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Zoho CRM Integration

Connect Kolvera to Zoho CRM to push contacts and call notes. Popular with AU/APAC businesses.

Note: Zoho uses OAuth 2.0. Uses the Australian Zoho domain (zoho.com.au) by default.

Setup Steps

  1. Click Connect Zoho CRM on the Integrations page
  2. You'll be redirected to Zoho to authorise Kolvera
  3. Sign in with your Zoho account
  4. Grant the requested permissions
  5. You'll be redirected back to Kolvera — done!

Where to Find Your Credentials

API Key / Token: Automatic via OAuth — no API key needed Required Scopes: Contacts (All), Accounts (All), Notes (All)

What Gets Synced

Zoho CRM → Kolvera

  • Contacts with a company are imported as enriched contacts
  • Companies are matched automatically
  • Syncs every 5 minutes when auto-sync is enabled
  • Duplicates are skipped (matched by email or phone)

Kolvera → Zoho CRM

  • Contacts are pushed when enriched with an email
  • Call notes (AI summary, transcript) pushed after dialler calls
  • Contacts are upserted (created or updated)
  • Source tagged as "Kolvera" for attribution

Team Setup

Each team member connects their own Zoho CRM account separately. Go to Integrations and each user enters their own credentials. Call notes are pushed to the user's own Zoho CRM account, and synced contacts are owned by the user who connected.

Connect Zoho CRM Now