Step 1: Log in to Spur
Go to Spur dashboard and log in with your admin account.
Make sure you have admin rights, since integration access is only available to admins.
Step 2: Open Integrations
From the left menu, click Settings.
Under Integrations, select Zoho CRM.
Step 3: Authorize Zoho
Click Manage button under Zoho integration.
A Zoho login window will pop up.
Enter your Zoho CRM admin credentials and allow Spur access.
Log in to Zoho.
Choose your Zoho workspace.
Click on Accept.
Step 4: Select Import Contacts (Optional)
Once connected, you can choose to import all your Zoho contacts to Spur (e.g. Leads, Contacts, or Deals).
This step is optional and useful if you want to:
Import existing Zoho contacts to Spur
Send them WhatsApp broadcasts or add them to drip marketing funnels
Step 5: Choose Contact Creation Location
Decide where in Zoho you want to send new Spur created contacts as they get created. It can be into the 'Leads' or 'Contacts' section on Zoho, so you can pick either one. All your new Spur contacts can be seen there afterwards.
Step 6: Start Using Zoho Data in Spur and the other way around
All new leads and contacts from Spur will now flow into Zoho automatically.
You can import all Zoho Contacts and Leads into Spur with the Import button
You can build WhatsApp campaigns, set up automations, and track performance directly.
Things to note
Works only with Zoho CRM paid plans.
You need admin rights on both Zoho and Spur.
Contact requirements: Only contacts with phone numbers will be imported to Spur
Duplicate handling: If multiple Zoho contacts share the same phone number, they'll become one contact in Spur, using the name from the first contact imported
Import is optional: The integration works for syncing new contacts without importing existing ones
While new contacts that get created on Spur get updated on Zoho in near real-time, the import of Zoho leads and contacts has to be done manually with the import button since currently Zoho only allows bulk import of contacts, it won't auto create each contact on Spur each time a new contact gets created on Zoho one by one.