CRM
Zoho CRM integration
arteemis writes your prospecting in Zoho CRM as it happens: the contact and their account, every email and LinkedIn message sent and every reply as a note, accepted invitations, and a deal when you move someone in your pipeline. In the other direction, it imports the contacts of a Zoho CRM view and keeps your customers and the people of open deals out of your campaigns.
What it does
What arteemis writes to Zoho CRM
- The contact, matched by email address, with the name, job title, phone and account arteemis holds.
- Their account, matched by name, with its website, set on the contact.
- Each email, LinkedIn message and reply, and each accepted invitation, as a note on the contact.
- A pipeline move in arteemis, as a deal in the pipeline you choose and the stage you map it to, with the contact and the account, closing 30 days later.
- Never an email address arteemis knows to be invalid or bounced, and never how an address was verified.
What arteemis reads from Zoho CRM
- Customers and open deals, by the forecast type of their stage: Closed Won is a customer, Closed Lost nothing, any other open; with the deals' contacts and accounts.
- Your custom views of Contacts, to import one into arteemis.
- Your pipelines and stages, to map the arteemis stages to them.
Customers and the people of open deals stay out of your campaigns. They are read once an hour (and at once when you connect), by email address and by account website, never by the domain of a free mailbox such as gmail.com. A campaign passes over them without sending anything; once the deal is lost, their sequence resumes. Messages you write yourself from the inbox are not affected.
Requirements
- The owner or admin role in your arteemis workspace: only they connect integrations.
- A Zoho CRM user with access to the Contacts, Accounts and Deals modules.
- A Zoho account in the US, EU, India, Australia, Japan, UK, Canada, Saudi Arabia or UAE data center. China and Singapore are not supported.
- The access arteemis asks for: Contacts, Accounts and Deals (all), Notes (create), pipelines, layouts and custom views (read), your organization (read).
Set it up
Connect
- 1Sign in to arteemis and open Settings > Integrations.
- 2Under CRM, choose Connect on the Zoho CRM card.
- 3Zoho opens: sign in to your account (Zoho sends you to your data center) and choose Accept.
- 4You land back on Settings > Integrations. The card reads Connected to, followed by your Zoho organization's name. arteemis reads your customers and open deals right away.
Choose the settings
- 1Choose Settings on the Zoho CRM card. Each change is saved at once.
- 2Keep customers and open deals out of campaigns is on at first; the sheet says how many addresses and domains are kept out.
- 3Under Deals, pick the Pipeline, then for each arteemis stage the Zoho stage it becomes. A stage left on Not written writes no deal. An edition without pipelines offers one, Deals, made of the stages of the Stage field.
- 4Under Import a list, pick a view of Contacts and choose Import: its contacts arrive in the arteemis list of the same name, up to 20,000 contacts.
Data exchanged
| Data | Direction | Details |
|---|---|---|
| Contacts | arteemis to Zoho CRM | Email address, name, job title, phone, account. |
| Accounts | arteemis to Zoho CRM | Name and website. |
| Notes | arteemis to Zoho CRM | Each campaign email or LinkedIn message sent or received, and each accepted invitation, with its text. |
| Deals | arteemis to Zoho CRM | One per contact, in the chosen pipeline and mapped stage, with the contact and the account, closing 30 days later. |
| Deals | Zoho CRM to arteemis | Their stage and its forecast type, with their contacts' email addresses and their accounts' websites. |
| Views | Zoho CRM to arteemis | Custom views of Contacts, and on import their contacts: email, name, job title, account, phone. |
| Pipelines and layouts | Zoho CRM to arteemis | Pipelines and the stages of the Deals module. |
| Organization | Zoho CRM to arteemis | Its name. |
Disconnect
- In Settings > Integrations, choose Settings on the Zoho CRM card, then Disconnect at the bottom, and confirm.
- arteemis revokes its Zoho token and deletes the connection, its settings, the list of Zoho records it made and the addresses and domains it kept out. Nothing more is written to Zoho CRM, and its customers no longer stay out of your campaigns.
- What was already written in Zoho CRM stays there, and contacts imported from a view stay in arteemis.
Troubleshooting
- The connection fails after the Zoho consent
- Your Zoho account may live in a data center arteemis does not support (China, Singapore). Write to us.
- Moving a contact creates no deal
- The arteemis stage is not mapped to a Zoho stage. Check Deals in the settings.
- A customer is still in a campaign
- Exclusions are read once an hour. Check that the switch is on, that the deal's stage has the Closed Won forecast type, and that the contact's email or the account's website is filled.
- The card reads Access revoked
- Zoho refused the token. Choose Reconnect and accept again.
Support
romain@arteemis.xyz
A question about this integration, or something that does not work as described here: write to us. You get an answer within one business day, in French or English.
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