> ## Documentation Index
> Fetch the complete documentation index at: https://wavecnct.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Sync Wave contacts into Zoho CRM as Contacts or Leads

<Info>
  Available on the **Pro**, **Teams**, and **Enterprise** plans.
</Info>

The Zoho CRM integration syncs Wave contacts into Zoho as either Contacts or Leads, configurable at setup. Wave 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

<Steps>
  <Step title="Open the integration">
    Go to **Integrations → Zoho CRM**.
  </Step>

  <Step title="Choose a record type">
    Choose whether to sync contacts as **Contacts** or **Leads**.
  </Step>

  <Step title="Enable auto-sync (optional)">
    Turn on **Auto-sync** to import all existing Wave contacts immediately.
  </Step>

  <Step title="Connect Zoho">
    Click **Connect** and sign in to your Zoho account.
  </Step>
</Steps>

Wave 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).

## What Gets Synced

| Wave 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 → 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 connects to the correct Zoho data center (US, EU, IN, AU, and others) automatically.
* **Auto-sync on connect**: import all existing Wave contacts on first connection.
* **Owner assignment**: contacts are assigned to the Zoho user whose email matches the Wave team member.
* **Deduplication**: Wave 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's access. Records already synced to Zoho are not deleted.