---
title: "Zoho CRM Integration: Configuration"
url: "https://help.psarev.io/en/article/zoho-crm-integration-configuration"
language: "en"
last_updated: "2026-07-29T14:24:27.035Z"
---

# Zoho CRM Integration: Configuration

| **NOTE:** An authorized user account is required to run this integration. To support better security and audit visibility, we recommend creating a dedicated "service account" user. When configuring this integration, sign in using the service account rather than your personal user account to ensure that audit logs reflect the service account running the integration instead of the user who originally installed it. |
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Complete the steps below to configure the Zoho CRM integration.

| **NOTE:** Before starting the configuration steps below, be sure you have completed the required prerequisite steps. See the [Zoho CRM Integration: Prerequisites](https://help.psarev.io/en/article/zoho-crm-integration-prerequisites) article for more information. |
| --- |

1.  Click *Admin o*n the sidebar menu and select **Integrations Library**.  
    ![](https://cdn-assets.productfruits.com/444edc8a-9c61-4ad0-8b3b-11ff74759a56)  
     
2.  Click the *Marketplace* tab.  
    ![](https://cdn-assets.productfruits.com/9bbedfa7-c9f3-4797-bdf0-36a6dd5d39db)  
     
3.  Locate and select the **Zoho CRM** integration in the *CRM* section.  
    ![](https://cdn-assets.productfruits.com/c1a2c428-e67b-421c-b46c-6fe7a7d739c7)  
     
4.  Click the **Configure** button.  
    ![](https://cdn-assets.productfruits.com/3f523f55-7293-4a85-aa10-093106f25033)  
     
5.  The *Initial Configuration* section is automatically populated. Click the **Next** button.  
    ![](https://cdn-assets.productfruits.com/52cd9433-cb69-45ed-bc8d-79608f904698)  
     
6.  In the *Zoho CRM Connection* section, enter your **Data Center (Accounts Host)**, **API Domain**, **Client ID**, **Client Secret**, and **Scopes**. The **Data Center** and **API Domain** values must match your Zoho organization's region. The **Client ID** and **Client Secret** are obtained from your Zoho API Console app at api-console.zoho.com. Click **Next**.  
    ![](https://cdn-assets.productfruits.com/8c1e6130-23d6-4086-abdf-1c7f5a5dd890)  
     
7.  On the *Sync Settings* page, select the **Bill Profile** to assign to any new customers the integration creates automatically. Set your preferred **Sync Schedule**, which defaults to hourly with a minimum of every 15 minutes and a maximum of once daily. Leave **Batch Size** and **Debug Mode** at their default values unless advised otherwise. Click **Next**.  
    ![](https://cdn-assets.productfruits.com/95e7a679-8b01-48f6-a0d1-a0b80aaeaf83)  
     
8.  On the *Deal Sync* page, configure the following settings and click **Next**.
    -   Select the **Pipeline** you want the integration to monitor. Stage options below are drawn from this pipeline.
    -   Under **Deal Trigger Stages**, select the Zoho stages that should trigger a sync. Leaving this field empty disables syncing entirely.
    -   Set the **Sync Scope** to **Forward only** to sync deals as they reach a trigger stage going forward, or **Include existing deals** to also perform a one-time catch-up of deals already sitting in your trigger stages on the next deploy.
    -   Select the **PSA Default Stage**, **PSA Default Status**, and **PSA Default Type** to use as fallbacks for created opportunities.
    -   Select a **PSA Default Owner** for deals where the Zoho deal owner's email does not match a Rev.io user. This field is required.
    -   Enter a **Closed Lost Reason** to apply when a deal's stage maps to a Closed Lost status.
    -   Complete the **Stage Map** to define how each Zoho deal stage maps to a Rev.io opportunity stage.
    -   Complete the **Status Map** to define how each Zoho deal stage maps to a Rev.io opportunity status. Rows left blank will use the PSA Default Status as a fallback.  
        ![](https://cdn-assets.productfruits.com/3e0cdbc4-4987-4b0a-9b37-f7bd4b4425bb)  
         
9.  On the *Notifications* page, select the **Notification User** who will receive in-app alerts from the integration. This field is required. Enable or disable the following alert types as needed and click **Finish**.
    -   **Account Auto-Created** - alerts when the integration auto-creates a customer from a Zoho account.
    -   **Sync Failure** - alerts when a scheduled deal sync run fails with an error.
    -   **Unmapped Stage** - alerts when a deal is blocked because its Zoho stage has no PSA mapping.  
        ![](https://cdn-assets.productfruits.com/41b236f4-5990-4ff7-9e5e-89d51453ffde)  
         
10.  Once deployed, the integration runs an initial sync immediately. In Rev.io, confirm that opportunities appear with the correct customer, owner, stage, status, and amount. If you receive an **Account Auto-Created** notification, open the new customer record and confirm the address and details are accurate. If you receive an **Unmapped Stage** notification, add the missing stage mapping and the deal will sync on the next scheduled run.