Connecting your Zoho CRM
In this section, we will guide you on how to connect your Zoho account on our platform.
Prerequisites
A created bot (see our Create New Bot guide if you haven't set one up yet)
An active Zoho CRM account with appropriate permissions
Step-by-Step Connection Process
Step 1: Access Bot Integrations
Navigate to your bot's main page
Click on the Integrations section
Step 2: Locate CRM Options
In the bot integrations page, find the CRM section among the available integration options.
Step 3: Select Zoho Connection
Click on Zoho from the CRM connection options
You'll be redirected to Zoho's secure authentication page
Step 4: Authenticate Your Account
Log in using your Zoho account credentials
Grant the necessary permissions when prompted
You'll be automatically redirected back to your bot dashboard
Confirmation
Once authentication is complete, you'll see a confirmation message indicating your Zoho CRM is now successfully connected to your bot.
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