Help · Integrations

Connect Zoho CRM to TalkRight

Bring your Zoho CRM contacts into TalkRight, and keep them up to date by themselves.

Connect in four steps

1. In TalkRight, open Settings › Integrations.
2. Under Connect your CRM, click Connect Zoho CRM.
3. Sign in to Zoho, tick the box to allow access, then click Accept.
4. You're back in TalkRight. Your contacts start coming in straight away. The Zoho CRM card shows when it last synced and how many contacts it found.

What happens next

• TalkRight checks Zoho CRM for changes every 15 minutes. Click Sync now to check at once.
• Contacts appear in Contacts, with their name, email, phone number and company.
• Nothing is doubled up: a contact you already have is matched by phone number or email.
• Anyone who unsubscribed from email in Zoho CRM is never emailed from TalkRight.

Send new customers to Zoho CRM (optional)

On the Zoho CRM card, turn on Send new customers to Zoho CRM. Only the Owner can turn it on, and Zoho CRM asks you to allow it. Names, emails, phone numbers and companies go to Zoho CRM. Messages never do.

Disconnect

On the Zoho CRM card, click Disconnect. TalkRight stops syncing and forgets its access. The contacts it brought in stay in Contacts.

Good to know

• Campaigns only go to people who said yes in TalkRight. Being a contact in Zoho CRM doesn't count as a yes.
• Using another CRM? Connect it through tools like Make or n8n. See Integrations.

Questions? Email sales@talkright.net.