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Overview

Zoho is a well-known frequently-used CRM among many companies across many industries. journy.io therefore decided to deeply integrate to offer full bi-directional CDP functionalities with enriched SaaS customer intelligence and trigger most important actions for both contacts and accounts, upon getting B2B product-led growth signals.

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Choose the Zoho account that you want to connect, after login :.

Review the permissions and accept: .

If you've accepted the permissions, you'll see that Salesforce Zoho is now connected, on top of your connections screen:

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Zoho

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general settings

If you go to the 'Connections' menu and lick on 'Settings' on the Salesforce Zoho panel, you'll see the general 'Connection' Tab

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• Enable: Indicated whether Salesforce Zoho can be used as source.

• Name: Set/Edit a name for the connection

Zoho source settings

Salesforce Zoho has no specific source settings. It is used to enrich existing records created by your platform and website. It does not create new users and accounts in journy.io when new Salesforce Zoho objects are created.

Zoho destination settings

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At any time, you can check the bi-directional sync logs of your Zoho↔journy.io connection by selecting the 'log' submenu.

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Tip: Need help with your Connectors?

Reach out to our support team

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or book time to make it together

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