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CRM & helpdesk
Zoho CRM + Resool integration
Connect Zoho CRM to Resool to see each contact's Zoho record, owner and deals in the inbox, sync contacts and accounts, and add notes from conversations.
What you can do with Zoho CRM and Resool
In the Inbox
- See the Zoho CRM contact you're talking to: name, email, phone, owner and lead source, plus any other fields you choose to show.
- See the contact's account (company) with the account fields you choose.
- See the contact's deals under Deals, with stage, amount and status. Deals in a "Closed Won" stage show as Won, "Closed Lost" as Lost, and all others as Open.
- Create in Zoho CRM a contact that doesn't exist there yet, or Update in Zoho CRM one that does.
- Add note to the Zoho contact straight from the conversation.
- Edit Zoho CRM fields from Resool, if an admin allows it.
- View in Zoho CRM to open the record in a new tab.
In the background
- Contact sync: Zoho contacts that are created or updated are created or updated in Resool, using the field mapping you set. Resool checks Zoho CRM for changes every two minutes.
- Company sync: the account linked to each synced contact becomes a Resool company, with its own field mapping.
Connect Zoho CRM in minutes
Go to Settings › Apps in Resool, click Connect on Zoho CRM and follow the steps. No code needed.
Read the setup guideFrequently asked questions
My Zoho account is on zoho.eu (or .in, .sa, .com.au…). Can I connect it?
Yes. Sign-in starts on Zoho's main page and Resool then uses the data centre your account belongs to.
Why doesn't the panel find a contact that exists in Zoho CRM?
Matching needs exactly the same email or phone number in both places, and Resool looks in Zoho's Contacts module, not Leads.
How quickly do changes in Zoho reach Resool?
Contact sync checks Zoho CRM every two minutes. The Inbox panel also refreshes on its own while it's open.
Why do some deals show as Open even though they're closed?
Resool reads the deal's stage name. Only stages named like "Closed Won" or "Closed Lost" show as Won or Lost.
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PipedriveConnect Pipedrive to Resool to see each contact's Pipedrive person, owner and deals in the inbox, sync people and organizations, and add notes from chats.
SalesforceConnect Salesforce to Resool to see each contact's Salesforce record, owner and opportunities in the inbox, sync contacts and accounts, and log notes as activities.
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Start your free trial, or talk to our team and we will help you set everything up.