Zoho Integration
Naitik Chavda avatar
Written by Naitik Chavda
Updated over a week ago

Hello there, Saleshandy users! 👋

We have some exciting news to share today – the Zoho Integration inside Saleshandy is now live and ready to rock your CRM game! 🚀

Let me quickly walk you through how you can make the most of this fantastic integration.

Zoho Integration

1️⃣ Access the Integration Application

Head over to your settings and spot the "Integration" application. Click on it and get ready to unlock the magic!

2️⃣ Authenticate Your Application

Click on 'Connect Now' and follow the prompts to connect your Saleshandy and Zoho accounts seamlessly. It's as easy as connecting with an old friend! 😎

3️⃣ Field Mapping

We've got your back! All the essential fields, like first name, last name, and email are already mapped in the backend. But here's the cool part – you can customize field mapping to suit your specific needs. Make it work for you!

4️⃣ Manage Actions & Triggers

With this integration, you're the maestro of your CRM orchestra. You can effortlessly create Leads, Deals, Contacts, Accounts, and Tasks in Zoho. Set up triggers and actions that make your CRM dance to your tune! 🎶

5️⃣ Other Features

  • Activity Tracking: Every action you take in Saleshandy will be recorded neatly as a note in the corresponding Zoho record. It's like leaving little breadcrumbs of productivity!

  • Unsubscribed and Bounced Contacts: We've made it super simple to spot them. Contacts with issues will sport an 'Unsubscribed-Saleshandy' tag, making it a breeze to find and address any concerns in your CRM.

  • Smart Record Handling: If a contact, lead, or deal isn't already in Zoho, no worries! Saleshandy will create a new one. We'll update the record with fresh notes or info if it's there. Smooth sailing!

  • Duplicate Check: No one likes duplicates cluttering up their CRM. Our integration takes care of that in the background, ensuring you always work with clean data.

And guess what? We haven't slapped any restrictions on this amazing feature, but you'll only be able to use it with the Outreach Pro plan.

So, go ahead and supercharge your Zoho CRM with Saleshandy's integration. It's a match made in heaven, and we can't wait to hear how it turbocharges your sales and productivity.

FAQs (Frequently Asked Questions)

If you're facing difficulties connecting Zoho CRM or are unable to see the fields to map.

Kindly disconnect the Zoho CRM and connect it again it will work; if it's still not working, reach out again to Support.

Mission accomplished; you've successfully added Zoho Integration. 👏

Wishing you a delightful experience! ❤️

Happy Selling. 🤝

Warmest regards,

Saleshandy Team

👉 Next Steps

Check out the below article If you want to know more about

Collection: Pipedrive


💡 Tip

Don't hesitate to reach out if you have any questions. We're available on chat and ready to help you quickly. 🤗

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