Skip to main content

Integrations Available

Exlink Connector for Zoho CRM

Send a record from Zoho CRM to the sponsor you recruit for, as an application in the sponsor's Exlink, with its files. The application's status, program and placement come back onto the same record.

Private Zoho CRM extension · Zoho CRM Enterprise or Zoho One · Any Zoho data centre

Send to Exlink, Right From Zoho CRM

Your team keeps working in Zoho CRM, with the modules it already uses. The connector turns a record into an application at the sponsor and keeps that record up to date.

  1. A record in your CRM

    A Lead, a Contact or a record in one of your custom modules, with the files attached to it.

  2. An application in the sponsor's Exlink

    The first send creates the application on the sponsor's own form and uploads the files. Later sends update only what changed.

  3. Status back on the record

    The application's status, program and placement are written back onto the same CRM record.

1

Leads, Contacts and custom modules

Send from Leads or Contacts, or from the modules you built yourself: for example, students in a dedicated module, with their parents as Contacts.

2

Mapped on Exlink

Your Zoho CRM fields are mapped onto each sponsor's application form on Exlink: AI suggestions you review before saving, picklist options, and file slots by document type.

3

Status written back

The application's status, program and placement are written back onto the Zoho CRM record you sent.

How It Connects

Your agency connects each sponsor once, and a member of your agency approves the connection on the sponsor's Exlink with one click. The mapping is then done on Exlink.

Exlink works through an OAuth grant that your agency approves. Exlink uses it to fetch the files attached to the records you send, and to write the application's status back onto them.

What You Need

Zoho CRM Enterprise or Zoho One

The extension needs Zoho CRM Enterprise, or Zoho CRM as part of Zoho One.

Any Zoho data centre

It installs on whichever Zoho data centre your CRM lives in, from the install link we send you for that data centre.

A private extension

A private Zoho CRM extension, built on Zoho's Sigma platform under the namespace exlink.

How It Is Priced

Rates depend on volume, so there is no price list: contact us for a quote.

A yearly fee

Covers the integration's maintenance and its upgrades.

A fee per application sent

A fee for each application the connector sends to a sponsor's Exlink.

Status sync included

Syncing the application's status, program and placement back onto the record is included.

Frequently Asked Questions

Which Zoho CRM editions does the connector support?

Zoho CRM Enterprise, or Zoho One.

Does it work with our Zoho data centre?

Yes. It is a private Zoho CRM extension that installs on any Zoho data centre, from the install link we send you for yours.

Can we send students from a custom module?

Yes. Besides Leads and Contacts, the connector sends records from custom modules: for example, students in a dedicated module with their parents as Contacts.

Does Exlink get access to our Zoho CRM?

Through an OAuth grant that your agency approves. Exlink uses it to fetch the files attached to the records you send, and to write the application's status back onto those records.

How do we get the extension?

We send you a private install link for your Zoho data centre. Contact us with your agency's name, your Zoho CRM edition and data centre, and the sponsors you recruit for. Contact us for the install link →

How much does the Zoho CRM connector cost?

A yearly fee that covers maintenance and upgrades, plus a fee per application sent. Status sync is included. Rates depend on volume, so contact us for a quote.

Other Ways to Connect

Available

Salesforce Connector

A private managed package for Salesforce. Send a Lead or Contact to a sponsor's Exlink with one button, files included, and get status, program and placement back on the record.

Explore the Salesforce Connector →
On request

Exlink API

For agencies without a CRM connector or Leepr: your own API key to the same Exlink endpoints the connectors use, for applications, files, status and travel.

Explore the Exlink API →

See all Exlink integrations →

Get the Zoho CRM Install Link

Tell us about your agency, your Zoho CRM edition and data centre, and the sponsors you recruit for, and we will send you the install link and a quote.