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How to connect to Zoho
How to connect to Zoho

This article will walk you through the steps to connect your Zoho CRM to your portal.

Updated over a week ago

First, head to your Integrations tab, find the Zoho CRM integration, and press the Enable button. Log into your Zoho account.

Once connected, select the Settings option and in the new screen click on the Configure button. Now you can configure and map your integration.

Begin by mapping your Zoho deal phases to portal phases. (portal phases are partner-facing)
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โ€‹Please note, that portal phases are fully customizable. For more information, take a look at this article.

Now continue mapping your Company and Contact fields to your desired configuration.

Please note, that any configuration, can be updated and edited at any time.

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