Connect Thryv® to Zoho CRM to send eligible new leads to your sales team automatically. Your team can review contact details, lead scores, sentiment, and notes on the Lead record in Zoho CRM.

When a synced Lead is converted and has an associated Deal, Thryv can report the Deal’s value against the original lead. Closed Won Deals count as revenue, and open Deals are shown separately as potential revenue.

Beta availability: You can connect Zoho CRM directly from Settings → Integrations. Contact your Business Advisor if you’d like more information or help getting connected.

Table of contents

• Connect Thryv to Zoho CRM
• Update an existing Zoho CRM connection
• See which leads sync
• Find synced leads in Zoho CRM
• Track revenue from Zoho CRM Deals
• Check or disconnect the integration
• Frequently asked questions

Connect Thryv to Zoho CRM

1. In Thryv, select Settings.
   
    
2. Select Integrations.
   
    
3. Find Zoho CRM and select Connect.
   
    
4. Click Allow and follow the prompts to sign in to Zoho CRM. Review the requested permissions and authorize the connection so Thryv can send leads and read Deal data for revenue reporting.
   
    
5. Return to Settings → Integrations and open Zoho CRM to check the connection status. Once connected, eligible new leads start syncing automatically.

Update an existing Zoho CRM connection

If you installed the Zoho CRM integration before October 2, 2026, reinstall it to grant Thryv the permissions it needs to read Deal data.

1. In Thryv, go to Settings → Integrations.
2. Open Zoho CRM and select Remove.
3. Return to Integrations, find Zoho CRM, and select Connect.
4. Sign in to Zoho CRM and grant the requested permissions.

Removing the integration stops syncing until you reconnect. Lead records, tags, and notes already in Zoho CRM stay in place. Revenue tracking starts from the date you reinstall; Thryv doesn’t backfill revenue for leads synced before that date.

See which leads sync

Thryv checks the score of incoming leads from calls, form submissions, and listing inquiries before sending them to Zoho CRM.

Thryv sends eligible leads received after you connect Zoho CRM. Leads received before you connect aren’t imported.

Find synced leads in Zoho CRM

Open the Leads module in Zoho CRM. Thryv looks for a matching Lead by internal record ID first, then by email address, then by phone number. If it finds a match, it updates that Lead. If there’s no match, it creates a new Lead.

Thryv adds call and form details as new notes without replacing existing notes. Lead sync doesn’t send payment information, job history, or additional contact fields. Your team can continue qualifying and converting Leads in Zoho CRM.

Track revenue from Zoho CRM Deals

To report revenue for a synced Lead, convert it in Zoho CRM and make sure the resulting Contact and Account have an associated Deal. Thryv checks those Deals nightly and attributes qualifying values to the original Thryv lead.

To view won revenue and potential revenue, go to Settings → Integrations in Thryv and open Zoho CRM.

Thryv uses Deal values for return on ad spend (ROAS) reporting. These values don’t show how much you’ve collected. Payments and refunds from Zoho Invoice and Zoho Books aren’t included.

Revenue tracking applies to leads synced from the installation date forward. If you reinstall to grant Deal access, tracking starts from the reinstall date. Thryv doesn’t backfill revenue for earlier leads.

For more about reporting in Thryv, see See Your Projected ROI: Understanding the Return on Your Investment.

Check or disconnect the integration

To check the connection, go to Settings → Integrations in Thryv and open Zoho CRM.

To disconnect:

1. Go to Settings → Integrations.
2. Open Zoho CRM.
3. Select Remove.

Removing the integration stops new lead syncs and future Deal checks. It also removes Thryv’s access through the connection. Existing Leads, Contacts, Accounts, Deals, tags, and notes stay in Zoho CRM.

Frequently asked questions

How does Thryv score phone leads?

ThryvAI looks for signs of intent in calls received on tracked phone numbers, such as asking for a quote or discussing a specific service. Use the score alongside the call summary to decide who to follow up with first.

Learn more about how Thryv calculates lead scores and sentiment.

Why didn’t my lead sync to Zoho CRM?

Check the connection status in Thryv and confirm that the lead arrived after you connected. Leads scored 1 or 2 don’t sync. If the lead qualifies, search the Leads module by email address or phone number. Thryv may have updated an existing Lead.

Why isn’t my Deal showing revenue in Thryv?

Confirm that the Lead synced from Thryv on or after your installation date, that you converted it in Zoho CRM, and that it has an associated Deal. If you just updated the Deal, check again after the next nightly update. A Closed Won Deal counts as won revenue. An open Deal appears separately as potential revenue, and a Closed Lost Deal doesn’t count.

Does Thryv import all my Zoho CRM Deals?

No. Thryv reads Deal information for reporting only when the Deal is tied to a lead synced from Thryv. It doesn’t import unrelated Deals, Contacts, or Accounts.

Can Thryv create or change Deals in Zoho CRM?

No. Thryv creates or updates Lead records and adds tags and notes for lead sync. It reads Deal data for reporting. Your team converts Leads and manages Contacts, Accounts, and Deals in Zoho CRM.