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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 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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Reach out to our support team

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or book time to make it onlinetogether

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