The Zoho CRM integration connects Jet Admin to your Zoho CRM account, so you can view and update leads, contacts, and deals directly from a Jet Admin app instead of switching to Zoho. It's a way to combine CRM data with information that lives in other systems, in a single interface built for your team.

Once connected, Zoho CRM data can be joined to records in your own database, scoped by role, and routed through an approval step before a deal stage changes or a lead is created. Every action is recorded in Jet Admin's audit log alongside the rest of your app's activity.

Key benefits

• One view for sales and other data. Combine Zoho CRM records with data from your own database.
• Automated lead intake. Create a lead in Zoho CRM directly from a Jet form submission.
• Pipeline visibility. Track deals and their stages alongside the rest of your business data.
• Full audit trail. Every CRM update made through Jet Admin is logged.

How to connect Jet Admin with Zoho CRM

1. In Jet Admin, go to Data Sources and select Zoho CRM.
2. Authorize Jet Admin to access your Zoho CRM account.
3. Choose the modules (leads, contacts, deals) Jet Admin should read from and write to.
4. Test the connection to confirm Jet Admin can read and update CRM records.
5. Build a table, form, or action in Jet Admin using your Zoho CRM data.