    3. Locate the “EXCLUDE FIELDS” section.

    4. Check the boxes for fields you want to skip pushing.

    5. Click Save.

  • Important considerations:

    • Do not exclude fields that are required by Zoho, otherwise the push will fail.

    • The exclusions apply tab‑by‑tab: settings for Contact do not affect Company or Lead.

  • Using exclusions can help you avoid pushing inaccurate or unnecessary data, or avoid errors when a field in Zoho expects specific values.

  • More information can be found in the How to Exclude Fields from the Contact Push to Your CRM article.

Best Practices & Tips

  • Use unique identifiers (such as domain name or record ID) to match existing Accounts/Companies in Zoho and avoid duplicates.

  • For custom picklist/dropdown fields in Zoho, ensure the value you push matches exactly one of the allowed options, otherwise map the value to a free‑text field or exclude it.

  • Restrict push to only the fields you need; use field exclusions to reduce noise and prevent unintended updates.

  • Ensure that the user connecting Zoho has full permissions for the modules you will update (create, read, update).

  • Periodically review your mapping: when Zoho adds new custom fields or UpLead adds new data attributes, update mapping accordingly.

Next Steps

Still need help? Contact UpLead Support for assistance.

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