How to integrate Zoho CRM

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1. Creating a Task
  • Step 2. Enter Name and Description
  • Step 3. Adding Credentials
  • Step 4. Choosing Data Center Location

Description

Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrate with 500+ popular business apps in a single business system.

Entities

Steps

Step 1. Creating a Task

Either while Creating a Task or in the Integrations menu.

Enter the name of the integration in the search bar.

Step 2. Enter Name and Description

Enter the Name of the Integration.

You can optionally also enter a description.

Step 3. Adding Credentials

You will be prompted for the API Key.

Step 4. Choosing Data Center Location

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

zohoCRM 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 the request here to create an integration for you or UP-vote if it's already on the list :) 

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

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!