Follow these steps to connect your Zoho CRM and automate your tasks effortlessly.
Step 1: Select Zoho CRM from viaSocket’s Library of Apps
Find Zoho CRM: Use the search bar to locate Zoho CRM from the list of available apps.
Select Zoho CRM: Click on Zoho CRM to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Zoho CRM, viaSocket will prompt you to authenticate your Zoho CRM account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho CRM data. Click 'Accept' to proceed.
Log In to Zoho CRM: If you are not already logged in, you will be asked to log into your Zoho CRM account.
Map Data Fields, Test and Save