With the Zoho CRM integration, quiz takers who leave their email are added to Zoho CRM as leads, or update their contact if they're already a customer of yours. Each completion also adds a note with their answers, their recommended products and a link to their results, so your team sees what every customer told the quiz.

The integration works with every Zoho CRM edition, including the Free edition, and with Zoho accounts in every data center except China.

Zoho CRM doesn't use API keys. Instead, you sign in with Zoho once and allow Lantern to add leads and notes to your CRM.

1.1 In Lantern, open Integrations, find Zoho CRM under Marketing and click Connect.

1.2 In the window that opens, click Connect Zoho CRM. Zoho's sign-in page opens in a new tab.

1.3 Sign in with a Zoho CRM user who can create and edit leads and contacts, for example the account's admin. Zoho lists what Lantern asks for: leads, contacts, notes, your field list, tags, and your user and company name. Click Accept.

1.4 Zoho sends you back to Lantern, and the Zoho CRM window shows Connected with your company name and the email you signed in with.

Lantern acts as the user who signed in, so leads and notes it adds show that user as their creator. Once connected, every active quiz in your store sends quiz takers to Zoho CRM, with no settings to change per quiz.

When a customer completes a quiz and leaves their email, either on the Optin Page or in the Email sign-up on the Results page, Lantern looks the email up in Zoho CRM:

Zoho CRM requires a Last Name on every lead. When the quiz doesn't ask for a last name, Lantern writes [not provided]. If the customer takes the quiz again with their last name, the real name replaces the placeholder. If your lead layout makes other fields required, like Company, Lantern fills them with the same placeholder. Lantern never creates contacts and never converts leads.

Zoho keeps Lantern quiz as the Lead Source even though it isn't one of the field's choices. To filter or build views on it, add Lantern quiz to the Lead Source pick list in Zoho CRM's settings, under Modules and Fields, then Leads.

Every completion also adds two things to the lead or contact:

The note holds every answer with no setup. If you'd also like answers in their own fields, for reports, views or workflows, create the fields in Zoho CRM. Lantern fills fields that exist and never creates fields in your CRM.

Lantern matches fields by Question Property ID, a short name for a question's answer that you set in the question's right-hand panel in the quiz editor. You can read more about Property IDs in How to use customer answers in Lantern quizzes. A question with the Property ID skin_type fills the field labeled Skin Type or skin_type. Capital letters don't matter, and spaces and other characters count as underscores, so Skin-Type matches too.

To create a field:

When Zoho refuses a value, for example text in a Number field, Lantern saves the record without that answer and keeps the rest. The answer is still in the note.

Lantern also fills these fields when you create them, with exactly these labels:

Zoho CRM sends follow-up emails through workflow rules, on editions that include them. In Zoho CRM, open Setup, then Workflow Rules under Automation, and create a rule on the Leads module. A few ways to start one from the quiz:

In the rule's conditions, use the answer fields to send each customer the email that fits their answers. Take the quiz once yourself with your own email to see a lead arrive before you build the rule.

Lantern only sends customers who can be emailed:

The switch is on the Optin Page: open Integration Settings on the right-hand side. It's on by default, and the section appears once Zoho CRM is connected. Lantern never changes Email Opt Out or any other consent field in Zoho CRM. To set up the Optin Page and its consent checkbox, see Collect customer emails.

To disconnect, open Integrations, click Edit on the Zoho CRM card and click Disconnect. Lantern stops sending customers and gives up its access to your CRM. Your leads, contacts and notes stay in Zoho CRM.

If the window shows Reconnect required, Zoho no longer accepts Lantern's access. This happens when the user who connected leaves your Zoho account or removes Lantern from their Zoho account's connected apps. Nothing is sent until you click Reconnect Zoho CRM and sign in again, ideally with a user who'll stay.

If the Zoho sign-in page shows an error instead of the Accept button, close the tab and click Connect Zoho CRM again. The link Lantern opens is valid for one hour.