How to Integrate ZohoCRM

Erstellt von Igor Galic, Geändert am Tue, 19 Jul 2022 um 07:25 PM von Igor Galic

With our Zoho CRM integration model, you'll be able to Send Leads either on a schedule or by an event.

 

Possible entities as a source are: Send Leads

 

Possible entities as a target are: Add Leads

 

Possible Task Triggers are: on schedule (hourly, daily, weekly, monthly) or upon successful completion of a trigger task.

 

If you need any additional functionality or additional entities, please make your request here.

 

Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.

 

Step 1:

First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:

 

 

 

 

Step 2:

Now, you will see the list of integrations offered by SyncSpider. Select Zoho CRM application from the list, or use the search bar to find it easily.

 

NOTE: You can have more than one integration with one app/tool.

E.G. Integrate your Zoho CRM to send to CSV

 

 

Step 3:

After selecting Zoho CRM, enter the integration name and description (optional) then click on the Next button.

 

Step 4:

 

You will now be asked for the Data Center Location and login credentials. Simply choose the correct region and login with your info and you are all set!

 

 

Congratulations! Zoho CRM is now successfully integrated.

 

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Zoho CRM is just one of the tools we support!

 

To check the list of the tools and features we support, please click here.

 

If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)

We develop the integrations based on the requests and up-votes :)

 

If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.

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