# Integration with Zoho CRM Section: Integrations Description: Connect Tidio with Zoho and manage contacts and conversations from your CRM. Verified against Tidio panel 12.331.0 Last updated: 2026-11-10 Source: https://help.tidio.com/articles/integration-zoho-crm/ Integrating Tidio with your Zoho CRM account is an efficient way to streamline your workflow, keep track of Tidio conversations, and ensure your customer information is always up-to-date. **In this article, you'll learn:** - [How to integrate Tidio with Zoho CRM]() - [How adding and updating contacts in Zoho CRM works]() - [How sending chat transcripts from Tidio to Zoho CRM works]() ## How to integrate Tidio with Zoho CRM Open your Tidio admin panel and navigate to the **Integrations** section in the left sidebar. Then, click on the **Zoho** tile. ![The Integrations page with the Zoho tile visible]() You'll see a window with a summary of all integration benefits. To proceed, click on the blue **Install Zoho** button. ![The Zoho integration overview with the Install Zoho button]() Now you need to create a new connection. To do so, select **New Authentication**. ![The Zoho connection wizard with New Authentication available.]() Please make sure to authenticate the connection and give Tidio access to the requested modules and data. ![The Zoho authentication screen requesting access to account data.]() You are all set. From now on, every subscriber created or updated in Tidio will be created or updated in Zoho CRM. ## How adding and updating contacts in Zoho CRM works Whenever a new subscriber is created or updated in Tidio, we will send it to your Zoho CRM account. If a contact with a given email address is not found, we will create one. If a contact already exists in your Zoho CRM account, then we will update it with data in Tidio. You can also map custom contact properties to fields in Zoho CRM. The default contact properties include: - email address - first and last name - phone number - email subscription status In case of a contact update, If we do not have a value for a property, then it will overwrite the value in Zoho CRM. You can create or update contacts in Tidio in several ways: - Through pre-chat survey - Using flows to collect contact information - Changing it manually during a conversation Every change will be reflected in Zoho CRM automatically. 💡 It may take up to 5 minutes to see changes in Zoho CRM. ## How sending chat transcripts from Tidio to Zoho CRM works Every time you mark a conversation with a visitor as solved, we will send a chat transcript to your Zoho CRM account. That way, you can keep track of all your conversations. **There are two ways to send chat transcripts to Zoho CRM:** - By [pressing the **Solve** button]() when you finish talking with a visitor - By enabling the[ automatic solving]() in the **Workflows** section of **Settings** The chat transcript is assigned to a contact in Zoho. If there's no such contact, then new contact will be created. You'll see the transcript added as a note. ### How to mark a conversation as solved To solve a conversation, click on the **Solve** button in the conversation header in the **Inbox**. ![An Inbox conversation with the Solve button visible]() ## How to enable the auto-solve feature The option is available inside the **Workflows** section. You can access it by navigating to **Settings \> Workflows** in your Tidio project: ![The Settings navigation with Workflows selected]() 💡 **Please note:** Workflows are available on the **Growth** plan and above. You can also use **Solve** manually without setting up a workflow. Inside, you will find two main tabs: **My Workflows** and **Templates**. This is where you manage all your workflows in general - see a list of your added workflows, create new ones, or browse the available templates. To enable automatic solving (for conversations and/or tickets), you will need to access the **Templates** tab: ![The Workflows Templates tab showing automatic solving templates]() For the rest of the instructions, please see [this dedicated guide]() on automatic solving. ## Further reading - [Live chat conversations]() - [Start collecting leads]()