Integrate with Zoho | Carrot Help Center

If you’re looking to have your leads automatically added to Zoho, you’ll want to integrate Zoho to Carrot! In this guide, we’ll dive into how to connect Carrot forms to Zoho so that leads are automatically sent to Zoho. By the end of this guide, you should have your forms integrated with Zoho and all leads would automatically be added to Zoho for your management and follow-up!

Lets get started!

Step 1: In Carrot, Click “Content”

Step 2: Go to “Forms” then “Zoho CRM”

Head to your forms section then on the form you want to integrate, hover your mouse over “settings”. From there, scroll down in the list and click on “Zoho”.

Step 3: Click on “ZohoCRM Settings”

Step 4: Enter your Zoho Account Information

Zoho CRM lead owner [email]: Enter Zoho CRM Lead owner email address
Zoho CRM username [email]: Enter Zoho CRM username email
Zoho CRM password: Enter Zoho CRM password
Check No to Enter Zoho AuthToken Manually, Approval Mode, and Workflow Mode for now. You can always change them later.
Click Save Zoho Settings

Step 5: Map Each Form’s Fields

You’re almost there! Now, you just need to tell Zoho what fields need to be filtered to which area in Zoho. Each form needs every section to have fields mapped where you want them. The fields available are all dependent upon what is available within Zoho. Choose the best option available for each field. Do the following for each form you want to send to Zoho.

A) Go back to Forms, then Zoho Settings again:

B) Create a feed:

C) Name the feed and set an action. We suggest “Create New Lead”:

D) Map your fields:

As you can see in the image above, there are some required fields. We recommend using your primary step 1 form for this process, using an address field, email field and phone field on your Carrot form. For any required fields in Zoho that you do not have on your Carrot form, you can select an administrative field for. For example for last name, we chose entry date.

E) At this point, the rest of the settings are optional and can be changed later, but do come in handy. There are:

Lead Details

Lead Owner
Lead Rating
Lead Source
Lead Status
Lead Description

You can use the above settings to send further details to Zoho especially if you manage a team.

Options

Approval Mode
Workflow Mode
Email Opt-Out
Allow duplicate leads
Update Lead if lead already exists for email address

These settings dictate how leads are added to Zoho.

Task Details

You can create a task in Zoho when the lead is added
Set the task subject
Set a due date for the task
Give the task and owner, status and description

These settings create action items in Zoho for team members to complete.

Step 6: Save Your Work

Click “Update Settings” at the bottom of the page and your form is now linked to Zoho!

Conclusion

Zoho is now connected to your Carrot form! Each time a lead submits on your site, it will now create a lead in Zoho with those details, and depending on how you configured your Zoho feed, will have action items, details and assignments! For more information on CRM’s, or getting started with Carrot CRM, check out the links below!