Connect Zoho

Connecting Zoho CRM brings your accounts, deals, contacts, and win/loss outcomes into Playwise HQ and keeps them in sync — so reps see live opportunities beside the right battlecard. This guide walks through the whole setup, screen by screen.

What you’ll do

1. Authorise Playwise HQ to access Zoho.
2. Let Playwise HQ auto-configure your field mappings.
3. Review and adjust four things: field mappings, reference data, users, and win/loss reasons.
4. Complete setup to switch sync on.

Set aside about 10–15 minutes. Nothing syncs until you complete setup, so you can leave and come back.

Before you start

• You need the Admin role in Playwise HQ.
• Be signed in to Zoho as someone who can authorise a third-party app.

1. Start the connection

1. In Playwise HQ, click the profile icon in the top-right of the header and choose Integrations.
2. On the Zoho card, click Connect.
3. On the Connect to Zoho screen, click the Connect to Zoho button. You’ll be sent to Zoho to sign in and grant access, then returned to Playwise HQ automatically.

Zoho handles your data centre and region during its own sign-in, so there’s nothing to pick in Playwise HQ — just sign in to the Zoho account you normally use.

2. Let Playwise HQ auto-configure

Playwise HQ now sets things up for you — discovering your Zoho fields, recommending field mappings, matching reference data, and matching users by email. This takes a few seconds and needs nothing from you. When it finishes, the Review Configuration screen opens.

3. Review your configuration

The Review screen has one card for each part of setup. Work down them — most are already done for you, so you’re mainly confirming and filling gaps.

Field mappings

This controls which Zoho field feeds each Playwise HQ field. The common fields are already mapped.

1. To check or change them, expand an entity row and click Edit all fields.
2. The editor has a tab per record type: Organization, Opportunity, and Contact.
3. Each row links one Playwise HQ field to a Zoho field. Use the direction dropdown to choose Bidirectional, To Zoho, or From Zoho, and the Select external field dropdown to pick the Zoho field.
4. Auto-configured fields are read-only — you only fill in any unmapped fields you care about.
5. Click Save Mappings.

Reference data

Playwise HQ lines up your Zoho lists — Industries, Opportunity Stages, and Opportunity Types — with its own. Each has its own card.

1. Click the card’s button (Review, Set up, or Reconfigure) to open the reconcile panel.
2. Playwise HQ imports the Zoho values and only asks you to resolve “orphans” — Playwise values still in use that didn’t match. Pick a replacement for each, then apply.

User mapping

This makes sure deal ownership syncs to the right person.

1. Click Edit on the User Mapping card.
2. Each row is a Playwise HQ user. Use the Select CRM user dropdown to link them to their Zoho user — anyone matched by email is already filled in.
3. Turn on the Fallback owner switch for whoever should own records whose owner can’t be matched (it defaults to you).
4. Click Save & Close.

Win/loss reasons

If you record why deals are won or lost in Zoho, Playwise HQ can pull that in.

1. On the Win/Loss Reasons card, turn on Do you capture win/loss reasons in Zoho?
2. Click Select Fields, tick each Zoho field that holds a reason, and set whether each is a Win, Loss, or Both.

Prefer to leave this off? Playwise HQ will simply prompt your team to capture reasons when deals close.

4. Complete setup

When you’re happy, click Complete Setup.

• If anything essential is missing, Playwise HQ lists it and keeps the button disabled until you fix it.
• Warnings don’t block you — you can complete setup with them showing.

Sync switches on at that point — from then on, changes in Zoho flow into Playwise HQ and changes in Playwise HQ flow back. Existing records come across as they are created or updated.

Good to know

• Playwise HQ never asks you to choose a Zoho region or data centre — that’s decided when you sign in to Zoho. If you have several Zoho accounts, make sure you sign in to the right one during step 1.
• If the connection later shows an error, see Reconnecting a CRM integration.

Related

How CRM sync works

Manage or disconnect a CRM