Set up live sync with Zoho CRM

Zoho CRM live sync replaces the manual deal-export step with a continuous background pull from your Zoho account, so closed-lost deals show up in Thawly automatically across every Zoho data centre.

What live sync does#

• Thawly watches your Zoho CRM for new and updated Closed Lost deals across every pipeline you give it access to.
• Lost deals you mark in Zoho appear in Thawly automatically — no re-export, no module-by-module CSV juggling.
• Re-engagement signals fire when one of your monitored companies' UK public-data triggers lines up with a closed-lost deal in your Zoho CRM.

What data Thawly reads#

Read-only on deals + accounts; write only when you opt in to activity write-back. The Zoho OAuth consent screen will show the following scopes:

• ZohoCRM.modules.deals.READ — pull deals, stages, amounts, closing dates, and Lost_Reason fields.
• ZohoCRM.modules.accounts.READ — pull the associated account name and website so Thawly can match it to Companies House.
• ZohoCRM.modules.notes.ALL — used only if you opt in to the activity write-back feature (default off). When on, Thawly creates a single timestamped note on the Zoho deal each time it surfaces a re-engagement signal.
• ZohoCRM.settings.layouts.READ — read deal-layout metadata so Thawly can map your custom Lost-Reason picklist correctly.
• ZohoCRM.settings.pipeline.READ — read your pipeline + stage metadata so the import filter shows the right Closed-Lost stages.

Thawly never sees contact-level personal data — no email addresses, no phone numbers, no contact names. Only company-level deal context.

What Thawly never does#

• Never writes back to your Zoho CRM unless you explicitly opt in to the optional activity write-back feature (default off).
• Never deletes records.
• Never reads contacts, leads, or any module other than Deals + Accounts (with Notes if write-back is on).
• Never modifies stages, owners, amounts, or close dates.

Set up#

Click below to connect. Thawly first shows a quick setup step where you choose your sync cadence (one-time import or ongoing sync) and connection mode (read-only or two-way write-back), then redirects you to Zoho's sign-in page (the regional accounts server matching your Zoho data centre — .com, .eu, .in, .com.au, .jp, or .ca) to grant the permissions listed above. After approval, you're back in Thawly with sync active.

Heads-up: If your Zoho admin has the "warn about third-party apps" setting enabled, you may see a one-time advisory flagging Thawly as a third-party app. This is normal for any app installed directly from outside Zoho's marketplace — it is not a security issue with Thawly. Review the requested scopes and click Accept.

Connect Zoho CRM →

You'll be asked to sign in to the Zoho account that owns your CRM (admin seat recommended), then to tick Accept on the permissions screen. The first sync runs immediately. The token response carries your account's api_domain, so subsequent calls automatically pin to your regional data plane.

If you'd rather skip OAuth and do a one-off CSV export instead, the manual route still works: Migrate from Zoho CRM.

After setup#

• Sync runs every 15 minutes in the background.
• See sync status, last-sync time, total deals imported, and the resolved Zoho data centre on the integrations page.
• Disconnect any time from Settings → Integrations — revokes the OAuth token and stops all future syncs. Already-imported deals stay in Thawly.
• If the connection breaks (token rotation, scope change, region migration), the card flips to a red "Reconnect" state. Sync resumes the moment you reconnect.