Skip to main content

​
What syncs

Tap creates Zoho Leads, not Contacts. Convert them to Contacts in Zoho through your normal qualification process.

​
Connect

The Integrations screen in Tap Teams showing each available connector and its connection status.

Find it under Integrations in Tap Teams

1

Start the connection

In Tap Teams, go to Integrations → Zoho → Connect.
2

Approve access

Sign in to Zoho and approve. Use a user who can create Leads and Tasks.
3

Map your fields

See Field mapping.
Data centre. Tap connects to Zoho’s .com (US) endpoints. If your Zoho account lives in another data centre — .eu, .in, .com.au, .jp — the connection may authorize and then fail to sync, because your records live in a region Tap isn’t calling. Check which data centre your Zoho account is in before you set up, and contact support if it isn’t the US one.

​
Custom fields

Create the field in Zoho first: Setup → Customization → Modules and Fields → Leads → Create New Field. Then map it in Tap.

​
Notes specific to Zoho

Zoho requires Last Name on every Lead. Tap fills it by splitting your full-name field. A lead captured with a single word as their whole name can be rejected — worth knowing if a batch of leads went missing.
Fields made mandatory through a Zoho layout are enforced on write. If nothing maps to a mandatory field, every sync fails.
Tap matches the capturing member’s Tap email to a Zoho user’s email.

Not arriving?

Work through the troubleshooting guide.