ZH+TL

Every lead you meet, already in Zoho CRM.

Connect it once and the leads arrive in Zoho already sorted — tagged, sourced, and with the whole conversation in the description, so whoever picks it up knows what was said.

Connect Zoho CRMSee all integrations ↗
How it fits together

From a handshake to a lead, without you.

01
They start a chat
A tap, a scan, your link, or the chat on your website.
02
Your AI qualifies them
It answers from your documents and works in your own questions.
03
The details are pulled together
Name, email, phone, their answers, and a summary of the conversation.
ZH04
A lead appears in Zoho CRM
No exporting, no copy-and-paste, no forgetting.

Every step after the handshake happens on its own.

What you'll find

The whole conversation, written up for you.

Not just a name and an email. The answers to the questions you asked, what they said they needed, and a summary you can read in ten seconds before you call.

  • Contact details captured in conversation
  • Your qualifying questions and their answers
  • An AI summary and suggested talking points
  • Tagged with the rep who captured it
ZH
New lead
in Zoho CRM · created by TapLeadr
Just now
First nameSam
Last nameRivera
Emailsam@northwind.co
Phone(555) 012-4477
Lead sourceTapLeadr
TagTapLeadr
In the description field

New lead captured via TapLeadr. Asked about a 20-seat rollout, comparing two other vendors, wants onboarding included. Owns the budget and is evaluating this quarter.

Why bother connecting it

Sourced and tagged on arrival

Every lead comes in marked as TapLeadr, so you can filter, report and prove where your leads are actually coming from.

The description is already written

What they asked and what they answered, in the field your team already reads first — no digging around for context.

It happens without you

The lead is in Zoho before you have finished the handshake, whether you are at a booth or asleep.

Works with your Zoho region

Zoho runs different data centres around the world. TapLeadr follows whichever one your account lives in.

Setting it up

Three clicks, once.

  1. 1Open Integrations in your TapLeadr dashboard.
  2. 2Click Connect on Zoho CRM and approve it — Zoho will ask which account to use.
  3. 3Done. The next lead you capture appears in your Zoho leads.

It follows your data centre

Zoho accounts live in different regions (.com, .eu, .in and others). The right one is picked up when you connect, so nothing needs configuring.

One connection can cover the team

On a Team plan, an admin connects Zoho once for everybody, and each lead is tagged with the rep who captured it.

It reconnects when it needs to

Access is refreshed in the background. If Zoho ever revokes it, you get told in the dashboard rather than quietly losing leads.

Use something else?

HubSpot
Leads land as contacts, with the answers attached
Pipedrive
A person and a lead, created the moment they qualify

Stop typing leads into Zoho CRM by hand.

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