Integration Guide for Zoho CRM

Prerequisites

1. User must be in role Account Owner or Administrator
2. User must be logged into a Zoho CRM account with access to Zoho CRM API

Setup Guide

1. Navigate to the Data tab from the sidebar menu
2. Select the button "Create Data Connection" in the top left corner of the page
3. Enter a title for the data connection
4. Select an interval for the data to be synced incrementally, the default value is every 24 hours
5. Select the appropriate Zoho data center (Know your Data Center)
6. User will be redirected to Zoho authentication page, log in with a valid Zoho username and password
7. User will be prompted to select the environment of the Zoho CRM data to be synced
8. Select the "Allow" button
9. Amped Analytics will complete the authorization and begin syncing data from the selected Zoho CRM environment

Video Guide

Link

Interactive Guide