Getting Snitcher and Zoho connected unlocks two big wins: you can automatically send new leads that match your ideal customer profile straight into your CRM, and you can filter on whether an identified company already exists in Zoho.
How to connect Zoho?
To get started, navigate to the settings pages -> integrations -> Zoho and follow the prompts. Or hit the button below.
With just a few clicks you can connect the platforms and get back to implementing.
💡 You will need to be a Zoho admin or have the relevant permissions enabled to authenticate the integration.
What will this do?
The integration is a 2-way sync. This means you can:
Send companies to Zoho.
Send contacts to Zoho.
See in Snitcher which companies are already in Zoho. 🎉
When a company is identified and already exists in the CRM, the sync happens and the tile 👇 will be added to the company profile in Snitcher.
How is this done?
Every time Snitcher makes an identification, the system checks if the company exists within Zoho and syncs the data.
Send companies to Zoho as Leads (Lead Flow)
By default, Snitcher adds companies to Zoho as Accounts and people as Contacts. If your team qualifies new prospects in Zoho's Leads module first, you can switch the integration to Lead Flow.
With Lead Flow on, every time Snitcher syncs a company it will:
Link to the matching Account, if the company already exists in Zoho (matched by website).
Otherwise, link to and update the matching Lead.
Otherwise, create a new Lead - Snitcher never creates a new Account while Lead Flow is on.
To turn it on:
Head to the Zoho integration settings (the same page you used to connect).
Flip the Lead flow toggle - "Match identified companies to CRM leads before accounts."
Review the change in the window that pops up and hit Save changes. This kicks off a full re-sync of the integration in the background.
A Leads tab appears next to your other field mapping tabs. Snitcher pre-fills it with company fields (Company, Website, Description, Industry, address) plus contact fields (First Name, Last Name, Email, Phone, Title) - adjust it there if needed.
💡 For more on how mappings work, see Field Mapping: Bring Snitcher Data into Your CRM.
Good to know:
While a company is linked to a Lead, each contact you send from Snitcher becomes its own Zoho Lead (in Zoho, a Lead represents a person and their company together). Once the company is linked to an Account, contacts are sent as regular Zoho Contacts.
Zoho requires a Last Name on every Lead, so company-level Leads created without a contact person get "[unknown]" as the Last Name.
When you convert a Lead in Zoho, Snitcher picks it up automatically and re-links the company to the new Account.
Deals only come through for companies linked to an Account - in Zoho, a Lead has no deals until it's converted.
Switching back to Standard doesn't delete anything in Zoho. Snitcher only removes its own links to those Leads and re-syncs against Accounts and Contacts.
Manually send companies to Zoho
Click on any company profile in Snitcher that doesn't have a Synced icon next to the name (is not yet in Zoho).
On the company profile, you will see the option to "Send to Zoho".
Sending contacts to Zoho
You can now send individual contacts directly to Zoho!
Navigate to the People tab in Snitcher.
Select a contact you want to send.
💡 Pro Tip! Make sure to reveal the email address first before sending the contact to your CRM.
3. Click "Send to Zoho" to push the contact into your CRM.
How to send leads to Zoho with automation?
To configure an automation that sends leads to Zoho, you will first need to create a Segment in Snitcher.
💡 We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged good fit leads and avoid cluttering up your CRM.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = 'Send leads to Zoho'
🚨 It's important to be strict with the Segment (filters) you use to send leads to Zoho when using automation. Start with a conservative approach and send through too few leads until you are sure the filtering is set up correctly.
How to send contacts to Zoho with automation?
To configure an automation that sends leads to Zoho, you will first need to create a Segment & a Buyer Persona in Snitcher.
We suggest following the guide to automatically filter for relevant leads to make sure you only send engaged leads and avoid contacting irrelevant companies.
Once you have a Segment configured, head over to the Automations page.
👉 Select event = 'New lead'
👉 Segment = you selection e.g. 'All ICP'
👉 Action = Reveal contacts
👉 Destination = Zoho
How to filter on Zoho attributes in Snitcher?
Head over to filters and drop down the menu. With Zoho connected you will see additional fields that you can filter on.
Here's an example Segment you can use to send notifications to specific team members when their lost deals revisit the website.
As always, have fun and feel free to drop us a message if you feel like saying hello, have an idea or need a hand getting set up 👋