Getting Started with Zoho CRM

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