Zoho

Connecting your Zoho CRM to Seamless makes for an easy workflow from prospecting contacts in Seamless to engaging in Zoho.

Connect Your Zoho CRM to Seamless

To connect Zoho CRM to Seamless, navigate to your CRM Settings or Integrations page from your Seamless settings.

From there, locate the Zoho CRM integration and click the Zoho icon. You will be prompted to log in to your Zoho account and authorize the connection.

Once connected, you will see a Connected status/icon confirming that your Zoho CRM is successfully integrated with Seamless.

Zoho Settings and Mappings

1. Navigate to your CRM Setup page through your settings, by clicking your initials in the bottom left corner of your Seamless platform.
2. Following the available options, simply complete your universal settings based on you or your company's preference and you will be ready to start importing directly into Zoho.
3. Ensure you set up all mappings to confirm that all fields you want to send over to Zoho from Seamless are mapped to the proper fields.
   Please note: Our direct integration with Zoho comes with pre-set field mapping options
4. Customize fields for your entire organization or secure settings exclusively for your organization. Additionally, specify whether the data will override in your CRM for each mapping. Easily configure these options using Set Org Wide or Lock Org Wide fields (found in Universal Settings + Importing Mappings) and choose Override as needed (found in Importing Mappings).

When integrating your Zoho CRM with Seamless, you have the ability to customize the settings.

CRM Import Mapping Fields

Import Owner: Choose which Zoho user should be assigned as the owner of records imported from Seamless. This allows you to control who imported contacts, leads, or accounts are saved under in Zoho.

Select the Import Type: Import Mappings can be set based on your preference of importing type. Choose if you want to set import mappings for importing as Account, Contact, or Lead.

Seamless Field: These fields contain data from Seamless that you've discovered and researched. You can map over 100+ fields from Seamless to your CRM. Initially, Seamless sets up a core set of common fields across CRM users, but you can customize additional mapping fields to suit your CRM needs.

Zoho Field: These fields mirror the ones in your connected CRM. Seamless regularly polls them to stay current. Just choose the Seamless field on the left, pick the corresponding CRM field on the right, and establish a connection. During import, data from the Seamless field will map to the CRM field and be transferred to your CRM

Managing Import Mappings

Overwrite:

• If Yes, Seamless will overwrite any existing information in your CRM for this field with the new value from Seamless.
• If No, Seamless will only append/add any information that does not yet exist in the selected CRM field.

Allow User Edit: Allow your Users to edit the specific setting or not depending on if the checkbox is engaged.
Note: This is a permission that can be modified by account owners or admins.

• Checkbox on: User will have the ability to edit these settings but the Admin's settings will be utilized as the default setting unless otherwise changed by the user.  
• Checkbox off: The fields will not be accessible to your users but are visible in a read only state to allow the user to see how the current setup functions

Edit CRM Mapping: To edit, click the 2 dots on the right side of the row.

• Set a Default Value: If Seamless data does not exist for that field, is there a value you want filled in its place
• Delete Mapping: If mapping is no longer needed.

Additionally, Seamless provides the ability to Add New Mapping, Add Custom Mapping, and Set Custom Data Rules.
Check out this article to learn more: Customizing CRM Import Mappings

Importing Contacts to Zoho

If Automatically Import to Zoho is not enabled, you can manually import contacts from Seamless into Zoho.

To import an individual contact, locate the contact in Seamless and use the Actions column. Click the Zoho CRM icon to import the contact into your connected Zoho CRM.

Once a contact has been successfully imported, the Zoho icon will change from gray to blue.

You can also import contacts in bulk by selecting or filtering the contacts you want to import, then choosing the Zoho import option.

Universal Settings

Zoho Import Type: This Zoho setting lets users choose to import contacts from Seamless as a Lead or Contact. Importing as a Lead unlocks the LEADS tab, and importing as Contacts unlocks the CONTACTS and COMPANIES tabs.

Set Total AI Threshold/Limit on Contact Imports: Use this setting to establish a minimum Total AI threshold for importing contacts. Specifically, it applies to the Total AI score of the Primary Business Email. For example, if the Total AI Slider is set to 80, the Primary Business Email must have a Total AI score of 80% or higher to successfully import on the first attempt.

Contact Account Creation:

• Yes: Seamless can create accounts automatically for contacts not in your CRM.
• No: No account is created; users need to choose an existing account for contact import.
• Prompt: Users are asked to select or create an account with each import.

Zoho automation triggers: Choose any automation or process management you've established to ensure that when leads or contacts are imported, all required rules or tasks are generated.

Automatically import to Zoho: Enable this option to automatically import contacts/companies into your CRM when clicking the FIND button in Seamless. By turning this on, you skip the step of manually selecting contacts/companies in My Contacts and My Companies before importing them into your CRM.

Allow contacts/leads to import without a validated email: When set to Yes, Seamless permits users to import contacts even without a validated email. A validated email includes a Valid or Accept All response from Seamless's validation during the AI research process.

Allow Users to Create New / Custom Mappings: Allows users, that are not admin, to create new mappings that will only affect their account.

Advanced Settings

Set Contact Import Match Score: Define your match score against your CRM records. A value of 100% requires a contact to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Example: A 95% setting will allow automatic import (no deduplication alert) if there is a match score of 95% or above against a record in your CRM unless there are two of the exact same match scores. (Seamless. does not recommend less than 95% Match score for this Setting)

Set Company Import Match Score: Set Company Import Match Score to define your match score against your CRM records. A value of 100% requires a company to have a 100% match score against a CRM record to automatically import. Records with a lower match score will show a deduplication screen with "similar record" option to select before importing.

Fill Blank Contact Phone with Company Phone: When set to Yes, Seamless will add the company phone number to the contact phone field if the company phone has a number and the contact phone is blank. This setting is useful when you want to ensure data is present in both contact and company phones during import, especially if there's field validation in your CRM.

Fill Blank Contact Location with Company Location: When set to Yes, Seamless will populate the contact location fields with the company location if the company has a location and the contact location is blank. This setting is ideal for ensuring data presence in both contact and company locations upon import, especially if there's field validation in your CRM.

Check for duplicates across both leads and contacts in Zoho: This Zoho-specific setting checks for duplicates across both Lead and Contact objects. This setting is ideal if you need to ensure uniqueness and avoid duplicating contacts or leads in your CRM. If set to NO, Seamless will only check for duplicates within the specific import type (i.e., Lead or Contact/Account) for that import.

Enable CRM Alerts: Enables checking if leads or contacts already exist in CRM before using Seamless.

Automated Lists to Accounts for Zoho

This section allows you to automate importing and eliminate manual efforts by mapping Seamless Lists to your selected CRM account.

Once you "Add Account Mapping" you be able to:

• Select Seamless List: Lists created in Seamless
• Select CRM account - Accounts available that are created in your CRM
• Zoho Import to CRM option on Seamless Contact Card