Zoho CRM - Wave Connect

Available on the Pro, Teams, and Enterprise plans.

The Zoho CRM integration syncs Wave Connect contacts into Zoho as either Contacts or Leads, configurable at setup. Wave Connect handles Zoho’s region-specific API endpoints automatically, so users across the US, EU, India, Australia, and other regions connect to the right Zoho data center with no extra configuration.

How to connect

Open the integration

Go to Integrations → Zoho CRM.

Choose a record type

Choose whether to sync contacts as Contacts or Leads.

Enable auto-sync (optional)

Turn on Auto-sync to import all existing Wave Connect contacts immediately.

Connect Zoho

Click Connect and sign in to your Zoho account.

Wave Connect requests read/write access to the relevant CRM modules (Contacts and/or Leads), permission to read users (to assign ownership), and read access to organization info (for region detection).

Using the integration

Once connected, the integration runs automatically in the background. Every contact action in Wave Connect is mirrored to your Zoho CRM in real time.

Add or capture a contact in Wave Connect

Create a new contact in Wave Connect (for example, by scanning a card or adding one manually). Wave Connect instantly creates a matching Contact or Lead in Zoho CRM, depending on the record type you chose at setup.

Find the record in Zoho CRM

Open the Contacts (or Leads) module in Zoho CRM. The new record appears with the fields mapped in the table below, a Lead Source of “Wave Connect”, and an Owner matched to the team member’s email.

Update a contact

Edit the contact in Wave Connect. The linked Zoho record is updated automatically — Wave Connect updates the existing record instead of creating a duplicate.

Delete a contact

Delete the contact in Wave Connect. The linked record is removed from Zoho CRM.

If you turned on Auto-sync at setup, all of your existing Wave Connect contacts are imported into Zoho CRM the first time you connect, so your CRM starts fully populated.

What gets synced

Wave Connect field	Zoho field
First name	`First_Name`
Last name	`Last_Name`
Primary email	`Email`
Secondary email	`Secondary_Email`
Primary phone	`Phone`
Mobile phone	`Mobile`
Company	`Company`
Job title	`Designation`
City	`City`
Website	`Website`
Contact note	`Description`
Lead source	`Lead_Source` = “Wave Connect”
Assigned team member	`Owner` (matched by email)

Sync direction: Wave Connect → Zoho CRM (outbound only) When it syncs: Real-time on contact create, update, or delete

Features

Contacts or Leads: choose the Zoho record type that fits your sales workflow.
Automatic region detection: Wave Connect connects to the correct Zoho data center (US, EU, IN, AU, and others) automatically.
Auto-sync on connect: import all existing Wave Connect contacts on first connection.
Owner assignment: contacts are assigned to the Zoho user whose email matches the Wave Connect team member.
Deduplication: Wave Connect stores Zoho record IDs and updates existing records rather than creating duplicates.

Limitations & requirements

Owner matching is by email. If no matching Zoho user is found, the contact is saved without an owner.
Zoho sandbox and developer accounts are detected automatically, but rate limits and available fields may differ from production.

Disconnecting

Go to Integrations → Zoho CRM and click Disconnect. This removes the integration and revokes Wave Connect’s access. Records already synced to Zoho are not deleted.