---
title: "Integrating Zoho CRM with Document360 using Zapier"
slug: "zoho-crm-document360"
description: "There is no direct integration option available between Zoho CRM and Document360 from either of the platforms. As a workaround, you can use the Zapier integration to bridge this gap."
tags: ["Zapier", "Zoho", "Premium", "CRM"]
updated: 2025-12-27T07:37:15Z
published: 2026-01-31T17:30:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.document360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrating Zoho CRM with Document360 using Zapier

Customer relationship management (CRM) is a technology for managing all your company’s relationships and interactions with customers and potential customers. The goal of a CRM is to improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

A CRM solution helps you focus on your organization’s relationships with individual people, including customers, service users, colleagues, or suppliers, throughout their lifecycle. This includes finding new customers and providing support and additional services throughout the relationship.

One popular CRM is **Zoho CRM** which has a rich set of features to manage your customer relationship.

---

## Integrating **Zoho CRM** with **Document360**

Using **Document360** as your Knowledge base platform and **Zoho CRM** for managing customer relationships, you may encounter a need to create a corresponding knowledge base article in **Document360** whenever a new lead or contact is added in **Zoho CRM**. This ensures that relevant information about leads or contacts is easily accessible and well-documented.

To establish a connection between **Zoho CRM** and **Document360**, follow the below steps:

1. Ensure that you have logged into your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create**and then click**Zaps**from the options****available.
3. Zap will be created with **Trigger** and **Action** flow.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Connecting **Zoho CRM** and **Document360** in **Zapier**

To establish a connection between **Zoho CRM** and Document360, follow the below steps:

![2_Screenshot-Connecting_Steps_of_Doc360_Zoho_Crm](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_Screenshot-Connecting_Steps_of_Doc360_Zoho_Crm.png)

#### 1. Setting up the trigger: Connecting **Zoho CRM**

1. In the **Trigger**field, choose **Zoho CRM**.
2. In the **Trigger event**field, select the required Event to trigger in the **Zoho CRM**.

If you wish to configure a different app later, you can do that by clicking on **Change**.
3. Click the **Account** field, and a **Sign-in** panel will appear.

The Zoho domain is an optional field. Select the domain based on your requirements.
4. Once done, click **Yes, Continue to****Zoho CRM**.
5. Enter your sign-in credentials and click **Accept**.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Zoho_CRM.png)
6. Click **Continue**.
7. **Zapier** runs a test to make sure the trigger is correctly configured.

#### 2. Setting up the action: Connecting **Document360**

1. In the **Action**field, choose **Document360**.
2. On the Setup panel that appears on the right, select a desired event in the **Event**field.
3. Click the **Account** field and a **Sign-in** panel appears.
4. Enter your sign-in credentials and click **Allow**.

To generate the API token from the Document360 portal,
5. Navigate to ****Connections**** (**) > **Extensions** in the left navigation bar****in the Knowledge base portal.
6. On the **Zapier** extension tile, click **Connect**.

![Document360 interface showing various extensions with a focus on connecting Zapier.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)
7. Click the Copy (**) icon to copy the token.

![Zapier token details for Document360 app installation with copy option highlighted.](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)
8. Head back to the **Zapier** panel and paste the API token in the field.
9. Click **Yes, Continue to Document360**.

![5_Screenshot_Zapier_API_Token_Pasting1](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/5_Screenshot_Zapier_API_Token_Pasting%281%29.png)

1. You can find the connected Document360 project on the **Connect Document360 account** page.

If you wish to configure a different account later, you can do that by clicking on Change.
2. Click **Continue**.

#### 3. Customize Zap

1. Map the required fields:

- **Version:** Select the workspace in your knowledge base project where the article should be created.
- **Language**: Choose the language for the article within the selected workspace.
- **Article**: Choose the desired article from the desired category.
- **Publish**: Set to **True** to publish the article immediately or **False** to save it as a draft.

1. Once done, click **Continue.**

#### 4. Test Zap

1. In the test section, click **Test step**.
2. If it is successful, you will get the message ‘*A Document was sent to Document360.*’

In your Document360 Knowledge base portal, you'll find the article titled ‘*Lead Source in***Zoho CRM**, located in the folder you previously selected.
3. Head back to the **Zapier** setup panel and click **Continue**.
4. Once done, click **Publish**.

#### Turn on Zap

To turn on a Zap once it is tested and published, follow the below steps:

1. After testing the Zap, review or edit the settings before turning on the Zap.
2. You can edit the settings configured on the **Zoho CRM** trigger and the corresponding action of the new article in **Document360**.
3. Turn on the Zap toggle.
4. You would get a success message stating **Your Zap is on**. You can click on the**Manage your Zap** button to go to your Zap overview page.

---

## Zap overview

You can view and edit the information about the Zaps created on the Zap overview page.

![](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/4_ScreenShot-ZohoCRM.png)

### Deleting a Zap

To delete a Zap that you have created,

1. Navigate to the **Zapier****dashboard**. On the overview page, a list of all existing Zaps will be displayed.
2. Click the arrow (**>**) icon to the right of the desired Zaps and click **Turn off and delete Zap**.

The selected Zap will be deleted.