---
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: ["CRM", "Premium", "Zapier", "Zoho"]
updated: 2026-07-20T06:29:07Z
published: 2026-07-20T06:29:07Z
canonical: "docs.document360.com/zoho-crm-document360"
---

> ## 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

If your team uses Zoho CRM to manage leads and contacts, keeping your knowledge base updated with relevant information about those leads — such as onboarding documentation, account-specific articles, or product guides — requires manual effort every time a new record is added. By connecting Zoho CRM and Document360 through Zapier, you can automate this: whenever a new lead or contact is created in Zoho CRM, Zapier automatically creates a corresponding article in Document360.

You can set up this integration from scratch or use the pre-built Zapier template:

[**Try it at Zapier →**](https://zapier.com/apps/document360/integrations/zoho-crm/478529/create-document360-documents-for-new-zoho-crm-leads)

---

## When to use this integration

- Your sales or support team adds new leads or contacts in Zoho CRM and a corresponding knowledge base article — such as a customer profile, an onboarding guide, or a product brief — needs to be created in Document360 each time.
- You want to ensure that documentation relevant to each new CRM record is created automatically so your team doesn't have to switch between Zoho CRM and Document360 manually.
- You're building a documentation workflow where CRM events trigger content creation, keeping your knowledge base aligned with your sales pipeline.

---

## Before you begin

- You must be logged into your [Zapier account](https://zapier.com/app/dashboard).
- You must have a Zoho CRM account with permission to connect to Zapier.
- You must have your Document360 API token ready. To generate one, navigate to **Connections**  > **Extensions** , locate the **Zapier** tile, and click **Connect** to copy the token.

---

## Set up the Zap

### Step 1 — Create a new Zap

1. Log in to your [Zapier account](https://zapier.com/app/dashboard).
2. From the left navigation menu, click **Create** then select **Zaps**.
3. A new Zap is created with a **Trigger** and **Action** flow.

![Screen recording showing a new Zap being created in the Zapier dashboard with Trigger and Action flow](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenGif-Zapier_Google_Docs.gif)

### Step 2 — Connect Zoho CRM as the trigger

![Zapier Zap editor showing Zoho CRM as the trigger and Document360 as the action](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/2_Screenshot-Connecting_Steps_of_Doc360_Zoho_Crm.png)

1. In the **Trigger** field, choose **Zoho CRM**.
2. In the **Trigger event** field, select the event that should trigger the Zap.

 NOTE

To change the trigger app later, click **Change** in the Trigger field.

1. Click the **Account** field — a Sign-in panel appears.
2. Select the Zoho domain your account belongs to. The domain field is optional — select it only if your Zoho account is on a specific regional domain.
3. Click **Yes, Continue to Zoho CRM**.
4. Enter your Zoho CRM credentials and click **Accept**.

![Zoho CRM sign-in panel in Zapier showing domain selection and authorization](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/1_ScreenShot-Zoho_CRM.png)

1. Click **Continue**. Zapier runs a test to confirm the trigger is correctly configured.

### Step 3 — Connect Document360 as the action

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

To generate the API token from Document360:

1. Navigate to **Connections**  > **Extensions**  in the left navigation bar of the Knowledge base portal.
2. On the **Zapier** extension tile, click **Connect**.

![Document360 extensions page showing the Zapier tile with the Connect option](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20integration.png)

1. Click the **Copy**  icon to copy the token.

![Zapier token details popup in Document360 showing the generated API token and copy option](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/Zapier%20token%20ID.png)

1. Head back to the Zapier panel and paste the API token into the field.
2. Click **Yes, Continue to Document360**.

![Zapier sign-in panel showing the Document360 API token field](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. To use a different account later, click **Change**.
2. Click **Continue**.

### Step 4 — Map the fields

1. Map the required fields from Zoho CRM to Document360:

| Field | Description |
| --- | --- |
| **Version** | Select the workspace in your Document360 project where the article should be created. |
| **Language** | Choose the language within the selected workspace. |
| **Article** | Choose the desired article from the desired category. |
| **Publish** | Set to **True** to publish the article immediately. Set to **False** to save it as a draft. |

1. Click **Continue**.

### Step 5 — Test and publish the Zap

1. In the test section, click **Test step**.
2. If successful, you will get the message *A Document was sent to Document360*.
3. In your Document360 portal, you'll find the article titled "Lead Source in Zoho CRM" in the category you selected.
4. Head back to the Zapier setup panel and click **Continue**, then click **Publish**.
5. Review or edit the trigger and action settings as needed, then turn on the Zap toggle.
6. You will see a success message: **Your Zap is on**. Click **Manage your Zap** to go to the Zap overview page.

---

## Zap overview

Once active, you can view and manage the Zap from the Zapier dashboard. The overview page shows the trigger, action, and run history for the Zap.

![Zapier Zap overview page showing the Zoho CRM to Document360 automation with run history](https://cdn.document360.io/860f9f88-412e-4570-8222-d5bf2f4b7dd1/Images/Documentation/4_ScreenShot-ZohoCRM.png)

---

## Delete a Zap

1. Navigate to the Zapier dashboard. A list of all existing Zaps is displayed on the overview page.
2. Click the arrow (**>**) icon to the right of the Zap you want to remove and click **Turn off and delete Zap**. The Zap is permanently deleted.

---

## Best practices

- Set **Publish** to **False** when mapping fields so that Zoho CRM-triggered articles land in Document360 as drafts. This gives your team a chance to review and tailor the content to the specific lead or contact before it goes live.
- Use a **dedicated category** in Document360 for CRM-triggered articles — for example, "Customer Profiles" or "Lead Documentation" — so this automated content stays organized and doesn't mix with hand-authored articles.
- Choose a **specific trigger event** in Zoho CRM that matches the right point in your sales workflow — for example, triggering on a new lead rather than any contact update — to avoid creating unnecessary articles for every CRM activity.