The Zoho CRM + PassKit integration lets you connect contact activity, lifecycle stages, and custom fields to digital wallet passes. Whether you’re issuing loyalty cards, membership passes, or event tickets, you can use Zoho data to trigger pass creation, updates, and engagement workflows through PassKit.

Setting Up The Integration

To connect Zoho CRM with PassKit:

  1. First, create and publish your pass project in PassKit (e.g. loyalty, coupon, or membership).
  2. In your PassKit account, go to Settings > Developer Tools to retrieve your API region, SDK host, and REST API prefix.
  3. Generate your API credentials from the same section.
  4. In Zoho CRM, use Workflow Rules, Webhooks, or custom functions to send contact data to PassKit either directly via API or through an automation tool like Zapier or Make.
  5. Map CRM fields (e.g., email, name, status, custom tags) to your PassKit pass template.
  6. Optionally, use PassKit webhooks to send pass activity back into Zoho for tracking and follow-up.

This setup allows your CRM to be the source of truth for customer data while automating pass delivery and lifecycle management.

Common Use Cases

Integrating Zoho CRM with PassKit makes it easy to connect customer data with wallet pass experiences.

  • Issue a membership card when a contact reaches a specific deal stage
  • Deliver digital coupons after a lead converts
  • Send loyalty passes to contacts with a certain tag, campaign, or source
  • Update a pass when contact properties change — e.g. tier level, points, or subscription status
  • Trigger follow-ups in Zoho when a pass is installed or redeemed

This integration helps keep your contact database aligned with real-world customer engagement.

Requirements

To set this up, you’ll need:

  • A PassKit account with a published pass project
  • A Zoho CRM account with access to workflow rules or webhooks
  • API credentials from PassKit Developer Tools
  • An automation tool (like Zapier, Make, or Deluge script in Zoho) to connect the systems
  • Field mappings between Zoho and your PassKit pass (e.g., name, email, status)

You can start simple with a no-code approach or expand into custom automation using Zoho’s scripting options.

Support And Documentation

Helpful resources to guide your setup:

SDK and API Configuration Settings

Subscribe to PassKit Webhooks

Using Long-Lived API Tokens

Frequently Asked Questions

Can I Issue A Pass When A Contact Is Created In Zoho CRM?

Yes. You can trigger pass creation when a new contact is added or when a field is updated.

Can I Map Zoho Custom Fields To My Pass?

Absolutely. Just make sure your PassKit template includes matching fields, and map them accordingly in your automation.

Can I Track Pass Installs Or Activity In Zoho?

Yes. Use PassKit webhooks to send install, update, or uninstall events back to Zoho via webhook or middleware.

Can I Use This For Multiple Pass Types?

Yes. You can connect different workflow rules to different pass templates depending on your Zoho setup.

What If A Contact Cancels Or Becomes Inactive?

You can automate pass updates or revocations based on contact status changes using Zoho CRM automation.