Topics

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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Zoho actions

journy.io eventually allows to define product-led growth signals that trigger actions related to the installed connections. For each user/account meeting signal conditions, following HubSpot actions can be triggered:

• Add tag: Adds tag to a user, typically to initiate a workflow such as sending emails.

• Create task: Creates a task in Zoho for PLG user/account. You can select the Zoho user the task should be assigned to, next to setting task subject.

• Remove tag: Removes tag from a user, typically to eject from a workflow such as email drip campaign

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