Map the record lifecycle
Before planning a custom exchange, specify when a conversation becomes a lead, which system owns edits, and how duplicate or conflicting records should be handled.
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Business systems
Review the data ownership and workflow requirements for a possible CRM connection.
Before planning a custom exchange, specify when a conversation becomes a lead, which system owns edits, and how duplicate or conflicting records should be handled.
Document the purpose and permissions for every transferred field, as well as which team is responsible for updating and responding to the record.
This page is an integration-planning guide only; it does not authorize access to or synchronization with a Zoho account.
Next step
We will review channel availability, permissions, governance, and rollout requirements with your team.