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How To Integrate Salesforce With Zoho

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to integrate your Salesforce account with Zoho.

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Follow these steps to connect HubSpot with Zoho CRM and automate data syncing between the two platforms.

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  1. Log in to Zoho CRM and click "Marketplace" icon from the top menu.
  2. Search for "Salesforce" and select "Salesforce Desk for Zoho CRM."
  3. Click "Install" to add the extension to your Zoho CRM workspace.
  4. Select the checkbox to accept the terms, then click "Install.”
  5. Check the required boxes, then click “Install Now.”

📌 Why this matters

This integration lets you sync customer data, leads, and sales activities between both platforms without manual data entry. You can maintain your existing workflows in each system while ensuring information stays current across teams. The real advantage goes beyond simple data sharing - you create a unified customer view that eliminates the typical silos between sales and support teams. When your support team can instantly access sales history and your sales team sees support interactions, customer conversations become more informed and personalized.

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