Zoho CRM

With the Zoho CRM integration, every contact you collect with Linq becomes a lead in Zoho CRM, with Linq as its lead source. That includes people who share their details from your card and people you add or scan yourself. When you edit them in Linq, the same lead is updated.

What you need

• Linq Business. Connected apps are part of Business, for you or for your whole team.
• A Zoho CRM account in any Zoho data center (US, EU, India, Australia and the others). Your Zoho user needs permission to create and edit leads.

Connect Zoho CRM

1. In Linq, open Integrations from the app’s menu (or Settings → Integrations) and go to Connected apps.
2. Select Connect next to Zoho CRM.
3. Sign in to Zoho, and allow Linq to create, update and read leads.
4. You come back to Linq, with Zoho CRM connected.
5. Select Send test. A sample lead, Jane Cooper (Linq test), appears under Leads in Zoho CRM. You can delete it.

Connect it for your whole team

A team’s owners and admins can connect Zoho CRM once for everyone, under Team → Integrations. Every contact the team’s cards capture then goes to Zoho CRM, whoever captured it. That includes contacts from a kiosk and your Business Card.

What’s shared with Zoho CRM

Zoho CRM field	What Linq puts there
First Name, Last Name	Their name. The last word goes in Last Name and the rest in First Name. A single name goes in Last Name.
Email	Their email address
Phone	Their phone number
Company	Their company
Title	Their job title
Website	Their website or LinkedIn
Lead Source	Always Linq
Description	Where you met, your tags, their message and their answers to your form’s questions, one per line

A description looks like this:

Met at: Web Summit
Tags: investor, follow up
Looking forward to the demo next week.
Team size: 11–50

Empty fields are left out. Not shared with Zoho CRM: your private notes and their consent record.

Linq only asks Zoho for access to leads. It never reads, imports or deletes anything else in your Zoho account. Linq keeps the ID of each lead it created, so later edits reach the same lead. Its access to Zoho is stored encrypted.

How leads stay in sync

• New contacts. Each new contact on your cards, and each contact assigned to you, goes to Zoho CRM as soon as it’s added. When you import contacts, tick Also send them to my webhooks and connected apps to send them too.
• No duplicates. If Zoho CRM already has a lead with the same email address, Linq updates that lead instead of adding another.
• Edits. When you change a contact’s details, where you met, their tags or their answers in Linq, the same lead is updated. Linq rewrites the description each time, so keep your own notes about the lead in Zoho’s Notes, not its description.
• Converted leads. Once you convert the lead in Zoho CRM, Linq’s later edits can’t update it.
• One way. Changes go from Linq to Zoho CRM only. Deleting a contact in Linq doesn’t delete the lead.

Disconnect Zoho CRM

In Linq, open Integrations (or Team → Integrations) and select Disconnect next to Zoho CRM.

• New contacts stop going to Zoho CRM straight away, and Linq deletes its access to your Zoho account. You can also remove Linq from the connected apps in your Zoho account’s settings.
• Your data stays where it is. Leads already sent stay in Zoho CRM, and your contacts in Linq are untouched.
• If you connect again later, new contacts go to Zoho CRM again. Earlier contacts aren’t sent again unless you edit them. Edited contacts are matched by email address, so they aren’t duplicated.

If something goes wrong

What you see in Linq	What it means	What to do
Delivery failed	Zoho CRM didn’t take the last contact, for example because Zoho was busy, or the lead was converted.	Linq tries again after 1 minute, 5 minutes, 30 minutes and 2 hours. If it keeps failing, contact us.
Needs sign-in	Zoho stopped accepting Linq’s access, for example because it was revoked in Zoho.	Select Sign in again. Contacts added in the meantime aren’t sent.
Nothing is sent	Your account, or your team, isn’t on Business any more.	The connection is kept and starts sending again once you’re back on Business.

Help

Questions about the Zoho CRM integration: email hello@linq-business.com or see Get help. For how Linq handles the data it sends to connected apps, see our Integrations Data Policy and Privacy Policy.