Customer onboarding
A deal closes and the customer's admins are already contacts in Zoho CRM. Import them as learners and point them at your onboarding course.
Zoho CRM integration
Connect Zoho CRM with Sublime LMS.
Turn the contacts you already manage in Zoho CRM into learners for customer onboarding, partner enablement and external training. Choose who to import, map their fields and check for duplicates before anything is created.
Built forCRM adminsCustomer educationPartner enablementCustomer successL&D
Interactive simulation. The demo uses a fictional CRM and fictional contacts. It needs no Zoho account and never connects to a real CRM.
Import contacts from Zoho CRM4 of 20 selected
- Maya RaoNorthwind Health · Customer Success ManagerReady
- Arjun MehtaBluepeak Logistics · Operations LeadReady
- Daniel BrooksHarbor Retail Group · Store Systems ManagerExisting learner
- Leo MartinHarbor Retail Group · Regional ManagerInvalid email
- Priya NairNorthwind Health · Clinical TrainerNot selected
6 fields mappedValidate contacts
Why connect them
Your CRM already knows who to train. Stop retyping it.
When CRM contacts and LMS learners live in separate lists, every onboarding wave starts with a CSV export, a cleanup and a round of duplicates. The integration is designed to replace that step.
Simplify learner onboarding
Pick contacts in Zoho CRM and bring them into Sublime LMS as learners, without exporting and cleaning a CSV first.
Support customer education
Give new customers' admins and users a learner account as soon as they appear in your CRM.
Enable partner training
Onboard reseller and implementation partner contacts into partner enablement programmes.
Reduce manual administration
Field mapping and duplicate checks replace retyping names, emails and job titles by hand.
Maintain import control
Nothing is imported automatically. An admin chooses the contacts, reviews every issue and confirms the import.
How it works
From CRM contact to learner in eight steps.
Each step opens in the live preview of the simulated demo. It uses fictional data, so try anything you like.
- 01 Connect Zoho CRM An admin registers Sublime LMS in Zoho, then authorises read-only access to Contacts. Try it in the demo
- 02 Retrieve contacts Contacts are fetched from the connected CRM organization. Try it in the demo
- 03 Select contacts Search, filter by account and tick the contacts to import. Try it in the demo
- 04 Map fields Match CRM fields to learner fields. Try it in the demo
- 05 Validate Missing data, invalid emails and duplicates are flagged. Try it in the demo
- 06 Preview See exactly what is created, updated or skipped. Try it in the demo
- 07 Import Confirm, and the selected contacts are processed. Try it in the demo
- 08 Review learner directory Imported learners appear with Zoho CRM as their source. Try it in the demo
Interactive demo · no sign-up
Experience the Zoho CRM integration.
The real Sublime LMS admin console, running on a fictional company, Brightpath Software, and a fictional Zoho CRM. Connect, pick contacts, map fields, resolve duplicates and import them as learners. Everything runs in your browser.
The real Sublime LMS admin console on fictional data · fictional CRM organization and contacts on example domains · no Zoho login, no Zoho API calls, no learners created · nothing is saved to Sublime LMS
90-second walkthrough
From CRM contacts to learners, in one import.
Connect → test → select contacts → map fields → validate → resolve → import → learner directory. Recorded in the demo above, on Brightpath Software and its fictional CRM.
Transcript
- 0:00 Administration › Integrations. Zoho CRM is in the provider directory, not connected yet.
- 0:08 Step 1: register Sublime LMS in Zoho. The dummy app's Client ID and Client Secret are entered and saved; the demo keeps no secret.
- 0:19 Connect opens the consent step. In this demo it is simulated: no Zoho login, no password, no token.
- 0:28 Back in Integrations, the connection is tested and contact import is ready.
- 0:32 Import learners opens People › Imports on the CRM contacts. The administrator selects the ones to bring in.
- 0:47 CRM fields are mapped to learner fields. Account Name is kept for reference only.
- 0:54 Every contact is checked first: an invalid email, two contacts sharing one email, and a Contact ID already linked to another learner.
- 1:10 The conflict is resolved by skipping that contact, and the import is confirmed.
- 1:18 The results show what was created, updated and skipped, and why.
- 1:25 The new learners are in the directory, tagged with their import. Recorded in the Sublime LMS demo with fictional data.
Use cases
Training for the people outside your company.
The CRM holds your customers, partners and resellers. Importing selected contacts gives them learner accounts so you can assign the right training.
Partner and reseller enablement
Filter contacts by partner account, select the people who sell or implement your product, and give them learner access in one import.
Customer education
Bring champions and power users from key accounts into product academies without a separate sign-up list.
Sales enablement
Onboard sales contacts at channel accounts so they can take the product training you assign.
Importing creates or updates learner accounts. It does not enrol learners in courses or send training completion back to Zoho CRM. You assign training in Sublime LMS as usual.
Security and control
Built for selective, read-only access.
How the Zoho CRM integration is designed to work. Ask us to confirm what is enabled for your plan and Zoho region.
OAuth, not passwords
The integration is designed to connect through Zoho's own OAuth consent screen. Sublime LMS never asks for a Zoho password.
Read-only Contacts access
It is built to request read access to Contacts, Contact fields and organization details only. It does not write to your CRM.
One connection per organization
Each Sublime LMS organization has its own connection and credentials, separate from every other customer.
Role-based access
Admins manage the connection in Administration › Integrations. Running an import is a separate People permission.
Selective import
Only the contacts an admin selects are imported. There is no bulk import of your whole CRM.
Duplicate checks
Contacts are matched to existing learners by email, and conflicts wait for an admin to decide.
Ready to explore the Zoho CRM integration for your organization?
A walkthrough built around your CRM accounts and the customers or partners you want to train.
FAQ
Questions about the Zoho CRM integration.
Is the Zoho CRM integration available?
We're rolling out Zoho CRM Contact import to Sublime LMS organizations. Whether it's enabled for your plan and Zoho region depends on your account, so request a demo and we'll confirm. The interactive demo on this page is a simulation, not the live integration.
Can Zoho CRM contacts be imported as learners?
Yes, that is what the integration is for. An admin selects contacts, maps CRM fields to learner fields, reviews validation and duplicates, and confirms. Each imported contact becomes a learner in your Sublime LMS organization.
Does it import every contact automatically?
No. Nothing is imported until an admin selects the contacts and confirms the import. There is no scheduled or automatic sync of your whole CRM.
How are duplicates handled?
Contacts are matched to existing learners by email. A match can update the existing learner or be skipped. Two selected contacts with the same email, or a match whose name differs, wait for an admin to decide before anything is imported.
Does it sync training completion back to Zoho CRM?
No. Contact-to-learner import does not write anything back to Zoho CRM, and importing a learner does not enrol them in a course. You assign training in Sublime LMS as usual.
Do I need a Zoho CRM account to try the demo?
No. The demo runs in your browser with a fictional CRM organization and fictional contacts. No sign-up or Zoho account is needed.
Does the demo connect to a real Zoho CRM?
No. The authorization screen in the demo is a simulation. It shows no Zoho login, calls no Zoho API, creates no learners and stores nothing you click.
How do I request a custom demo?
Choose Request a Personalized Demo anywhere on this page. We'll verify your work email with a one-time code and then book a time to walk through the integration with your own setup in mind. We never ask for CRM credentials.
Zoho CRM + Sublime LMS
Train customers and partners straight from your CRM.
Tell us how you use Zoho CRM and who you need to train. We'll verify your work email with a one-time code and book a time to walk you through it. We never ask for CRM credentials.