Can HeyAlbert integrate with Zoho CRM? Yes: export a CSV from HeyAlbert and import it into the Zoho CRM Leads module with Zoho’s import tool; a direct Zoho API sync is early access / on the roadmap, not live today.
Status
| Route | Status |
|---|---|
| CSV export from HeyAlbert, imported with Zoho CRM’s own import tool | Available today |
| Direct API sync with Zoho CRM | Early access / on the roadmap Not live today. Tell us if you need it. |
Field mapping
HeyAlbert CSV columns and where they go in Zoho CRM. Create the custom fields first.
| HeyAlbert column | Zoho CRM Leads field |
|---|---|
name | First Name + Last Name (split first) |
company | Company |
title | Title |
city | City |
state | State |
person_id | Custom field HeyAlbert ID (single line, no duplicate values) |
source_url | Custom field HeyAlbert Source (URL) |
band | Custom field HeyAlbert Wealth Band (estimate) |
grade | Custom field HeyAlbert Confidence |
evidence | Description |
| (constant) | Lead Source = HeyAlbert |
Leave out of CRM imports: fec_total and political_leaning. Federal law restricts using FEC contributor information for soliciting or commercial purposes, so keep it out of systems you use for outreach. Estimates such as band, home_value and stock_value are for your preparation only; do not quote them to prospects.
Import steps
- In Zoho CRM Setup → Customization → Modules and Fields → Leads, add the custom fields above, and add HeyAlbert to the Lead Source list.
- In HeyAlbert, filter the Database to the people you want (for example a wealth band in your metros) and click Export to download the CSV.
- The export has one
namecolumn. Split it into first and last name in a spreadsheet before importing, because the CRM needs a last name. - Open the Leads module and choose Import Leads, then upload the CSV.
- Map each column as in the table. Last Name is required on Leads, and Company usually is too, depending on your layout.
- Choose whether to add new leads only or also update existing ones, then finish the import.
Avoiding duplicates
- Set HeyAlbert ID to not allow duplicate values, and use it as the field to find existing records when you update with a later export.
- Import updates as “update existing” rather than “add new” once the first batch is in.
Export allowance
Each seat can export 100 records a month and 1,200 a year (see pricing). Exports are for internal business use by named users under our data licensing terms. The full column list is in the data dictionary.