The CleverReach® Zoho CRM Integration application offers the synchronization of your Zoho CRM data(contacts, accounts and leads) with your CleverReach® recipient lists.
- Transfer Zoho contacts, accounts and leads to CleverReach®
- Ongoing synchronization from ZohoCRM to your CleverReach®-list
Go to the Zoho CRM marketplace. // will be updated with link when integration is live
You need to check the “I have agreed to the Terms of Service” field and click on “Continue to Install”.
Click on “Agree and Continue”.
Choose which profiles may use the CleverReach® extension (any option can be selected) and click on “Confirm”.
After the confirmation, you will be redirected to your CRM page with details about the extension.
The extension is successfully installed. Now, open CleverReach® from the top menu:
A popup will appear, please click on the “Accept” button to allow CleverReach® to access data in your Zoho account.
After this, you will be redirected to the welcome screen.