Installation ZohoCRM Integration

The CleverReach® Zoho CRM Integration application offers the synchronization of your Zoho CRM data(contacts, accounts and leads) with your CleverReach® recipient lists.


Features

  • Transfer Zoho contacts, accounts and leads to CleverReach®
  • Ongoing synchronization from ZohoCRM to your CleverReach®-list

Installation

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”.


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Click on “Agree and Continue”.

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Choose which profiles may use the CleverReach® extension (any option can be selected) and click on “Confirm”.

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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:

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A popup will appear, please click on the “Accept” button to allow CleverReach® to access data in your Zoho account.

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After this, you will be redirected to the welcome screen.

 

 

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