Every Effi lead appears as a deal in Zoho CRM, and stage changes sync automatically.
Who this is for: Brokers, Enterprise admins
Before you start
A Zoho CRM account with at least one active user.
A Broker, Business Admin or Admin Broker role in Effi.
Know which Zoho layout and stages you want to match.
Steps
Go to Settings > Integrations.
Find Zoho CRM and switch it on.
Choose the Zoho layout to use.
Under Stage Mapping, match each Zoho stage to an Effi stage, for example:
Zoho stage
Effi stage
Submitted to Lender
Application Submitted
Formally Approved
Conditionally Approved
Click Save.
How the sync works
Each synced lead creates a deal in Zoho, plus a contact for the primary applicant.
Syncing happens in the background whenever the stage changes in Effi. You can also use the manual sync button.
Loan splits are combined into one lodgement section, because Zoho doesn't support per-split fields.
Troubleshooting
Stage didn't sync: stage names must match Zoho exactly (for example "Formally Approved", not "Formal").
All deals go to one person: if your Zoho account has one user, deals are assigned to that user.
Need custom field mappings: contact support.
Zoho layouts currently focus on refinance workflows.
Need a hand?
Email [email protected] and our team will get back to you.