Map Heyflow fields to Zoho fields to easily send information from your heyflow to Zoho and track incoming responses as Leads or Contacts.
Follow up on new leads quickly and manage your sales pipeline more efficiently.
Important to note
❗ All data that you want to map needs to have a System Label set (alternatively, the field needs to be set as a variable)
❗ The information from your heyflow will overwrite existing Zoho data (in case a lead or contact already exists with the same email address).
Initial Setup
Within your heyflow, go to “Integrate” and then to the tab “Response Handlers”
Click on “Connect to Zoho”, a pop-up window will appear and ask you to provide your Zoho credentials
After authenticating with Zoho, select the Zoho account you would like to connect to and click on “Choose Account”
Select the Zoho object you want to create, between Leads or Contacts. It's only possible to send the data to one of these object types, not multiple.
Handle responses as Leads
In the Zoho integration tab, select “Leads”
Choose a Heyflow field and then select its corresponding Zoho counterpart
Repeat this process for all relevant fields and click on “Save changes” afterward
And that’s it, you will now receive your responses within Zoho as Leads!
Handle responses as Contacts
In the HubSpot integration tab, select “Contacts”
Choose a Heyflow field and then select its corresponding Zoho counterpart
Repeat this process for all relevant fields and click on “Save changes” afterward
And that’s it, you will now receive your responses within Zoho as Contacts!
URL Parameter Tracking
In order to map UTM parameters in Zoho, via Heyflow, it is not enough to simply have them in your responses. You require something more “tangible”, something like… a block!
In this case, we’ll have to use input fields. You’ll simply define the variable as the name of the respective UTM parameter (i.e. “utm_source”, “utm_medium”, etc.) and, preferably, hide the block, since you don’t want the visitors of your flow to see these fields:
This allows you to map these input fields, and link them to fields in Zoho, and you can easily pass on UTM parameters to your CRM tool, without your visitors noticing.