Sansan for Zoho CRM | Online Help | Zoho CRM

Sansan for Zoho CRM

In Sansan, the contact information of business contacts is stored in the form of digital business cards. With the Sansan extension for Zoho CRM, you can sync those business card details into Zoho CRM, and get them mapped within the Contacts or Leads modules. Only one-way sync is available from Sansan to Zoho CRM.
Note: Please note that the Sansan extension for Zoho CRM is available in US, EU, CN, IN, AU, and JP datacenters.

Installing the extension

You can install the Sansan extension either from Zoho Marketplace or from within your Zoho CRM account as follows:
  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Click All Extensions and to view the extensions supported by your CRM edition.
  2. Under All Extensions, browse for and click Sansan.
    The details about the extension will be available.
  3. Click Install.
  4. Agree to the terms of service and click Install.

  5. Choose one of the following options, then click Confirm:
    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
      The extension will be installed automatically for the specified users.

  6. In the pop-up, enter the API key and click Save.

  1. If you skip this step, you can authorize it later from your Setup page in Zoho CRM. To do so, go to Setup, then select Marketplace under All. Find the Sansan extension and click Configure.
  2. To obtain your API key, go to your Sansan dashboard, and copy the Issue API key.

Setting up synchronization

Once the extension is installed, you can set up your sync settings in the Extension Details page. To set up synchronization, follow the below steps.
  1. In the Extension Details page, click Settings.
    The Sansan Configuration page will open.
  2. In CRM Module, choose Leads or Contacts.
  3. In Enable Auto Update, choose Yes or No.
    If Yes is chosen, you can select the fields where your data will be mapped. If No, you should enrich data manually in Zoho CRM records.
  4. In Merge Fields, select the Sansan fields and its corresponding CRM fields to sync data.
  5. In Schedule Sync, tap ON for periodic sync.
  6. In Duration, select Daily or Weekly.
  7. Click Save Settings.

The synchronization will happen based on your settings. The sync settings can be altered at anytime.

Getting enriched data

The enriched data can be obtained either in Leads or Contacts based on your sync settings.

To get enriched data:
  1. Open a record in the Leads or Contacts module.
  2. Ensure the record has a valid email address for leads and contacts.
  3. The enriched data will be displayed in the Business card widget.

Uninstalling the extension

To uninstall the extension:
  1. Go to Setup > Marketplace > All. All the installed extensions will be listed.
    Under All Extensions, you can view all the extensions supported in your CRM.
  2. Browse for Sansan and click the corresponding Uninstall link.
  3. Click Ok to confirm and uninstall the extension.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Zoho CRM for Google Ads

                                                                                            Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
                                                                                          • FAQs: Zoho CRM Integration with Zoho Projects

                                                                                            How is the integration between Zoho CRM and Zoho Projects helpful? The integration between Zoho CRM and Zoho Projects works as a bridge between sales data and team collaboration data—all in one place. Since you can associate projects directly with ...
                                                                                          • Dun and Bradstreet for Zoho CRM

                                                                                            Dun & Bradstreet lets you store information about your business contacts effectively. With the Dun & Bradstreet for Zoho CRM extension, you can easily move your business contacts to Zoho CRM and manage your business intelligently. The information ...
                                                                                          • WeChat Pay for Zoho CRM

                                                                                            Installing the extension You can install the extension either from Zoho Marketplace or from the Zoho CRM. To install the extension: Navigate to Setup > Marketplace > All. Click All Extensions, then browse for and click WeChat Pay. Click Install Now. ...
                                                                                          • Zoho Contracts for Zoho CRM

                                                                                            The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources