- Log in to your Zapier account, click “+ Create”, then select “Zaps”.
- Click "Trigger”.
- Choose Zoho CRM as the trigger app.
- Select a trigger like "New Lead”, "New Contact”, or "Updated Module Entry”.
- Connect your Zoho CRM account and click “Continue”.
- Click "Test trigger”.
- Click "Continue with selected record”.
- Select Clay as the action app.
- Choose an action like "Create Record in Table”.
- Connect your Clay account and click "Continue”.
- Map the fields from Zoho CRM to Clay.
- Click "Test step”.
- Hit "Publish" to activate the automation.
How To Integrate Zoho CRM With Clay
Try this interactive demo to learn how to integrate Zoho CRM with clay.
📌 Why this matters
This integration automatically syncs your CRM data with Clay's enrichment capabilities, eliminating manual data entry while keeping your lead information constantly updated. You'll transform basic contact details into comprehensive profiles with additional company data, social insights, and qualification scores. The real advantage comes from Clay's ability to run complex data operations on your CRM records at scale, turning your standard lead database into an intelligence-rich prospecting engine that updates itself whenever your pipeline changes.
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