Run Consumer Credit Reports Inside Zoho CRM

‍The iSoftpull Zoho CRM integration lets you run, review, and store consumer credit reports directly inside Zoho CRM—so credit decisions stay fast, secure, and centralized.

Install the iSoftpull Zoho CRM Integration

The Problem

Switching between platforms

Leaving Zoho to log into a separate credit bureau portal wastes time and breaks focus.

Manually uploading reports

Downloadling PDFs and re-uploading them to client records is tedious and error-prone.

Disconnected applicant data

Critical credit details live outside your CRM, making reporting and tracking deal difficult.

The Solution: iSoftpull + Zoho CRM

Run credit reports from Leads and Contacts

Initiate soft pulls directly from the record view with a single click.

Keep reports attached to CRM records

PDF reports and score data are automatically saved to the correct Lead or Contact.

Review key credit details without leaving Zoho

See FICO® scores and trade lines instantly to make faster decisions.

Why Teams Choose iSoftpull

Centralize your data

Access all applicant information—including credit reports—in one place: Zoho CRM.

Eliminate manual steps

Stop downloading files from one site just to upload them to another. Automation handles the grunt work.

Speed up decision-making

Instant access to credit scores means you can qualify or disqualify leads while they’re still on the phone.

Keep teams organized

Ensure everyone works from the same up-to-date data attached to the official CRM record.

Support sales workflows

Seamlessly fit credit checks into your existing Zoho sales pipeline without disrupting agent routine.

How It Works

Install

Add the iSoftpull extension to your Zoho CRM instance.

Open Lead/Contact

Go to any record in Zoho where you need credit data.

Run report

Click the button to request a soft pull instantly.

Review

View the full credit report and score attached to the record.

Install the iSoftpull Zoho CRM Integration

Built for Teams That Use Credit Data

Empowering businesses across industries to make data-driven decisions within Zoho.

Sales Teams

Qualify leads faster without waiting on other departments.

Lending & Underwriting

Access the critical financial history needed for loan approvals.

Service Providers

Determine payment terms and deposits based on credit risk.

Businesses using Zoho

Any organization that needs integrated credit checks for their workflow.

Secure by Design

We prioritize the safety of sensitive financial data. The integration respects Zoho’s security architecture.

User Permissions: Only authorized users can run reports.

Secure Storage: Data is stored directly within your protected CRM environment.

Compliance: Built to support FCRA compliant workflows.

Get Started

Integrate powerful credit reporting into your Zoho workflow today.

Install the iSoftpull Zoho CRM Integration

* Note: You must have an active iSoftpull account to use the integration.
New customers can sign up during the installation process.