> ## Documentation Index
> Fetch the complete documentation index at: https://developers.callaro.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho CRM

> Connect Zoho CRM to keep lead records, activity logs, and follow-up state aligned with phone outcomes.

# Zoho works well for leaner go-to-market teams that still need disciplined post-call updates.

## Prerequisites

* Zoho CRM admin credentials.
* Field mapping template approved by Sales Ops.
* Test campaign contacts in a non-critical segment.

## Setup workflow

1. Connect Zoho integration from Callaro admin settings.
2. Map call outcomes and follow-up fields to Zoho modules.
3. Configure note/activity creation behavior.
4. Run a small supervised campaign and validate write quality.

## Validation checklist

* Correct records are updated for sample completed calls.
* Outcome values match your reporting vocabulary.
* Duplicate updates are not created when webhooks retry.

## Known limits

* Custom module structures can require extra mapping effort.
* Inconsistent picklist values reduce reporting quality.
* High-volume backfills should be staged in batches.

Use a field mapping review to decide which values are authoritative in Callaro versus Zoho before the first live campaign.