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Integrations · Zoho CRM

Field sales capture for teams that run Zoho CRM

SEL XP is what your reps use in front of the customer: it reads business cards in Arabic and English, saves with no signal and sends the follow-up before they leave. The Zoho CRM connector is the next one being built. Until it is ready, leads go to Zoho CRM as a spreadsheet you import.

Book a demo How it works

NextThe connector is the next one we build. Today, leads reach Zoho CRM as a spreadsheet.

SEL XP and Zoho CRM

What works with Zoho CRM today

  • Capture in front of the customer

    A business card in Arabic or English, a QR code or a quick note. The lead is qualified on one screen and saved, with or without a signal.

  • Follow-up before you leave

    An email in your approved wording or a WhatsApp message with the right catalogue. This does not wait for any CRM.

  • A spreadsheet for Zoho's import

    Managers and admins export the leads they may see, up to 5,000 at a time, filtered by event, company, team and period.

  • Your numbers, without the CRM

    Leads, hot leads, pipeline and time to first follow-up are in the app's Overview from the first day, by team and by person.

  • The connector, next

    Sign-in with Zoho, in the data centre your account uses. It is the next connector on our list, after Odoo.

  • Every export on record

    Each export is written to the audit log with its filters and how many leads it held.

How it works

Step by step

Until the connector is ready, an admin moves leads across in a few minutes a week.

  1. 01

    Capture as usual

    Reps scan cards and save leads on visits and at exhibitions. Follow-ups go out at once.

  2. 02

    Narrow the list

    In the Overview, choose the period, the team or the event you want to move.

  3. 03

    Export

    Press Export. The spreadsheet has one lead per row, with times in your time zone.

  4. 04

    Import into Zoho CRM

    Use Zoho CRM's own import for leads and match the columns to its fields.

Good to know

What it does not do, said plainly

  • There is no live connection to Zoho CRM today. Leads reach it by spreadsheet export and Zoho's own import.
  • The connector is next on our list, after Odoo. We do not publish a date here: ask us where it stands.
  • An import does not carry the lead's history or its next task the way a connector will. Check for duplicates in Zoho when you import.
  • HubSpot, Salesforce and Dynamics 365 connectors follow Zoho CRM.

Questions

Zoho CRM: what people ask

Does SEL XP work with Zoho CRM?

Not as a live connection yet. The Zoho CRM connector is the next one being built. Today a manager or admin exports leads from SEL XP as a spreadsheet and imports them with Zoho CRM's own import, while capture and follow-up work in full.

How do we get leads into Zoho CRM today?

Export them from the Overview as a spreadsheet, narrowed to a period, a team or an event, then use Zoho CRM's import for leads. You match the columns to Zoho's fields. It can be done weekly, or on the evening an exhibition closes.

When will the Zoho CRM connector be ready?

It is the next connector we build, after Odoo, and we do not publish a date for it. If Zoho CRM is what your team runs, tell us when you ask for a demo and we will say exactly where the work stands.

Will the connector use our Zoho data centre?

That is the plan: you sign in with Zoho, and the connector works with the data centre your Zoho account is in. Zoho opened data centres in Dubai and Abu Dhabi in January 2026, which matters to companies that keep data in the UAE.

Is it worth starting before the connector exists?

It depends on what hurts today. Card scanning in Arabic and English, capture with no signal, follow-up from the meeting and the manager's numbers need no CRM connection. If retyping into Zoho is your main problem, wait for the connector.

Zoho and Zoho CRM are trademarks of Zoho Corporation. This product is not made or endorsed by Zoho.

See it with your team

See it with Zoho CRM, and with your team.

Tell us how your team sells and which tools you run. We will show you the app with your products, your team structure and your CRM in mind.

Book a demo See pricing
  1. What happens next
  2. Day 0You send the form. We reply within one working day.
  3. 30 minA call on your screen: capture, follow-up, CRM and what your managers see.
  4. Set-upWe build your workspace with you: companies, teams, products, wording.