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Zoho CRM

Overview

Zoho CRM helps businesses manage customer data, supporting sales management, delivering actionable insights, and facilitating team communication, with integrations across social media and other business tools.

The Zoho CRM integration with Profit.co allows you to pull lead, deal, and activity data directly from Zoho CRM into a Profit.co key result, so progress updates automatically instead of requiring manual check-ins.

What This Integration Supports

With the Zoho CRM integration, you can:

  • Update lead counts, deal counts, deal amounts, and activity counts from Zoho CRM into a Profit.co key result
  • Track key result progress automatically as the connected Zoho CRM data changes
  • Choose Increase, Decrease, or Control as the KPI type for the connected key result
  • Receive automatic daily check-ins at 9:00 AM based on the user's region

Prerequisites

  • An active Zoho CRM account
  • Permission to authorize Profit.co access to your Zoho CRM account
  • Super User access in Profit.co

Note: Only Super Users can configure this integration in Profit.co.

Configure Zoho CRM in Profit.co

  1. Step 1: Enable the Zoho CRM Connector

    Begin by enabling the Zoho CRM connector at the user level.

    • Navigate to Settings from the left navigation panel.
    • Click Integrations, then select the User Level tab on the Connectors page.
    • Enable the Zoho CRM toggle.
    Step 1: Enable the Zoho CRM Connector screenshot

  2. Step 2: Start the Connection

    Once enabled, initiate the connection from your preferences.

    • Navigate to Preference from the left navigation panel.
    • Select the Integrations tab.
    • Click Manage next to Zoho CRM to start a new connection.
    Step 2: Start the Connection screenshot

  3. Step 3: Authenticate with Zoho CRM

    Sign in and authorize access to complete the connection.

    • Sign in to your Zoho CRM account.
    • Enter a Connection Name.
    • Click Accept to authorize the connection between Zoho CRM and Profit.co.
    Step 3: Authenticate with Zoho CRM screenshot 1
    Step 3: Authenticate with Zoho CRM screenshot 2
    Step 3: Authenticate with Zoho CRM screenshot 3
    Step 3: Authenticate with Zoho CRM screenshot 4

  4. Step 4: Select a Key Result

    Once the connection is established, link it to the key result you want to track.

    • Select the key result you want to connect to Zoho CRM.

    Note: Profit.co supports Increase, Decrease, and Control KPI types for the Zoho CRM integration.

  5. Step 5: Configure the Connection

    Set up how data flows from Zoho CRM into the selected key result.

    • Edit the key result and enable the Choose Connection toggle.
    • Select Zoho CRM from the list of connections.
    • Choose the KPI Type and the Custom View to pull the current value from.
    • Click Add to set the current value on the key result.
    Step 5: Configure the Connection screenshot 1
    Step 5: Configure the Connection screenshot 2

  6. Step 6: Check In and Automate Updates

    Complete the setup by running a check-in to confirm the connection.

    • Click the check-in slider to pull the latest value from Zoho CRM.
    • Click Check-in to confirm the update.
    Step 6: Check In and Automate Updates screenshot 1
    Step 6: Check In and Automate Updates screenshot 2
    Step 6: Check In and Automate Updates screenshot 3

    Note: Automatic check-ins occur daily at 9:00 AM, based on the user's region.

Summary

By connecting Zoho CRM to Profit.co, you can keep sales-driven key results, such as leads, deals, and activity counts, updated automatically. After authenticating with Zoho CRM and linking a key result, Profit.co pulls values on a daily schedule, reducing the need for manual check-ins and keeping your OKRs aligned with real-time CRM activity.