Salesgear’s native Zoho CRM integration allows you to keep your CRM and outreach data perfectly in sync — without exports, imports, or third-party tools.
Once connected, leads, contacts, and activity updates can flow seamlessly between Zoho CRM and Salesgear, ensuring your sales team always works with accurate, up-to-date data.
What you can do with the Zoho integration
With Salesgear + Zoho CRM, you can:
Sync leads and contacts automatically from Zoho into Salesgear
Update Salesgear contacts when changes happen in Zoho
Map Zoho fields to Salesgear fields for clean data sync
Control sync direction based on your workflow
Assign and sync owners across both platforms
Push Salesgear engagement activity back to Zoho
This reduces manual work and keeps Sales and RevOps aligned.
Automatic syncing using polling
Salesgear uses polling to keep Zoho CRM data updated.
You select a Zoho list view
Salesgear checks that list at a fixed interval
Any new lead or contact added to Zoho is automatically imported into Salesgear
This means no CSV uploads and no missed leads.
👉 Related article: Sync leads & contacts automatically between Zoho and Salesgear
Field mapping & sync direction
Field mapping ensures Zoho and Salesgear speak the same data language.
You can define how each field syncs:
Inbound → Zoho → Salesgear
Outbound → Salesgear → Zoho
Two-way → Sync in both directions
Important Zoho constraint
Because Zoho requires Last Name and Company, these fields are always synced in both directions.
Owner mapping
Once integrated, owners in Zoho and Salesgear are mapped automatically, ensuring contacts stay assigned correctly across both platforms.
