Zoho CRM holds your leads, contacts, accounts, and deals. Connecting it as a data source through the Connectors library syncs those modules into your Alta workspace, where they become training data for Alta and a foundation for your metrics, dashboards, and Luna analysis. Once it's flowing, you can measure pipeline and conversion, segment by any Zoho field, and ask Luna questions in plain English. Zoho connects with credentials.

Who this is for: Teams running their CRM in Zoho who want that data measured and queried across Alta.

Before you start

Have your Zoho CRM credentials ready and note your Zoho data center / region (for example .com, .eu, .in, or .com.au) — Zoho is region-specific and this is the most common setup snag.
Use a user/role with read access to the modules you want to sync.
Connect a source only once per workspace. If Zoho CRM already shows Connected, edit the existing connection.

Connect Zoho CRM

Open Connectors from the sidebar.
Find Zoho CRM via the CRM tab or the Search data sources box.
Click the Zoho CRM card to open the Create connector screen.
Fill in the connection fields shown, then click Create.
Alta runs a connect test. If it fails you'll see The connect test has failed with Zoho's error message — correct the field and retry.
The card then shows Connected and Data is syncing until the first sync finishes.

Choose which tables sync

Open the connection. Zoho CRM brings in standard modules like leads, contacts, accounts, and deals.
Use the Synced toggle in the Zoho CRM tables section to control what's pulled in.
Turn off Show only synced tables to see everything available, including custom modules and fields.

Key tables and fields synced

leads — top-of-funnel: id, Lead_Status, Lead_Source, Company, Created_Time, Owner
contacts — people: id, Email, Account_Name, Title, Owner
accounts — companies: id, Account_Name, Industry, Annual_Revenue, Employees
deals (potentials) — pipeline: id, Amount, Stage, Probability, Closing_Date, Pipeline, Owner
activities (tasks / calls / events) — linked to leads, contacts, and deals

What you can ask this data

Once it's syncing, build it into metrics and dashboards or just ask Luna / Ask AI. For example:

"What's open pipeline by stage and owner?" — sums deals.Amount grouped by Stage and Owner.
"Which lead sources convert best?" — compares converted leads grouped by Lead_Source.
"How many deals closed this quarter?" — counts deals by Stage = won and Closing_Date.
"What's revenue by industry?" — joins deals to accounts.Industry.
"What's our average deal size by owner?" — averages Amount grouped by Owner.

Example use cases

Lead-to-deal funnel. Track conversion from leads through deals by source and owner.
Pipeline & forecast. Weighted forecast using Amount × Probability by Stage.
Segment performance. Win rates and deal sizes by Industry and account size.
Train Alta on fit. Accounts and won deals teach Alta your best-fit profile for sharper targeting.

Keep it in sync

Sync status shows Last sync (Succeeded/Failed) and the Sync frequency.
Click Sync now to refresh immediately; it's disabled while a sync is running.
Use the overflow menu (⋯) to Disable, Enable, or Delete.

Tips and common pitfalls

Pick the right region. A wrong data center is the most common reason the connect test fails for Zoho.
"Potentials" = deals. Zoho's deal module is historically called Potentials — look there for pipeline amounts and stages.
Sync only the modules you need to keep syncs fast.
Deleting is permanent. Disable instead to pause.