If you're using Zoho CRM to manage your customer relationships, you can now supercharge your communication with Salesmsg - without breaking your existing workflows.
This integration is built for business owners, sales teams, and fast-growing organizations that want to keep everything in sync and talk to customers faster - all without switching tabs.
đ How to Connect Zoho CRM to Salesmsg
Go to Settings
From the left-hand menu, click on Settings.
Open the App Marketplace
In the Settings sidebar, select App Marketplace.
Find Zoho CRM
In the Marketplace list, scroll down or use the search bar to find Zoho CRM.
Select Zoho CRM
Click on the Zoho CRM integration card.
Connect Zoho CRM
In the integration window, click the Connect button.
Sign in to Zoho
A new window will appear prompting you to log in with your Zoho CRM account credentials.
Grant Permissions
Review the requested permissions and click Allow/Accept to give Salesmsg access to your Zoho CRM account.
Integration Confirmed
Once connected, youâll see a confirmation in Salesmsg, and Zoho CRM will be listed under My Integrations.
Zoho Integration Section
When your Zoho CRM integration is connected, new sections appear in the Integration UI to give you clearer insight into your setup:
Settings Tab: Automatically visible once Zoho is connected.
Sync Section: Includes a dropdown to view sync type â 1-way or 2-way sync (default: 2-way; 1-way is disabled).
Field Mapping Section: Displays default mapped fields â First Name, Last Name, Phone, and Email â greyed out to indicate theyâre fixed and uneditable.
These additional UI sections make it easy to review your Zoho sync configuration and understand exactly how your data flows between systems.
đ One-Click OAuth Setup
Connect Salesmsg to Zoho CRM in just a few seconds using our secure OAuth-based authenticationâavailable directly from the Salesmsg App Marketplace.
No complicated setup or IT involvement needed. Youâll be up and running in under 2 minutes, with full confidence that your connection is safe and secure.
đ Real-Time Contact Sync
Once connected, Salesmsg automatically syncs your core contact fields with Zoho CRM, including:
First Name
Last Name
Email
Phone Number
This two-way sync keeps your data aligned across platformsâso you never have to enter the same info twice or worry about outdated records.
đ Smart Contact Search
Need context fast? You can search your synced Zoho contacts directly from any Salesmsg conversation.
Just type a name, email, or phone number, and Salesmsg will instantly surface that contactâs detailsâwithout ever needing to leave the messaging view.
âď¸ Easy Integration Control
Youâll have full visibility and control over your integration from one central place.
Through the Salesmsg App Marketplace, you can monitor sync status, reconnect if needed, or disconnect entirely. No surprises. No confusion. Just simple, clear control over how your Zoho CRM connection works.
Frequently Asked Questions
How quickly do contact updates sync between platforms?
Contact updates from Salesmsg to Zoho CRM sync within 2 minutes, while updates from Zoho to Salesmsg sync within 10 minutes. This ensures near real-time data consistency across both platforms for core contact fields.
What contact fields are synchronized between platforms?
The integration syncs essential contact information including first name, last name, email address, and phone number. These core fields ensure consistent contact identification and communication across both platforms.
What happens to existing contacts when I connect the integration?
The integration performs a full historical backfill of your Zoho contacts into Salesmsg upon initial connection. Existing contacts are matched by phone number and email to prevent duplicates, and missing contacts are automatically created.
What if I have invalid phone numbers in my Zoho CRM?
The integration includes smart validation that prevents contacts with invalid phone numbers from being created in Salesmsg. You'll receive clear error messages for any contacts that cannot be synced due to formatting issues, helping you maintain data quality.
Can I disconnect the integration without losing data?
Yes, you can safely disconnect the integration at any time. Your contact data remains intact in both platforms, and previously synced contacts will show a "Reconnect" option that allows you to easily restore the integration when needed.
Are messaging activities logged in Zoho CRM?
Currently, the integration focuses on contact information synchronization. Messaging activities and conversation histories remain within Salesmsg, while contact profile updates flow between both platforms to maintain data consistency.
Related Articles
Need Help? âđť
Contact us on live chat or send an email to us at [email protected].