User Guide
  • Get started
  • SMS
    • Start using SMS
    • Send SMS Campaign
      • Campaign Filters
    • SMS Report
    • SMS settings
    • FAQs
  • Whatsapp
    • Start using WhatsApp
    • Send WhatsApp Campaign
      • Whatsapp Campaign Filter
    • Types of WhatsApp Templates
    • Managing Whatsapp Templates
    • Managing Whatsapp Flows
    • Set up WhatsApp ChatBot
    • FAQs
  • Number Lookup
    • Start using Number Lookup
    • FAQs
  • Verify
    • Start using Verify
    • Verify Report
    • Verify settings
    • FAQs
  • Page
  • Integrations
    • Sync Zoho CRM with D7 Dashboard
    • Sync HubSpot with the D7 Dashboard.
    • Integrate WSO2 IS
    • Active Campaign
      • Integrate WhatsApp API
      • Integrate SMS API
  • CONTACT BOOK
    • Add your contacts
Powered by GitBook
On this page
  1. Integrations

Sync Zoho CRM with D7 Dashboard

Connect your account with Zoho to import contacts effortlessly and streamline your contact management process. Enhance workflow efficiency and productivity with the Zoho Integration.

PreviousPageNextSync HubSpot with the D7 Dashboard.

Last updated 4 months ago

Configuration Process

  • Connect with Zoho: Initiate the integration by clicking on the "Install" button on the Zoho card in the Integrations page and follow the on-screen instructions

You can watch this instructional video for a step-by-step walkthrough.

  • Authorization: Authenticate your Zoho account to grant the necessary permissions for contact import.

Import Contacts: Once the integration is installed and authorized, import your contacts from Zoho into your account. For details, read our on the process.

detailed guide