Mach Five Magnet and Zoho CRM

Every captured lead lands in the Zoho CRM Leads module automatically, with the magnet conversation as a note.

Set Up

Open the app and go to Settings, then Integrations, then Zoho CRM. Then:

1. Click Connect and sign in to the Zoho account this workspace should sync into.
2. New leads sync within minutes. Existing Zoho leads are updated by email, never duplicated.
3. Optional: turn on qualified-lead sync to set the Zoho lead status when you qualify a lead.

What Syncs

Each captured lead becomes a Zoho CRM lead, with the conversation saved as a note. Qualified leads update the Zoho lead status.

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