Send Instantly AI Entries to Zoho

Instantly AI to Zoho Integration Guide

With Syncspace, you can automatically send new entries from your Instantly AI directly to your Zoho account—no coding or technical skills required. Your form data flows automatically from one platform to the other.
Just follow the steps in this guide, and your Instantly AI submissions will start showing up in Zoho automatically.

It’s fast, simple, and saves you time.

Prerequisites:

• You have access to both Instantly AI-enabled WordPress site and a Zoho account.
• You are logged in to both platforms.

Step 1 Click on App Credentials

Step 2 Create a New Credential

Step 3 Configure App details

• Add your App Name
• Select Zoho from the Multiselect Dropdown

Step 4 Add your Zoho Access Token, click Verify, and then click Save.

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

• Add your Client Id from Zoho
• Add your Client Secret from Zoho

Step 5 Click on Add Space to create a new space

Step 6 Select your Source App from the dropdown

•  Choose Instantly AI
  

Step 7 Copy the Webhook URL generated for Instantly AI

Step 8 Steps to Verify Webhook URL in Instantly AI in

Need help creating credentials? Click here for the guide.
If you’ve already done that, continue below to create the space.

 

Step 9 Go back to the space and click Verify Webhook, then click Continue

Step 10 Select your Target App from the dropdown

• Choose Zoho

Step 11 Choose "Lead" as the model for Zoho.

Step 12 Select the Zoho account you created earlier while setting up your app credentials.

Step 13 First Save then, Click on Map Fields

Step 14 Match your fields to Zoho fields

• Example: Name → Full Name, Email → Email, Phone → Phone Number

Step 15 Choose how you want to save your space

You will see two buttons: Save as Draft and Save and Activate.

• Click Save and Activate, your space will be saved and activated automatically.

• Click Save as Draft, This will save your space, but it won’t be active. You can activate it later by following the next steps.

Step 16 From the Action Column, click to Activate Your Space

Step 17 Log in to your Zoho account and go to the CRM module --> Leads

• You should see the new record created based on the form data