CRM · 03 of 3

Zoho CRM

Accounts & Contacts, scheduled sync. OAuth via the Zoho API console — pull runs on your chosen interval, default every 15 minutes.

Setup

Register your app at the Zoho API console, authorize via OAuth, and set your preferred pull interval — 15 minutes by default, adjustable to match how fast your team needs updates to land.

What syncs

Accounts and Contacts pull from Zoho on your schedule. Every pull is logged, so you can see exactly what changed and when if a record ever looks off.

Works with Customers mode

Zoho is a common choice for teams running ClioIQ's read-only Customers mode — a synced grid from your external CRM, with all the AI capability — Notetaker, Copilot, risk scoring — still running on top.

Nothing silently stale

The sync-status list always shows when Zoho last pulled, so no one assumes a record is current when it's actually a day old.

Sync status

Zoho CRMSynced every 15 min

ClioIQ CRMLive · instant

Pull interval is yours to set — 15 minutes is just the default.

More CRM connections

SalesforceTwo-way sync of Accounts, Contacts & Opportunities HubSpotContacts, Companies & Deals All IntegrationsCRM, comms, and calendar

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