Create the Custom Field in Zoho:
Log into your Zoho account and create a custom deal field. Note that we can only map to single-line text fields. Follow this Zoho help article for guidance.
Create PP.io Custom Field:
Log into your portal and go to the Leads tab under Accounts & Settings.
Add the custom field to your Lead Registration form, ensuring it is a single-line text field. For more details, refer to this article.
Configuring Custom Fields:
Navigate to the Integrations tab in your portal and open your Zoho settings and configuration.
Click the gear icon next to Deals.
Click the +Add Field button at the bottom and find your pp.io custom field.
Click the empty box next to the added field, then select Data in the pop-up.
Choose Custom Fields and select your Zoho custom field.
Your pp.io custom field will now map to your Zoho deal.
When a deal is mapped, the Zoho logo in your Lead Details will confirm the custom field has been successfully mapped.
For information on connecting your Zoho CRM, check out this article.