Zoho CRM Integration

Modified on Mon, 20 May 2024 at 05:32 AM

Integrating Zoho CRM with Josys enables the IT Admin to view accounts.


Key benefits  

When you integrate Josys with Zoho CRM, you can view a list of user accounts, including details such as their status, roles, timestamp of account creation and updation, and the Microsoft user.


Prerequisites


Before you begin with the integration, make sure that you have:

  • A Zoho CRM admin account.
  • The Standard plan, the Professional plan, or the Enterprise plan.


Steps to Integrate

Step 1: Select Zoho CRM from the App Catalog in the Apps section.


Step 2: Provide a suitable Label for identification. Click Next to proceed. 

Step 3: Log in to Zoho CRM using an admin account. Follow the guided steps to authorize Josys and complete the integration.


Step 4: After the integration is complete, allow some time for data synchronization. You can now view and perform required actions from the Managed Apps in the Apps section.  



 

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