What are the prerequisites to integrate with Zoho CRM?

What are the prerequisites to integrate with Zoho CRM?

Before integrating your Zoho CRM account with Zoho Campaigns, please check that you meet the following requirements:

  • You have active user accounts in both Zoho Campaigns and Zoho CRM to sync contacts/leads.
  • Zoho CRM administrator status and admin role in Campaigns.

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