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 aksdkhbcskdjnakhb

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.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series

                                          • Digest

                                          • Functions

                                          • Meetups

                                          • Kbase

                                          • Resources

                                          • Glossary

                                          • Desk Marketplace

                                          • MVP Corner

                                          • Word of the Day

                                            Zoho Marketing Automation

                                              Zoho Sheet Resources


                                                  Zoho Forms Resources

                                                    Secure your business
                                                    communication with Zoho Mail

                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times

                                                      Carry your calendar with you
                                                      Anytime, anywhere

                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now

                                                                      Zoho TeamInbox Resources

                                                                              Zoho DataPrep Resources

                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW

                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now

                                                                                                      • Related Articles

                                                                                                      • Installing the CRM Mobile App

                                                                                                        Zoho CRM Mobile Edition gives you the option to access and work with your Online Zoho CRM data from your mobile devices. The Zoho CRM native app is available for the iPhone, iPad, and Android phones. Additionally, you will be able to use the web app ...
                                                                                                      • FAQs: CRM for iphone

                                                                                                        From where do I install the Zoho CRM native app for iPhone? You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes ...
                                                                                                      • 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 ...
                                                                                                      • Zoho CRM for iPhone - An Overview

                                                                                                        Zoho CRM for iPhone is a native application that enables you to access and work with your Online Zoho CRM data from your iPhone. The 3.0 version of the native CRM app is available in iOS 8.0 and above. From you iPhone, you can access data from Leads, ...
                                                                                                      • Installing App in iPad

                                                                                                        You can download and install the Zoho CRM application from the App Store. Before you install, take a look at the prerequisites. Zoho CRM requirements: You must have: A valid and active Zoho CRM Account. Mobile Edition activated for your account. In ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.

                                                                                                            Zoho Show Resources