Zoho CRM Integration

Powering the World’s Best Teams

Join 5m+ users who rely on Zight to increase their productivity

Why Integrate Zight with Zoho CRM?

Improve Deal & Contact Clarity

Share visual explanations for better sales tracking.

Enhance Customer Engagement

Attach annotated visuals to Zoho CRM records and emails.

Accelerate Sales Enablement

Use quick video walkthroughs to guide prospects effectively.

Boost Productivity

Provide instant visual feedback on leads, deals, and reports.

How it Works

A woman is typing on a laptop while discussing with a colleague beside her.

Capture Visuals

Use Zight to take screenshots, record videos, or create GIFs.

Two professional colleagues engaged in a focused discussion at a table. One is pointing at a laptop screen while explaining a concept, while the other listens attentively.

Annotate & Edit

Highlight key details with text, arrows, and other annotation tools.

Colleagues gathered around a table in a collaborative workspace. They are engaged in a productive discussion, with laptops, documents, and coffee cups spread out, indicating an active brainstorming session.

Share Instantly

Copy the shareable Zight link and embed it into Zoho CRM contact records or emails.

A group of four colleagues engaging in a positive and collaborative moment in a modern office space. Two of them are shaking hands with bright smiles, symbolizing partnership and successful teamwork.

Enhance Sales Workflows

Provide clear visual insights for improved sales and customer engagement.

Integration Highlights

Seamless Sharing

Easily paste Zight links into Zoho CRM leads, deals, and customer records.

Cloud-Based Storage

No need for large attachments—just accessible links.

Multi-Format Support

Share videos, GIFs, and annotated images effortlessly.

Real-Time Collaboration

Improve sales communication with instant visual content.

Join over 5m+ users today

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Frequently Asked Questions

How do I share Zight visuals on Zoho CRM?

Simply capture your screenshot or video using Zight, copy the shareable link, and paste it into your Zoho CRM lead or email.

Do I need additional software to integrate Zight with Zoho CRM?

No extra software is required! Zight works effortlessly with Zoho CRM by using shareable links.

Can I use Zight’s annotation tools before sharing?

Yes! You can highlight key points, add text, and draw directly on your screenshots and videos before sharing.

Is Zight free to use with Zoho CRM?

Zight offers a free plan with core features, while integrations are included in our paid plans. Visit our pricing page for more details.

Can my team collaborate on Zight visuals within Zoho CRM?

Absolutely! Your team can view and discuss visuals shared via Zoho CRM, making customer management more effective.

The Ultimate Guide to Using Zight with Zoho CRM: Supercharge Sales and Support with Visual Communication

Zoho CRM helps you manage leads, customers, and deals—but effective communication is what turns data into action. That’s where Zight comes in. By integrating Zight with Zoho CRM, your team can send personalized videos, annotated screenshots, GIFs, and AI-generated summaries directly within your CRM workflows.

In this guide, you’ll discover how Zight transforms the Zoho CRM experience by making follow-ups more human, training more efficient, and support more seamless—all with the power of visual communication.

Why Visual Communication is a Game-Changer in Zoho CRM

CRM platforms store valuable information, but they don’t always deliver context. Zight bridges that gap by allowing you to:

Record quick videos explaining next steps or proposals
Annotate screenshots to clarify workflows or customer issues
Create GIFs to walk through processes or product tips
Use AI Smart Actions to summarize calls or generate follow-up content

By pasting Zight links directly into Zoho CRM activities, notes, emails, or cases, your team brings clarity and personality to every customer interaction.

Top Use Cases for Zight in Zoho CRM

1. Personalized Sales Follow-Ups
After a call or demo, send a tailored Zight video walking through key points and next steps. Build trust, reduce back-and-forth, and close deals faster.

2. Visual Customer Support
Use annotated screenshots or quick GIFs to resolve issues directly within support tickets—saving time for both agents and customers.

3. Internal Training & Enablement
Embed short Zight walkthroughs into Zoho notes or custom fields to help onboard new reps and train your team on internal workflows.

4. Visual Lead Qualification
Record a quick video summarizing your discovery call or customer intent, and drop it into the lead record for your team to review asynchronously.

A man and a woman are collaborating in a modern office lounge. The woman is pointing at a laptop screen, while the man attentively listens.

How to Set Up Zight with Zoho CRM

Step 1: Install the Zight desktop app or Chrome extension.
Step 2: Record your video, GIF, or screenshot with Zight.
Step 3: Copy and paste your Zight link into Zoho CRM notes, email templates, activities, or ticket responses.

Zight links expand into clickable thumbnails or previews—making it easy for team members and customers to view, respond, and take action.

FAQ: Zight + Zoho CRM

Can I use Zight in Zoho CRM emails and notes?
Yes—just paste the link into your CRM email editor, notes section, or ticket reply. Zight links work anywhere URLs are supported.

Will Zight work with Zoho Desk or other Zoho products?
Absolutely. Zight works across Zoho Desk, Zoho Projects, and Zoho Mail for a consistent, visual-first experience.

Can I track who watches my video?
Yes—Zight offers view notifications and analytics, so you’ll know when a customer engages and can follow up at the right time.

Is this secure for client communication?
Zight provides private sharing settings, link expiration, and user permissions to keep your content safe and professional.

Pro Tips for Using Zight in Zoho CRM

Use Zight videos in lead nurturing sequences to boost engagement
Record “thank you” or recap messages post-demo and embed them into deal notes
Drop support walkthroughs into knowledge base entries or ticket replies
Train new sales reps faster with video explanations tied to pipeline stages
Use Smart Actions to turn meeting recordings into bullet-point follow-ups and paste them into CRM records

Two women sitting at a desk, looking at a laptop screen.

Boost Sales Efficiency and Support Clarity in Zoho CRM

Zight brings the missing piece to Zoho CRM: context. Whether you’re sending a proposal, responding to a ticket, or preparing for a call, Zight helps you deliver your message clearly, visually, and fast.

Sales teams benefit from higher response rates and better rapport with personalized outreach. Support teams cut resolution time with visual explanations. And managers get better visibility into activity, handoffs, and customer intent.

In a world where everyone’s inbox is full, Zight helps you stand out—with a face, a voice, and a clear message.

Final Thoughts

Zoho CRM manages your pipeline—Zight moves it forward. Together, they give your team a powerful advantage in speed, personalization, and clarity.

Try Zight for Free and turn your Zoho CRM workflows into visual experiences that convert, support, and scale.