Zoho CRM

To integrate Zoho CRM with Zluri, you must visit the integrations page in your Zluri workspace & click on 'Zoho CRM'.

Integration with Zoho CRM requires authorization from the Zoho CRM administrator. If you have the Zoho CRM Admin credentials, you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.

If you are inviting your co-worker to complete the authorization, You will need to fill in his name, email & a note (optional), and we will invite him.

Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

Usage:

Once you authorise Zoho CRM, you will see an overview of how the Zoho CRM application is used across your organization.

You will also be able to see which users use Zoho CRM & their details such as last used date, usage & spend allocated to them.

To uninstall the app, hover on the Zoho CRM App in the integrations tab & Click 'More Info'. It will open a page like the one below. You can click 'Disconnect' to disconnect the Application from your Zluri account.

If you are facing any trouble or need further assistance, please write to [email protected].