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The Zoho CRM integration syncs accounts, contacts, and deals into Pike customers and deals. Sales keeps the pipeline in Zoho CRM. When a deal is won, it shows in Pike ready to become a staffed project.

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Connect Zoho CRM

  1. Go to Workspace settings → Integrations → Zoho CRM.
  2. Click Add integration.
  3. Sign in to Zoho in the popup, pick your data center region, and approve Pike for the organization.
Only workspace admins can connect or disconnect Zoho CRM.

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Import data

On the integration page, click Import data. The stepper runs entities in dependency order, so Pike reads accounts before the contacts and deals that belong to them. It skips entities whose Read toggle is off, names them, and links to sync settings.

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What syncs

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Stages

Map each Zoho CRM deal stage to a Pike deal stage in the integration settings. Closed Won maps to Won and Closed Lost to Lost by default. With Send on for deals, creating a project from a won deal writes the project link and status to a Pike project field on the Zoho CRM deal. Pike adds the field when you turn Send on.

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Source of truth

Once a record is linked, Zoho CRM owns account, contact, and deal fields, and Pike reads them back. Pike-only fields, such as the linked project, allocations, and internal notes, stay in Pike.

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Schedule

Pike reads changes from Zoho CRM every 15 minutes. Import data and Refresh always run on demand.

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Sync settings

While Zoho CRM is connected, the What syncs with Zoho CRM card sits under the top button row on the integration page. Toggles save immediately. New connections start with Read on for everything and Send off.

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Synced records

Every synced record shows the Zoho CRM marker, “Last synced ” or “Not synced yet”, and a Refresh action. Refresh shows only while Read is on for that entity.

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Sync issues

Records that fail to sync appear in the Sync issues list on the integration page, with the record, the reason, and a Retry action. The integration never deletes Pike data on its own. A record removed in Zoho CRM is marked “Removed in Zoho CRM” in Pike, never deleted.

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Disconnect

Disconnecting Zoho CRM stops syncing and keeps all imported data. Linked records keep their history.

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Permissions

Synced data respects Pike roles and private projects. A private project’s link never syncs to Zoho CRM.

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Limits

  • Pike does not create accounts, contacts, or deals in Zoho CRM.
  • Leads sync only once converted to an account, contact, and deal.
  • Custom modules do not sync.