What it brings in
- Your Zoho leads and deals, with their custom fields.
- Changes made in Zoho, picked up on the next sync.
- New leads from 1Dashboard, created in Zoho for you.
Before you start
- A Zoho CRM user that can see the leads you want. An admin user is best.
- Any Zoho data centre works. Zoho tells 1Dashboard which one your account uses when you sign in.
Steps
- Sign in at app.1dashboard.io and open Integrations.
- Find the Zoho CRM card and click Connect.
- Sign in to Zoho and allow access.
- You come back to Integrations with the message Zoho connected. Your existing leads start coming in the background. Refresh after a minute to see them.
How often it syncs
- 1Dashboard checks Zoho for new and changed records every hour.
- New leads are sent to Zoho as soon as they arrive. If Zoho is briefly unavailable, we retry automatically.
- Need it sooner? Click Sync now on the Zoho card.
Each card on the Integrations page shows when it last synced, and flags anything that needs you.
Common problems
Zoho blocked a duplicate lead
Zoho already has a lead with that email. 1Dashboard links to the existing Zoho record instead of creating a second one. Nothing to do.
The Zoho user who connected 1Dashboard is inactive
That user was deactivated in Zoho. Click Reconnect on the card and sign in as an active Zoho user (an admin is best).
Zoho sign-in expired
Zoho stopped accepting the saved sign-in, for example after access was removed. Click Reconnect on the card and sign in again.
“The connection link expired”
The Zoho sign-in page was open for too long. Click Connect again and finish within a few minutes.
Disconnect
- On the Zoho CRM card, click Disconnect and confirm.
- Leads already in 1Dashboard stay. New leads are no longer sent to Zoho, and Zoho changes stop coming in.