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How to connect to Zoho

Learn how to connect your Zoho CRM to PartnerPortal.io and map your pipeline stages and portal phases.

Connecting Zoho to PartnerPortal.io lets you sync deals, track pipeline updates, and give partners visibility into the sales cycle.

Who can do this: Admins only.

Important: The Won and Lost stages must be mapped for the integration to function correctly.

Before You Start

  • Admin access to PartnerPortal.io

  • Access to the Zoho account you want to connect

Step 1: Connect Your Zoho Account

  1. Go to the Integrations tab in the sidebar.

  2. Click Enable Zoho.

  3. You will be redirected to Zoho. Log in if prompted, or confirm the connection if you're already logged in.

  4. Once connected, click Settings for the Zoho integration.

  5. Click Configure to begin mapping your data.

Step 2: Select a Pipeline

  1. In the configuration screen, locate the Pipeline card under the Deal object.

  2. Click the card to open it.

  3. Click the Value dropdown and select the Zoho pipeline you want to sync with your portal.

    Pipeline card showing the Value dropdown with a Zoho pipeline selected

Step 3: Map Deal Stages

  1. Click the Stage card.

  2. Click Map Values.

    Stage card with the Map Values button highlighted

  3. Map your portal phases to the corresponding Zoho stages.

  4. In the On Create, set Zoho CRM Stage to field, choose how new deals from the portal enter your Zoho pipeline:

    1. Static stage: All new deals start in the same Zoho stage, regardless of the portal phase.

    2. Infer from mappings: The portal determines the starting stage based on your existing phase mappings.

      Important: Avoid mapping multiple portal phases to the same Zoho stage, this can make the starting stage inconsistent

    3. Map manually: You define exactly which Zoho stage maps to each portal phase.

      On Create field showing the three mapping method options

      Note: You do not need to map every stage. Map the key stages you want partners to follow as a deal progresses through the sales cycle.

  5. Click Save on the Stage card.

Step 4: Map Additional Pipelines (Optional)

If you want to sync more than one pipeline, map the stages for each additional pipeline separately.

  1. In the Stage mapping window, use the pipeline selector on the left to choose the next pipeline.

    Stage mapping window showing the pipeline selector on the left side

  2. Map the Zoho stages to the corresponding portal phases for that pipeline.

  3. Repeat for each additional pipeline.

Step 5: Save Your Configuration

Click Save mappings at the bottom of the main configuration page. Your Zoho integration is now active and deals will begin syncing according to the rules you have set.

For more information on how to Customize your Lead Registration Form, check out this article.

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