How to Integrate UpLead with Zoho CRM
UpLead offers seamless integration with Zoho CRM, allowing you to enrich your CRM data with verified B2B contacts.
In this article you will find:
Connecting UpLead with Zoho CRM for the first time
1. Access the CRM Integration Settings
To begin the integration:
Log in to your UpLead account.
Click on your profile name in the bottom-left corner.
Select Connect to my CRM.
From the list of available CRMs, choose Zoho CRM.
2. Connecting via OAuth 2.0
UpLead uses OAuth 2.0 for secure authentication with Zoho CRM:
After selecting Zoho CRM, you’ll be redirected to the Zoho login page or authorization screen if you're already signed in.
Log in to your Zoho account and grant UpLead the required permissions.
Once authorized, you’ll be returned to UpLead, and the integration will be established.
Note: Make sure the Zoho user account you connect has the necessary permissions to create and update the records and fields that will be mapped from UpLead.
Custom Field Mapping
UpLead allows you to map both standard and custom fields to Zoho CRM fields, helping you maintain data consistency across platforms.
1. Navigating to Customization Settings
In UpLead, go to Profile → Customize Integration.
Choose the appropriate tab: Contact, Company, or Lead, depending on what you are pushing from UpLead.
2. Adding / Mapping Custom Fields
Click on “+ Add field”.
In the dialog:
Field Name: Enter the API name of the Zoho CRM field.
Mapping Type: Choose between:
Predefined: Map the field to an existing UpLead field.
Custom Value: Define a constant value or map the field to a specific UpLead API attribute.
Save your mapping.
Important Considerations:
Make sure you use the correct API field names from Zoho CRM to ensure mappings are accurate.
The Zoho field must already exist and be compatible with the value being pushed, including its field type and allowed values.
If a field is mapped incorrectly or there is a type mismatch, the record push may fail.
Excluding Fields from the Data Push
To avoid exporting unnecessary or problematic fields to Zoho CRM, you can exclude specific fields from being pushed.
Configuring Field Exclusions
In UpLead, go to Profile → Customize Integration.
Select the tab for the object you're pushing: Contact, Company, or Lead.
In the sidebar, locate the “Exclude Fields” section.
Check the boxes next to the fields you do not want to export.
Click Save to apply your changes.
Important Considerations:
Do not exclude fields that are mandatory in Zoho CRM, as this may cause the record push to fail.
Exclusion settings are tab-specific. Excluding a field under Contact does not exclude the same field under Company or Lead.
Field exclusions can help prevent unnecessary data from being pushed and reduce errors caused by fields that require specific values.
Company Matching
When pushing data from UpLead to Zoho CRM, companies are matched using the company website as the identifier.
This means that:
If the UpLead company website matches the website of an existing company in Zoho CRM, the existing company will be matched.
If the website is different, Zoho CRM will treat the company as a different company and create a new company record.
Companies with different website values will not be considered a match, even if other company information, such as the company name, is the same.
Important: Make sure the company website is accurate and consistently formatted in your Zoho CRM data to avoid creating duplicate company records.
FAQ
Q: What Zoho CRM permissions do I need for the integration?
A: The Zoho user account connected to UpLead needs permissions to read, create, and update the relevant CRM modules and any custom fields you are mapping.
Q: How are companies matched when pushing data to Zoho CRM?
A: Companies are matched only by website. If the website of the UpLead company matches an existing company in Zoho CRM, the existing company will be matched. If the website differs, UpLead will create another company record in Zoho CRM.
Q: What happens if two companies have the same name but different websites?
A: They will be treated as separate companies. The company website is the identifier used for matching, so a different website will result in a new company record.
Q: Can I modify existing field mappings after setup?
A: Yes. Go to Profile → Customize Integration, select the appropriate Contact, Company, or Lead tab, and edit or remove your field mappings as needed.
Q: How can I disconnect Zoho CRM from UpLead?
A: Navigate to your CRM integration settings in UpLead and manage or disable the Zoho CRM connection from there.
Q: Why might my record pushes to Zoho CRM fail?
A: Common reasons include:
Field type mismatches.
Missing required Zoho CRM fields.
Invalid data formats.
Picklist or dropdown values that do not match the allowed values configured in Zoho CRM.
Insufficient permissions for the connected Zoho user.
You should double-check your field mapping and exclusion settings in UpLead, as well as the field definitions and permissions in Zoho CRM.
Next Steps
Still need help? Contact UpLead Support for assistance.