Installing the app in iPhone | Zoho CRM for iPhone

Installing the app in iPhone

Either of the following methods can be used to install the app:
  1. Download and install the Zoho CRM application from the App Store within iPhone.
  2. Download Zoho CRM through iTunes and synchronize with your iPhone.
The Zoho CRM mobile app is available for download, on devices running on iOS 11 or above. 

Install Zoho CRM

To install Zoho CRM from the App Store
  1. Visit the App Store.
  2. Search for Zoho CRM.

  3. Tap the Get option to download.
    The application will be automatically installed.

Sign up/Sign in to your account

After installing the application, sign in or sign up for an account.

Create a new account
  1. Open your Zoho CRM application on your iPhone.
  2. Tap Sign Up.
  3. In the Full Name field, enter the name.
  4. In the Email field, enter your email address.
  5. In the Password field, create a password.
  6. In the Phone field, enter your business phone number.
  7. Agree to the terms by checking the box.
  8. Tap Get Started.

Sign in to an existing account

  1. Open your Zoho CRM application.
  2. Tap Sign In.
  3. Enter your username and password.
  4. Tap Sign In.

If you have set up the OneAuth application on your phone, you can use it to sign in with a single tap. 

Single sign-on using OneAuth

OneAuth is a 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. Install the application, then set up your authentication mode, and you're all set.

To sign in with OneAuth
  1. Open your Zoho CRM application.
  2. Tap Sign In.
  3. 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, Apple, Yahoo, Slack, and Twitter.

To sign in via third-party IdPs
  1. Open your Zoho CRM application.
  2. Tap Sign In.
  3. Tap the more icon under Sign in using.
  4. 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 or sandbox you want to access on the device.
You will then land on the Home page of the app.

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