By integrating Zoho CRM with Dealfront, you can directly transfer company details, deals and activity into your CRM. This will provide extra context for your sales team around understanding intent and support their outreach efforts.
Please note: You will need to have admin privileges within Zoho CRM to complete this process.
STEP 1: Navigate to User Settings within Dealfront
STEP 2: Under Account and Integrations, select Zoho
STEP 3: Choose which top-level domain your account is using and whether or not you want Dealfront to send the latest visit information directly.
Please note: At the moment Zoho integration can be set for .com, .eu, .in, and .com.au domains.
STEP 4: Login to Zoho, if you aren't already
STEP 5: Accept allowing Dealfront to access the following data in your Zoho CRM account
STEP 6: After completing these steps your account will start to sync. Your initial sync can take several hours. The larger the account, the longer it will take.
STEP 7: Once the sync is complete, you should see this screen indicating that a connection has been successful. If you do not see 'Connected', please take a look at our article about explaining the Zoho Integration Connection Statuses and how to solve any errors.
Congratulations! You've successfully integrated Zoho with Dealfront.
Questions, comments, feedback? Please let us know by contacting our support team via the chat or by sending us an email at email@example.com.