--- title: Connect with Zoho description: Connect with Zoho --- [Skip to content](https://help.b2brocket.ai/connect-with-zoho-b2b-rocket-help-center#main-content) English Show submenu for translations ![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](mailto:support@b2brocket.ai) [Contact us](mailto:support@b2brocket.ai) How can we help you? - There are no suggestions because the search field is empty. 1. [B2B Rocket](https://help.b2brocket.ai/?hsLang=en) 2. [Settings](https://help.b2brocket.ai/settings?hsLang=en) # Connect with Zoho The Zoho integration allows you to connect your Zoho CRM account to automate the flow of leads from your outbound campaigns. Once connected, leads generated through tools like Lead Finder or email sequences can be directly synced to your Zoho CRM in real-time. This helps your sales team manage leads efficiently within their existing Zoho workflow without switching between platforms or manually copying data. - [Navigation](https://help.b2brocket.ai/connect-with-zoho-b2b-rocket-help-center#Navigation) - [Zoho Integration](https://help.b2brocket.ai/connect-with-zoho-b2b-rocket-help-center#Zoho-Integration) - [Transfer Lead to Zoho](https://help.b2brocket.ai/connect-with-zoho-b2b-rocket-help-center#Transfer-Lead-to-Zoho) Let’s get started 🚀 ### Navigation **Step 1**: Log in to your account and click the **Account** icon in the bottom-left sidebar. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcv2nRvrTuaG1lzqvYa2o0IzX7BeD0QoDbpSiF09XGvTpnYWitAnaqxnumPnSSkacA-frYSBrwDqyDyQntqFYVOVa8b4k2XaCNmV7cbI92TdFgO52O4azluFgHFzifewbENkGzyKA.png?width=917&height=637&name=AD_4nXcv2nRvrTuaG1lzqvYa2o0IzX7BeD0QoDbpSiF09XGvTpnYWitAnaqxnumPnSSkacA-frYSBrwDqyDyQntqFYVOVa8b4k2XaCNmV7cbI92TdFgO52O4azluFgHFzifewbENkGzyKA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278365/efa57b7ae155b716933e6621580d/AD_4nXcv2nRvrTuaG1lzqvYa2o0IzX7BeD0QoDbpSiF09XGvTpnYWitAnaqxnumPnSSkacA-frYSBrwDqyDyQntqFYVOVa8b4k2XaCNmV7cbI92TdFgO52O4azluFgHFzifewbENkGzyKA?expires=1761286500&signature=b6c7b24a518aace6eb63ff3247e339cdd9d00033bf8041899d36b5eb772be6b6&req=dSUvE8t5lYJZXPMW1HO4zb7%2BZNvjdgByHhe3OykkT26T%2F9NqplsnrhfK%2BaTU%0AWu8Xj5bx4J9ESKl%2F2EQ%3D%0A) **Step 2:** Select the **Settings** option to access the **Account Details** page. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXegKbTkWaetwzKrpdEz1AHIIttiDSXghWsw0YbnnWM7gKIwkaMBbAnca4r2ltbgdTBLqbrOlmWtr3UC1xOMYHj6rYtF_1nBCRzbcOHfGDxXkIOAsgNF_fgr2jPbElyzQyr9eTGv.png?width=918&height=634&name=AD_4nXegKbTkWaetwzKrpdEz1AHIIttiDSXghWsw0YbnnWM7gKIwkaMBbAnca4r2ltbgdTBLqbrOlmWtr3UC1xOMYHj6rYtF_1nBCRzbcOHfGDxXkIOAsgNF_fgr2jPbElyzQyr9eTGv.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278366/6cabdd758703a9b60fcb8149860b/AD_4nXegKbTkWaetwzKrpdEz1AHIIttiDSXghWsw0YbnnWM7gKIwkaMBbAnca4r2ltbgdTBLqbrOlmWtr3UC1xOMYHj6rYtF_1nBCRzbcOHfGDxXkIOAsgNF_fgr2jPbElyzQyr9eTGv?expires=1761286500&signature=3c93e54055fe3ff7b807ea91958de27f232132af4bbea7f011f785fa5a221acb&req=dSUvE8t5lYJZX%2FMW1HO4zUKBXXaBJRi1hkGR8MgDksmwa4cVjM3YM3e2ivoB%0AV3vcQ%2F%2B0dCDwgKBPJAk%3D%0A) **Step 3:** In the Settings page, click the **Integrations** tab at the top. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcrYUPAQ9LrY_MjwJYaKF10MW2II2yumegrrHNwwYVg6ZtgkKGpqFkFJQO6IyTh-1iAhz0z_nZVT1_WlQZwZh6h0BSUABFXZSBPQWUnhyoh-CSHgG3fQ_y_5snWLK_-_XpD-nfGUQ.png?width=1366&height=641&name=AD_4nXcrYUPAQ9LrY_MjwJYaKF10MW2II2yumegrrHNwwYVg6ZtgkKGpqFkFJQO6IyTh-1iAhz0z_nZVT1_WlQZwZh6h0BSUABFXZSBPQWUnhyoh-CSHgG3fQ_y_5snWLK_-_XpD-nfGUQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278367/e514db9320d3f9e7a3550fc21897/AD_4nXcrYUPAQ9LrY_MjwJYaKF10MW2II2yumegrrHNwwYVg6ZtgkKGpqFkFJQO6IyTh-1iAhz0z_nZVT1_WlQZwZh6h0BSUABFXZSBPQWUnhyoh-CSHgG3fQ_y_5snWLK_-_XpD-nfGUQ?expires=1761286500&signature=2dbca42fcd4bfa6e90e6ac2ea5420a2f55347d3840e9db22c38f623c060331fa&req=dSUvE8t5lYJZXvMW1HO4zVxsuLgGQz7i1UBBrKggwkj%2BTyFcatHu6lRbrhp8%0AGr40L7VkmEXTxnqeoLE%3D%0A) You’re now on the **Integrations** page, where you can connect CRMs, marketing platforms, and website tracking. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfl5dR37VAya_wkm0aiEVDk0gb3nrD1nyD9QLeb-b9909C0RpFwYRe4resafd0mPlr7uauXrAON_qnVOm5PEaTC7quI9dmGoWuFCK4Hpk3Ht2EsEAIZcx2RMBbFNT-OdOfmh9BuEw.png?width=1366&height=641&name=AD_4nXfl5dR37VAya_wkm0aiEVDk0gb3nrD1nyD9QLeb-b9909C0RpFwYRe4resafd0mPlr7uauXrAON_qnVOm5PEaTC7quI9dmGoWuFCK4Hpk3Ht2EsEAIZcx2RMBbFNT-OdOfmh9BuEw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278884/5c840884169aef1518b0106e2cad/AD_4nXfl5dR37VAya_wkm0aiEVDk0gb3nrD1nyD9QLeb-b9909C0RpFwYRe4resafd0mPlr7uauXrAON_qnVOm5PEaTC7quI9dmGoWuFCK4Hpk3Ht2EsEAIZcx2RMBbFNT-OdOfmh9BuEw?expires=1761286500&signature=6ecc7a32d419143b85f52874388a3422292a160d5732c561363d63433c48246d&req=dSUvE8t5lYlXXfMW1HO4zXztexH6umHmB4UPkBChZ6i2PFTk1wZdizBotOVh%0AvspvPK9%2Bkq5PdE86ejY%3D%0A) **Step 4**: Click on the **Connect** button to authorize access to your Zoho CRM account. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfAnggEHD6VNpFW5149WX5XXOf-OmfqdFd7FXWoV_sS7zujsrLOTW8PBnjZAmb8qKjp7qBObWJNsy9-P0MKeXnGkW-V8wUHl7Y7asE6cjw5ZgL5Nml6mO_Dk1IFFOZE2pWfnJXG7Q.png?width=851&height=250&name=AD_4nXfAnggEHD6VNpFW5149WX5XXOf-OmfqdFd7FXWoV_sS7zujsrLOTW8PBnjZAmb8qKjp7qBObWJNsy9-P0MKeXnGkW-V8wUHl7Y7asE6cjw5ZgL5Nml6mO_Dk1IFFOZE2pWfnJXG7Q.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278883/b429f8ca11f099fc381592cd38fe/AD_4nXfAnggEHD6VNpFW5149WX5XXOf-OmfqdFd7FXWoV_sS7zujsrLOTW8PBnjZAmb8qKjp7qBObWJNsy9-P0MKeXnGkW-V8wUHl7Y7asE6cjw5ZgL5Nml6mO_Dk1IFFOZE2pWfnJXG7Q?expires=1761286500&signature=b1b72dbc723cf6bc84511781fd5a03d4088d8acd0121bfcb8250cb03c2e56677&req=dSUvE8t5lYlXWvMW1HO4zS4ohm%2B1FNvpY5rFhEHWxb%2FFRGBpfNnB97dPST27%0AIM6GAZrf8w5qU3870co%3D%0A) Upon clicking on the **Connect** button, you will be redirected to the **Sign Up** page for Zoho. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcuK-2CG0ZLAOOvWDACVAeICthziZrohUWKCDiBlz2yWroMY3UbD2DlTIFy3o0n84htKx-gxxLTXX0SPIqu2BwTU6mlJEWoYMR2Z0GMcoETd3jwMlFwjyPN2uqgS4PI0YEs49W1qQ.png?width=1600&height=730&name=AD_4nXcuK-2CG0ZLAOOvWDACVAeICthziZrohUWKCDiBlz2yWroMY3UbD2DlTIFy3o0n84htKx-gxxLTXX0SPIqu2BwTU6mlJEWoYMR2Z0GMcoETd3jwMlFwjyPN2uqgS4PI0YEs49W1qQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585278889/e5f559cbab5850b3120cab999758/AD_4nXcuK-2CG0ZLAOOvWDACVAeICthziZrohUWKCDiBlz2yWroMY3UbD2DlTIFy3o0n84htKx-gxxLTXX0SPIqu2BwTU6mlJEWoYMR2Z0GMcoETd3jwMlFwjyPN2uqgS4PI0YEs49W1qQ?expires=1761286500&signature=7af0b8f8f22f02c5ed0c908f1915a885426d94df6172973c969f40e37ceb3008&req=dSUvE8t5lYlXUPMW1HO4zSbguLiwEwkH6X%2BOcOSamXii%2FA3HWN2OzDWvY4xP%0AeZ2kp3HplIweSh%2BRTgM%3D%0A) ### Zoho Integration Integrate your **Zoho CRM** account to sync leads from the platform automatically. **Step 1**: Enter the **Email address** or **mobile number** in the field. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdXOMMAupR638oIJ1JRyJkHr3qyeKNkfwTugq7G3_rB7Mk1TfBMVxuQn3iK_RoPF1MN5WedOJ7HPTpbDcTU8br4r8UEmL-H-3LI-DPep9UVrEkF0bjm5LqA4t23b45CihXdrq8Uug.png?width=1600&height=730&name=AD_4nXdXOMMAupR638oIJ1JRyJkHr3qyeKNkfwTugq7G3_rB7Mk1TfBMVxuQn3iK_RoPF1MN5WedOJ7HPTpbDcTU8br4r8UEmL-H-3LI-DPep9UVrEkF0bjm5LqA4t23b45CihXdrq8Uug.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279312/b663acdf33f07de6fc25c7bcaaee/AD_4nXdXOMMAupR638oIJ1JRyJkHr3qyeKNkfwTugq7G3_rB7Mk1TfBMVxuQn3iK_RoPF1MN5WedOJ7HPTpbDcTU8br4r8UEmL-H-3LI-DPep9UVrEkF0bjm5LqA4t23b45CihXdrq8Uug?expires=1761286500&signature=1daba2ba9ab1e7e3bbc183ea009561e863e57207da355183ddc0e69c9dda00e4&req=dSUvE8t5lIJeW%2FMW1HO4zRFRXnnmatt26lvLicnkjWku0r4hGgcnOazuah0x%0AkvEWUAFbFbMyrC%2BDvTo%3D%0A) **Step 2**: Click on the **Next** button to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXcAU7Tk2a4FNHTl88IVnyjiVtrZ3GRzTRz7BaHmCSukFb15vONUSfj01nUhbpiMxrUg0lFNZ_ZUSK-CrIbzMrEGDjNbc1axy7WP3z3kO9Ew8pyntf97gklaCiEBgFps2nW-qJ4xMw.png?width=1600&height=730&name=AD_4nXcAU7Tk2a4FNHTl88IVnyjiVtrZ3GRzTRz7BaHmCSukFb15vONUSfj01nUhbpiMxrUg0lFNZ_ZUSK-CrIbzMrEGDjNbc1axy7WP3z3kO9Ew8pyntf97gklaCiEBgFps2nW-qJ4xMw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279311/86394fb90312fc275b4e5a8c0166/AD_4nXcAU7Tk2a4FNHTl88IVnyjiVtrZ3GRzTRz7BaHmCSukFb15vONUSfj01nUhbpiMxrUg0lFNZ_ZUSK-CrIbzMrEGDjNbc1axy7WP3z3kO9Ew8pyntf97gklaCiEBgFps2nW-qJ4xMw?expires=1761286500&signature=658319b50d7795d0c278554aa12d4b2618096ced3e8a8064243378fe56183514&req=dSUvE8t5lIJeWPMW1HO4zXuuYafauhX3faHIMhsBGBMFL4D05eBh96cxfiWA%0ADwJGGeLclhKx3msIkZ4%3D%0A) **Step 3**: Click on the **Accept** button to allow Zoho to access your data. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXfr0aQ4c9LQW7QFX0f_1gxwbEBbQqJYbxXaTT8j2ocQUdow92reMEACEqxGuQ9cQLjOAEECN5LKUxW3XWjjuK5mNzs0-jfll6Hxypbws9VaavjoDavoXfvVVEHdby2cI4nzg1dNXg.png?width=1600&height=804&name=AD_4nXfr0aQ4c9LQW7QFX0f_1gxwbEBbQqJYbxXaTT8j2ocQUdow92reMEACEqxGuQ9cQLjOAEECN5LKUxW3XWjjuK5mNzs0-jfll6Hxypbws9VaavjoDavoXfvVVEHdby2cI4nzg1dNXg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279310/1f6efbcf90d7e0e2f6039879a3c4/AD_4nXfr0aQ4c9LQW7QFX0f_1gxwbEBbQqJYbxXaTT8j2ocQUdow92reMEACEqxGuQ9cQLjOAEECN5LKUxW3XWjjuK5mNzs0-jfll6Hxypbws9VaavjoDavoXfvVVEHdby2cI4nzg1dNXg?expires=1761286500&signature=36a892c2f807685d878d3efb3152ca5e9a730aade6ccc817e9c27bc207ab7bfe&req=dSUvE8t5lIJeWfMW1HO4zURvSCwdCw0m20OrLCLz7ImNl4t%2F1ZoDZ4m8I8AY%0AifiTaxplFqv%2B7U6EF1M%3D%0A) You will be navigated back to the **Settings** page. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdlj8N4zNwTOAuDQ7Q-xbcOaNyKPj4HKGogNRAB56eo-_rCq-1d4PJD7rOoZ2wqaCY_nAUFMKWVpDHB_o6aktNiC0ThbM0OLHdhTILqUDhKvoc8UHzYpP-5_mM0c1Jf_vr24r8czQ.png?width=1600&height=729&name=AD_4nXdlj8N4zNwTOAuDQ7Q-xbcOaNyKPj4HKGogNRAB56eo-_rCq-1d4PJD7rOoZ2wqaCY_nAUFMKWVpDHB_o6aktNiC0ThbM0OLHdhTILqUDhKvoc8UHzYpP-5_mM0c1Jf_vr24r8czQ.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279820/0c7d51e366ea89dba4df7e9a6761/AD_4nXdlj8N4zNwTOAuDQ7Q-xbcOaNyKPj4HKGogNRAB56eo-_rCq-1d4PJD7rOoZ2wqaCY_nAUFMKWVpDHB_o6aktNiC0ThbM0OLHdhTILqUDhKvoc8UHzYpP-5_mM0c1Jf_vr24r8czQ?expires=1761286500&signature=6f9beb5151a93d7d3524a054c0ff5e0ee7c217719bd9aea0962d7914949fcfca&req=dSUvE8t5lIldWfMW1HO4zdWpwds6s7hy%2ByqDcLiAqSc0tXytPZH0hqXQgs0E%0AFAK2Atc0O8l0GCx5zgs%3D%0A) **Step 4**: Click on the **Integration** tab at the top. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdDlolQTY83R4d2Q0xHIgpY88qsngzlO2XEr2wx6GY8AQXFA64AaPKSARhGyHiZjboecJaMIjdeXeohnLTWibXiwD7zZLyFTaDNyirk-8hQUZyGytF6YbjUsMcKKAF7zTS-mmM4.png?width=1600&height=409&name=AD_4nXdDlolQTY83R4d2Q0xHIgpY88qsngzlO2XEr2wx6GY8AQXFA64AaPKSARhGyHiZjboecJaMIjdeXeohnLTWibXiwD7zZLyFTaDNyirk-8hQUZyGytF6YbjUsMcKKAF7zTS-mmM4.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279818/38cb21eb637c41ca78d3c6483246/AD_4nXdDlolQTY83R4d2Q0xHIgpY88qsngzlO2XEr2wx6GY8AQXFA64AaPKSARhGyHiZjboecJaMIjdeXeohnLTWibXiwD7zZLyFTaDNyirk-8hQUZyGytF6YbjUsMcKKAF7zTS-mmM4?expires=1761286500&signature=480e3e3546aec08f22bedc0d4b243c10ebfb5f95351fcb6ab66cf914f2496ccc&req=dSUvE8t5lIleUfMW1HO4zRpaawVCO5%2FpBWGR7cut0dpficfJAK4NE8%2Bdq2CR%0Am9cF%2BVDLJNGMmwcfunU%3D%0A) Your account will successfully integrate with **Zoho**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdYvo_z7krLIDMXncjSSAKpFMLZM-dGMnYwY8tScJLu3tWSykfUqsNixH-s6C_zxU6ZeynyG7fj33oMyM1PaCPPZ8Ga6KBy6OtDvVfe85TehwVeTxcBJwDxT1KxjgD4QyVFsUixog.png?width=847&height=304&name=AD_4nXdYvo_z7krLIDMXncjSSAKpFMLZM-dGMnYwY8tScJLu3tWSykfUqsNixH-s6C_zxU6ZeynyG7fj33oMyM1PaCPPZ8Ga6KBy6OtDvVfe85TehwVeTxcBJwDxT1KxjgD4QyVFsUixog.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585279815/48bbdebc01edca0558ebfcf70dba/AD_4nXdYvo_z7krLIDMXncjSSAKpFMLZM-dGMnYwY8tScJLu3tWSykfUqsNixH-s6C_zxU6ZeynyG7fj33oMyM1PaCPPZ8Ga6KBy6OtDvVfe85TehwVeTxcBJwDxT1KxjgD4QyVFsUixog?expires=1761286500&signature=1d338e06101caef7b2348c5cff228d8162604d7460b412094a2b4a19a14e5149&req=dSUvE8t5lIleXPMW1HO4zQTR90lM6hE7tJqM2VHAbyJNObIJ0QFaBFPJ8AtH%0ATme2ShWd3Nr6lF5QQ8U%3D%0A) ***NOTE****: You can also allow leads to transfer automatically by enabling the **Auto Lead Transfer** option.* ### Transfer Lead to Zoho Transfer your leads directly to **Zoho CRM** to manage and track them within your sales pipeline. **Step 1**: Navigate to the **Lead** sections from the sidebar. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdTYZqPWtq5I5wJvKUX5m-wOUEM7iBBrOtSgFl94bI88uC_MJVFc5SO5erdwCXqleacYLEa4Ix-QUcBaTs4JlvhZZusn8yauE6_plD8QA0qgrzf5Jr3W32Bja6oQXtrolMRsq-txg.png?width=1600&height=579&name=AD_4nXdTYZqPWtq5I5wJvKUX5m-wOUEM7iBBrOtSgFl94bI88uC_MJVFc5SO5erdwCXqleacYLEa4Ix-QUcBaTs4JlvhZZusn8yauE6_plD8QA0qgrzf5Jr3W32Bja6oQXtrolMRsq-txg.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585280974/8724c88ff3e16627c3ed4fd33a3f/AD_4nXdTYZqPWtq5I5wJvKUX5m-wOUEM7iBBrOtSgFl94bI88uC_MJVFc5SO5erdwCXqleacYLEa4Ix-QUcBaTs4JlvhZZusn8yauE6_plD8QA0qgrzf5Jr3W32Bja6oQXtrolMRsq-txg?expires=1761286500&signature=3b5349977c6e3c77898a4d1958c9499d90928861effbdab39b5db1a3ba0240c5&req=dSUvE8t2nYhYXfMW1HO4zYho0aIQhnQ8mOuOfX9PIwYUE8fB%2Bjoko4C3Y3Qg%0AOxBoz1w0qqKpGHUco5Y%3D%0A) **Step 2**: Click on any of the leads that you want to transfer to **Zoho**. For demonstration purposes, we will proceed with **Joseph**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXeh9I8E0Zqx19GRNyA98WFTlP5iRuBIwpUMSK-eH4gLTowdxgRsMCaWkNYLz31N6i7iCi0eyHTip4ihKih8XQO2GIUzrXHMIM2U_STdbp-selqrATlRjBkD3JE0CS8R3Su91FzUhw.png?width=1600&height=113&name=AD_4nXeh9I8E0Zqx19GRNyA98WFTlP5iRuBIwpUMSK-eH4gLTowdxgRsMCaWkNYLz31N6i7iCi0eyHTip4ihKih8XQO2GIUzrXHMIM2U_STdbp-selqrATlRjBkD3JE0CS8R3Su91FzUhw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585280973/4851397319b5a8dc21370b1c71ce/AD_4nXeh9I8E0Zqx19GRNyA98WFTlP5iRuBIwpUMSK-eH4gLTowdxgRsMCaWkNYLz31N6i7iCi0eyHTip4ihKih8XQO2GIUzrXHMIM2U_STdbp-selqrATlRjBkD3JE0CS8R3Su91FzUhw?expires=1761286500&signature=dd015b62a6bc8b75e68ed357e9068ef96b27a7b5030ee3866b0fa3493b316d4b&req=dSUvE8t2nYhYWvMW1HO4zUEFDk%2BRvx1L8menUF%2BFfUyCpyC3LGVKucNUE82n%0ApCp1BRDY3%2B0KnwADZo0%3D%0A) **Step 3**: Click on the **Transfer To** drop-down menu at the top right corner to view various lead transfer options. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXc3U-G1QDSKYdfTQPCU1MWowQpa_LuKPHGJbfznN96w_NPn0fsIEPV9cZSkkaZyzf9zQA7q_3_BSwmmwA__RXXKraJj_Df9pI9bRuMusX97qdiQ3UFFYlmiw4HgsLTyrjQjpdWoKA.png?width=1600&height=727&name=AD_4nXc3U-G1QDSKYdfTQPCU1MWowQpa_LuKPHGJbfznN96w_NPn0fsIEPV9cZSkkaZyzf9zQA7q_3_BSwmmwA__RXXKraJj_Df9pI9bRuMusX97qdiQ3UFFYlmiw4HgsLTyrjQjpdWoKA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585280975/7c3e4b0c986d2df60c2c45572e77/AD_4nXc3U-G1QDSKYdfTQPCU1MWowQpa_LuKPHGJbfznN96w_NPn0fsIEPV9cZSkkaZyzf9zQA7q_3_BSwmmwA__RXXKraJj_Df9pI9bRuMusX97qdiQ3UFFYlmiw4HgsLTyrjQjpdWoKA?expires=1761286500&signature=7b57d15cc0029e23db5fa3a521de105e69a5319d7f1a3bab904a24fe78fd17f8&req=dSUvE8t2nYhYXPMW1HO4zXIaHZggnxv4ulkHuHaJped349V0RBER9xIYwA1i%0AWzJOiHfb2XN6HunVvW0%3D%0A) **Step 4**: Click on the **Zoho** option to proceed. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdsxaSsGdw1fnXR93uwyjTgOC8EQV9n_7g1BPCaDomIHO4XJwvltvudx1TDIGLgUH9LJ_gpB-H4aJfKsRxidws-E-fbI7-uMkmDXGCicAHnSZlesgtv2UxMOBVIJ8v6M-Dr5ArLqw.png?width=608&height=277&name=AD_4nXdsxaSsGdw1fnXR93uwyjTgOC8EQV9n_7g1BPCaDomIHO4XJwvltvudx1TDIGLgUH9LJ_gpB-H4aJfKsRxidws-E-fbI7-uMkmDXGCicAHnSZlesgtv2UxMOBVIJ8v6M-Dr5ArLqw.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585281590/7ec87c99084b9c814bceadeb3f17/AD_4nXdsxaSsGdw1fnXR93uwyjTgOC8EQV9n_7g1BPCaDomIHO4XJwvltvudx1TDIGLgUH9LJ_gpB-H4aJfKsRxidws-E-fbI7-uMkmDXGCicAHnSZlesgtv2UxMOBVIJ8v6M-Dr5ArLqw?expires=1761286500&signature=c9c942cbc349ba7dfa16e98ffd702f895fe47c2f59849dfb0529cfb066afef6a&req=dSUvE8t2nIRWWfMW1HO4zbp%2FVO2FSwBHgRKoUmnNb8rBMEKmOYm0oxMs80FP%0ALy2hiUyfeM0W6R47uPg%3D%0A) **Step 5**: Click on the **Transfer** button to transfer your lead to **Zoho**. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXdGfDwAKaOH6I5v7liH3RcwwXDw-19md5_z_SYfviTrzdvagB3wdby8CcILvXhXesKnWoBgx4MLO20B18nkavHnHAN2Ltnyjhho2TMJ-hifcAXLZeEqzUy5vERhufVEH4lTck8WTA.png?width=589&height=79&name=AD_4nXdGfDwAKaOH6I5v7liH3RcwwXDw-19md5_z_SYfviTrzdvagB3wdby8CcILvXhXesKnWoBgx4MLO20B18nkavHnHAN2Ltnyjhho2TMJ-hifcAXLZeEqzUy5vERhufVEH4lTck8WTA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585281591/72f7bbcef9fe61fc1488ccd22f06/AD_4nXdGfDwAKaOH6I5v7liH3RcwwXDw-19md5_z_SYfviTrzdvagB3wdby8CcILvXhXesKnWoBgx4MLO20B18nkavHnHAN2Ltnyjhho2TMJ-hifcAXLZeEqzUy5vERhufVEH4lTck8WTA?expires=1761286500&signature=76c17dd380605c5a1ab897a792bfa2f014b164df5b4ee938cbd6f3fe9e0d3ce5&req=dSUvE8t2nIRWWPMW1HO4zfNiyZBzvOwIVyNdOPRrgcjD%2BPtJGJUTfxshkm%2Fm%0APShofudDEdJmFbIFAco%3D%0A) The lead will be transferred successfully. [![](https://242673931.fs1.hubspotusercontent-na2.net/hub/242673931/hubfs/Knowledge%20Base%20Import/AD_4nXe6ebaEPTVtiEKHFBiV1NxpabmrVZolIFSokDBs_sO7Nw0xvcxNCBqY8I_jFaBw3VQwMlV1f9a2lSmpfIbJWkvFcdse7BI7ynD5oEdkRim7mRFkdf37YpoPsnwTJC2rAW-Nv-vafA.png?width=1600&height=676&name=AD_4nXe6ebaEPTVtiEKHFBiV1NxpabmrVZolIFSokDBs_sO7Nw0xvcxNCBqY8I_jFaBw3VQwMlV1f9a2lSmpfIbJWkvFcdse7BI7ynD5oEdkRim7mRFkdf37YpoPsnwTJC2rAW-Nv-vafA.png)](https://downloads.intercomcdn.com/i/o/qaecvjwi/1585281593/737a027564862d705206cb77ca40/AD_4nXe6ebaEPTVtiEKHFBiV1NxpabmrVZolIFSokDBs_sO7Nw0xvcxNCBqY8I_jFaBw3VQwMlV1f9a2lSmpfIbJWkvFcdse7BI7ynD5oEdkRim7mRFkdf37YpoPsnwTJC2rAW-Nv-vafA?expires=1761286500&signature=dcafbeeff8b74b125c07952317a83def5c9685adb6b1e69633696f2e11198eaf&req=dSUvE8t2nIRWWvMW1HO4zVR%2FjxprpM88d%2FO6RZGVQ2OIb717pGeEzv6oyk48%0A%2Fxe70a%2BJwUmDpypciG4%3D%0A) - [Getting Started](https://help.b2brocket.ai/getting-started?hsLang=en#main-content) - [All Users](https://help.b2brocket.ai/getting-started?hsLang=en#all-users) - [White Label Users](https://help.b2brocket.ai/getting-started?hsLang=en#white-label-users) - [Contacts](https://help.b2brocket.ai/contacts?hsLang=en) - [Campaigns](https://help.b2brocket.ai/campaigns?hsLang=en) - [Mailboxes](https://help.b2brocket.ai/mailboxes?hsLang=en) - [Settings](https://help.b2brocket.ai/settings?hsLang=en) - [Additional Guides](https://help.b2brocket.ai/additional-guides?hsLang=en#main-content) - [Important Documents](https://help.b2brocket.ai/additional-guides?hsLang=en#important-documents) - [AI Agent Learning Hub](https://help.b2brocket.ai/additional-guides?hsLang=en#ai-agent-learning-hub) - [Release Notes](https://help.b2brocket.ai/additional-guides?hsLang=en#release-notes) - [Troubleshooting](https://help.b2brocket.ai/additional-guides?hsLang=en#troubleshooting) [![B2B Rocket Logo (primary)-1](https://help.b2brocket.ai/hs-fs/hubfs/B2B%20Rocket%20Logo%20(primary)-1.png?width=250&height=51&name=B2B%20Rocket%20Logo%20(primary)-1.png "B2B Rocket Logo (primary)-1")](http://b2brocket.ai) [mailto:support@b2brocket.ai](mailto:support@b2brocket.ai) Copyright © 2026, B2B Rocket