Follow these steps to connect your Zoho Writer and automate your tasks effortlessly.
Step 1: Select Zoho Writer from viaSocket’s Library of Apps
Find Zoho Writer: Use the search bar to locate Zoho Writer from the list of available apps.
Select Zoho Writer: Click on Zoho Writer to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Zoho Writer, viaSocket will prompt you to authenticate your Zoho Writer account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Writer data. Click 'Accept' to proceed.
Log In to Zoho Writer: If you are not already logged in, you will be asked to log into your Zoho Writer account.
Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in Zoho Writer. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.
- Once you are satisfied with the test results, save your step.