Linking Leadinfo with Zoho is very easy! Your website visitors can be automatically synchronised to Zoho. In Zoho, a note is added to the contact/company. so you also have insight into the website visits of your contacts there. In addition, you have the option in the Leadinfo portal to link the company profile of a website visitor in Zohomet to an existing company, or a new company.
Set up Zoho integration:
- Log in to the Leadinfo portal and go to settings.
- Under integrations, select "Zoho".
- Click on "Connect to Zoho".
- Log in with your Zoho details and give Leadinfo permission to access your Zoho environment.
From now on you can use the link with Zoho. Still not working? Feel free to contact us!
Good to know:
We never view the data of your CRM ourselves. The system only needs the authorization so that Leadinfo can transfer the data to your CRM environment.