> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rasayel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact matching

After connecting your Zoho account to Rasayel, you will see the **Zoho contact card** on the conversation sidebar of each conversation displaying the customer’s Zoho properties.

With our Zoho integration, you can:

1. Match Rasayel contacts to your Zoho **Leads/Contacts**
2. View matched Zoho **Lead/Contact** properties, alongside their associated **Deals** and **Accounts**
3. View WhatsApp messages sent from Rasayel to your Zoho Leads/Contacts
4. Select certain Zoho properties to view in the **Contact Sidebar** on Rasayel
5. Build detailed analytics based on WhatsApp messages sent to your contacts

We automatically match Rasayel contacts to equivalent Zoho leads/contacts, and display this information on the right sidebar of your Rasayel inbox (under the contact card).

Our Zoho integration will attempt to match a Rasayel contact by the **phone number**, and will show any matched contacts or leads.

\*\*Note: \*\*Zoho Contacts take precedence over Zoho Leads during the matching, meaning that if a Rasayel contact matches both a Contact and a Lead, the Contact will be displayed.

When you activate your Zoho integration, on the right sidebar, you’ll see the **Zoho Card**:

There are different states a Rasayel contact can have:

1. **No matching contact/lead found**
   * This means that Rasayel was unable to find a contact or lead on your Zoho account with the same **phone number.**
   * Formatting is important. Your contacts’ or leads’ phone numbers on the CRM **must** include the country code.
2. **Matching Contact/Lead found**
   * This will appear when we successfully match a Lead by phone. We’ll display the properties that we fetched directly from Zoho.

     <img src="https://mintcdn.com/rasayel-0ad99d68/VH7-Tp72fNCDVjA1/images/Zoho-2.png?fit=max&auto=format&n=VH7-Tp72fNCDVjA1&q=85&s=cc347c4c0dcebe3e00e2d38d9248f54d" alt="Zoho 2 Pn" width="968" height="1682" data-path="images/Zoho-2.png" />

### Contact creation

In case of a new Lead reaching out to you on WhatsApp, the Lead will probably not exist yet in Zoho. In this case, you can quickly create a Zoho Lead with the click of a button!

Just click on **“Create new lead in Zoho”**

<img src="https://mintcdn.com/rasayel-0ad99d68/VH7-Tp72fNCDVjA1/images/Zoho-3.png?fit=max&auto=format&n=VH7-Tp72fNCDVjA1&q=85&s=069b41e8e04bf98a1b702d56bd5efbfb" alt="Zoho 3 Pn" width="960" height="1160" data-path="images/Zoho-3.png" />

The Lead will be created properly on Zoho and will now be matched automatically.

### Linking existing leads/contacts to unmatched Rasayel contacts

In case the Rasayel contact does not automatically match an existing Lead/Contact due to the phone's missmatch, you can manually link the contact by searching for the Lead here:

Once linked, the Lead/Contact will always be shown for this Rasayel contact until it is unlinked manually. You can unlink the linked Lead/Contact by clicking **“Unlink”**.

<img src="https://mintcdn.com/rasayel-0ad99d68/VH7-Tp72fNCDVjA1/images/Zoho-4.png?fit=max&auto=format&n=VH7-Tp72fNCDVjA1&q=85&s=4b84830fbc9fbc8b89fa99d33030ec43" alt="Zoho 4 Pn" width="940" height="1080" data-path="images/Zoho-4.png" />
