Installing the App
Installing the app
The Zoho CRM Mobile Edition allows you to access and work with your online Zoho CRM data from anywhere on Android devices. You can also perform actions like adding, modifying, or deleting records in offline mode. These updates will be saved locally and synchronized with your online account when your device is connected to the network. Before you install the app, take a look at the prerequisites.
Mobile Edition activated for your account: By default, all the user profiles will have Mobile Edition enabled. The Administrator can disable or enable access from the web CRM account at any time by navigating to Setup > Users and Control > Security Control > Profiles > Other Permissions > CRM Mobile Apps Access.
An internet connection: The Zoho CRM app requires a Wi-Fi network or cellular network to communicate with Zoho CRM. However, you can also work with the local data in your device even if you lose connectivity to the internet. The updates will sync with your master CRM account when you are connected back to a Wi-Fi or cellular network.
Installing the app on Android
You can download and install the Zoho CRM application from the Play Store. You will need OS 5.0 or higher to use the app. When you sign in to Zoho CRM using your Android phone, 200 records will be downloaded onto the device as part of the initial synchronization.
To install Zoho CRM from the Play Store
Open Play Store on your Android phone.
Search for "Zoho CRM".
Tap Zoho CRM on the product info screen.
Tap Install.
Once the installation is complete, you can sign in to the Zoho CRM app on your Android device.
Sign in to your account
After installing the application, you can sign in to or sign up for an account.
Create a new account
Open your Zoho CRM application.
Tap Sign Up.
Enter your name, email address, password, and business phone number in the appropriate boxes.
Check the box to agree to the terms.
Tap Get Started.
Sign in to an existing account
Open your Zoho CRM application.
Tap Sign In or Sign In with Google.
Enter your username and password.
Tap Sign In.
If you have set up the OneAuth application in your phone, you can use it to sign in with a single tap.
Single sign-on using OneAuth
OneAuth is the new multi-factor authentication app created by Zoho to add an extra layer of security to your Zoho accounts and protect them from password breaches. OneAuth offers several different authentication modes to protect your account so you can choose the authentication mode that works best for you
Once you've installed the OneAuth application on your phone, you can use your login credentials to access it. Set up an MFA mode that you are comfortable with. From there, you'll be able to use the OneAuth app on your mobile device to securely log in to your Zoho account. OneAuth is available in both the iOS App Store and Google Play Store. Go ahead and install the application, then set up your authentication mode and you're all set.
To sign in with OneAuth
Open your Zoho CRM application.
Tap Sign In.
Tap the account that appears at the bottom. The credentials will be auto-filled.
Federated sign-in
Federated sign-in allows you to access your Zoho account through third-party identity providers (IdP) such as Google, Microsoft, LinkedIn, Facebook, and Twitter.
To sign in via third-party IdPs
Open your Zoho CRM application.
Tap Sign In.
Tap the more icon under Sign in using.
Tap the third-party service you want to use to sign in.
Choosing an organization
This option will only appear if you have been added to more than one organization or sandbox. Once you have signed in into your account, choose the CRM organization and sandbox you want to access on the device.
You will then land on the Home page of the account.
DC selection
Zoho CRM is hosted in multiple data centers. By default, the DC for your account is chosen based on your location.
DC switch
DC switch is only available to switch to the CN DC. If you want to change to the CN DC, tap the Globe icon at the top during log in.
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