Integration · Zoho CRM

CapScout for Zoho CRM

Tag a lead or contact “CapScout” in Zoho and they come into CapScout under their agent. Reports sent and opened, stage moves and logged calls, texts, emails and meetings go back to their Zoho timeline as notes.

Start your 7-day free trial How to connect it

What moves, and which way

From Zoho CRM Names, emails, phones, and which agent each person belongs to Zoho stays the record of who someone is. A linked person’s name, email and phone are edited in Zoho, and the next sync brings the change over.
To Zoho CRM Reports sent and opened, stage moves, logged calls, texts, emails and meetings Each one is a note on the person’s Zoho timeline that says what happened and links back to CapScout. A client’s yes, maybe or no on a home, a client returning to their reports, a deal moving and new homes matching their buy box are written the same way.
Stays in CapScout The analyses, deal rooms and the text of emails and notes A Zoho note carries what happened and a link back. An email’s text and the notes under a touch stay in CapScout; only the one-line summary an agent types is sent.

What to know before you connect

What you need	The CapScout Team plan, a CapScout Owner or Admin to connect it, and a Zoho CRM admin to approve it on Zoho’s page.
Which people come in	Leads and contacts you tag “CapScout” in Zoho (you can change the tag), plus anyone you look up in Zoho while adding a contact in CapScout. Not the whole book.
Who owns them here	Zoho users are matched to your agents by email, and you can change any match. People owned by a Zoho user with no match come in under the member who connected Zoho until you pick an agent.
How fast	Usually within seconds while Zoho’s change notifications are running, and within 10 minutes otherwise. Sync now pulls straight away.
A lead that starts in CapScout	Added to Zoho as a Lead. As “A new lead” your Zoho workflows run on it; as “A person only” it arrives quietly with a note.
Where follow-ups run	Your choice. In Zoho: CapScout’s stage follow-ups are switched off so nothing doubles up with your Zoho workflows, and any open ones are retired after CapScout shows you how many. In CapScout: CapScout runs them.
Moving over	Optional. Leads arrive as New lead and Contacts as Active, with their notes, calls and tasks, and follow-ups then run in CapScout. Running it again updates people rather than duplicating them.
Data centers	Any Zoho data center. Approval starts at Zoho’s US sign-in, which sends you on to the one that holds your account.
Disconnecting	CapScout stops syncing, forgets the credentials and asks Zoho to withdraw its access. Everyone already in CapScout stays, and their names, emails and phones become editable here.

What it doesn’t do

CapScout doesn’t import emails, call recordings or attachments from Zoho. Moving your book over brings people, notes, calls and tasks; the import screen says what stays behind before you start.
Stage moves are written to Zoho as notes; the stage itself is never copied either way. Changing a lead’s status in Zoho doesn’t move the person’s CapScout stage, which follows the deals and touches recorded in CapScout.
One Zoho CRM account per team.

Questions about Zoho CRM and CapScout

Does CapScout see my Zoho password?

No. You approve CapScout on Zoho’s own page. Zoho gives CapScout read and write access to Leads, Contacts and Notes, and read access to Calls, Tasks, your user list and your organization details; never your password. You can disconnect at any time.

What does it cost?

The integration has no separate charge: it comes with the CapScout Team plan. The 7-day trial covers 3 seats. After it, Team is $129 a month for 3 seats plus $39 for each extra seat. Adding a seat during the trial ends it and starts billing that day. The trial needs a card on file.

What if a Zoho user has no matching agent?

Their people come in under the member who connected Zoho (or the team’s Owner, if that member has left) until you pick an agent for that Zoho user on the connection card.

Connect Zoho CRM to CapScout

Start your 7-day free trial A 7-day trial for 3 seats, then the Team plan at $129 a month (+$39 per extra seat); adding a seat during the trial starts billing. Questions about the integration: info@capscout.ai.