How to integrate Zoho CRM

Created by Maja Bradonjic, Modified on Tue, 30 May 2023 at 03:13 PM by Ivana B

TABLE OF CONTENTS



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


SourceTarget
LeadsLeads
Contact
Contacts
VendorsVendors



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.Selecting the Zoho CRM integration


Step 2. Enter Name and Description


Enter the Name of the Integration.

You can optionally also enter a description.


Naming the Integration

Step 3. Adding Credentials


You will be prompted for the API Key.Choosing the Data Center location

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! 


Selecting the Data Center Location


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!



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