# Zoho



The card's own line: *"Connect your form to your Zoho account to create
contacts, companies, Leads and Deals etc."*

## Connecting [#connecting]

OAuth, from the **Integrations** screen. Click **Authenticate** on the Zoho
card and authorise Surface in Zoho. The card then reads **Disconnect**.

## What You Can Do with It [#what-you-can-do-with-it]

Seven workflow actions:

| Action                                              | Does                                                   |
| --------------------------------------------------- | ------------------------------------------------------ |
| Zoho Create Lead · Zoho Create or Update Lead       | A lead record                                          |
| Zoho Create Contact · Zoho Create or Update Contact | A contact record                                       |
| Zoho Create Account                                 | An account                                             |
| Zoho Create Deal                                    | A deal                                                 |
| Zoho Get Owner                                      | Look up an owner, so a later action can assign to them |

Leads and contacts have upsert twins (`ZohoUpsertLead`, `ZohoUpsertContact`);
accounts and deals are create-only. If a workflow repeatedly submits the same
company, expect duplicate accounts unless you branch on a
[lookup](https://www.withsurface.com/docs/platform/forms/workflows) first.

## Keeping Records Current, Not Just Connected [#keeping-records-current-not-just-connected]

The [CRM System Agent](https://www.withsurface.com/docs/platform/system-agents/crm-agents) covers Zoho
alongside HubSpot, Salesforce and Attio, and works the records on an ongoing
basis rather than only at submission time.

[Workflow Builder →](https://www.withsurface.com/docs/platform/forms/workflows) ·
[Integrations directory](https://www.withsurface.com/docs/platform/integrations)