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Zoho
Brandon Lett avatar
Written by Brandon Lett
Updated over a week ago

Zoho is one of our 5 CRM integration options. Here I will go over the steps to set up and send contacts to your Zoho Contacts.

Steps

  1. You will first select Menu at the bottom of the app (far right icon) or on the left on the computer web browser.

  2. Here you choose Personal (or Advanced) Integrations and click +Add New Integration.

  3. Choose the Zoho option.

  4. A small window will appear to help you open an Authorization Window. Click Open Window at the bottom.

  5. If you aren't currently signed in on your browser, it will take you to the Zoho Sign In page. Sign in with your Zoho account here.

  6. Next it will ask you to Allow the Linq Production to connect. Click Accept

  7. Once you successfully sign in, you will be taken back to the Linq page. It will tell you this integration was added successfully.

  8. Now it will show up under your Personal Integrations.

  9. To send a contact to this integration, you will go to your Contacts tab and find the contact you wish to send. It will have a blue cloud button with an arrow. Click this to begin.

  10. Now it will ask which integration to send it to.

  11. Once you click this, it will show you a message that it was successfully sent.

  12. To ensure it is done, it will show this button now greyed out.

  13. Final check would be to make sure it went to the Zoho Contacts.

Now you have set up your Integration with Zoho and have sent a contact. Let us know if you need additional help!

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