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Category: CRM · Access: read-only at setup · Actions: drafted for your approval
Connect Zoho CRM so Vivacity can see your CRM and help you act on it. Your data stays read-only while Vivacity learns. Anything it suggests is drafted for you to approve - it never sends or changes anything in Zoho CRM without your sign-off.

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What Vivacity does with Zoho CRM

  • Read contacts, deals and pipeline stages (read-only).
  • Rank who to contact next and explain why.
  • Draft outreach and follow-ups for your approval.

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What syncs

Vivacity reads the following from Zoho CRM (read-only):
  • Contacts, companies and leads
  • Deals / opportunities and pipeline stages
  • Activity, notes and record owners
Vivacity only ever reads the data you connect. It does not write back to Zoho CRM unless you explicitly approve an action.

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Connect Zoho CRM

1

Open Connectors

In Vivacity, go to Settings → Connectors.
2

Choose Zoho CRM

Find Zoho CRM under CRM and select Connect.
3

Authorise with Zoho CRM

You’ll be redirected to Zoho CRM to sign in and approve read-only access. Vivacity never sees your Zoho CRM password.
4

Choose what to share

Pick the account, store or property to sync, then confirm.
5

Confirm the connection

Vivacity runs a first sync. You’ll see a Connected badge when it’s ready (usually a few minutes).

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Permissions & security

  • Read-only by default. Setup grants read access only.
  • You stay in control. Every suggested action is drafted for your approval before anything happens.
  • Encrypted & revocable. Credentials are stored encrypted; disconnect any time in Settings → Connectors.
See Data & permissions for the full picture.

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Troubleshooting

Make sure you’re signed in to the correct Zoho CRM account with admin access, then retry. If a pop-up was blocked, allow pop-ups for Vivacity and try again. Still stuck? See Connection issues.
Vivacity syncs on a schedule. Trigger a manual sync from Settings → Connectors → Zoho CRM → Sync now, or see Data & sync.
Zoho CRM access can expire or be revoked. Open the connector and select Reconnect to restore it - your history is kept.

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Watch: connecting Zoho CRM

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