Zoho

Mobly's Zoho CRM integration syncs captured leads into Zoho Leads (or Contacts and Accounts, configurable), with field mapping, qualifier mapping, and per-event Campaign sync. Connection runs through Mobly's new integration platform.

Setup time	~20 minutes
Difficulty	Moderate (profile permissions, layout visibility)
Required	Zoho admin or Developer profile with Leads/Contacts/Accounts access
Status	Generally available

What you can do

• Sync leads to Zoho Leads (matched by Lead ID, then Email)

• Write to Contacts + Accounts instead of or in addition to Leads (configurable)

• Map Mobly fields to standard or custom Zoho fields across modules

• Use Zoho picklists for qualifier mapping (picklist values are strictly enforced)

• Log lead activities to Zoho as Notes — Pulse sequence emails, calls, meetings, LinkedIn touches, SMS, and manual notes appear as Notes on the matching Lead (Zoho doesn't have a separate Task object Mobly writes to). See Finding Mobly activities in your CRM for where to look in Zoho

• Sync per-event to Zoho Campaigns

What's not supported (yet)

• Custom modules beyond Leads, Contacts, Accounts

• Deal sync

• Workflow Rule automation (build downstream automation in Zoho keyed off Mobly-touched fields)

• Running Zoho alongside another CRM in the same Mobly org

Articles in this section

• Zoho setup guide — full walkthrough with Zoho-specific tips

• Fixing Zoho sync errors — Reconciliation error reference