Zoho CRM Integration

What does the integration do?

When our virtual receptionists answer a call for your business, the integration pushes the caller’s information to your Zoho account as either a Lead or a Contact.

This integration is a one-way sync.

Installing the integration

From your AnswerConnect application, click on the Manage icon in the sidebar and choose the Integrations tab.

Click the Zoho CRM integration card.

Click the Integrate button.

Connecting your accounts

Enter your Zoho username and password to connect your account with AnswerConnect. Click the edit icon next to the account to name your account. Next, click Continue.

Select the Zoho list where you want contacts exported and click Continue.

Map the AnswerConnect fields to the corresponding Zoho attributes and click Continue.

Mandatory fields are marked with an asterisk.

Next, click the Test button to verify that the attributes are mapped correctly. Successful mapping will activate the integration.

Deactivating the integration

To deactivate the integration, go to Manage, choose the Zoho CRM integration card, and click Deactivate