How to connect with Zoho applications

How to connect with Zoho applications

You can integrate Zoho Marketing Automation with various Zoho applications for seamless data flow between two Zoho applications. You can sync contacts from Zoho applications with Zoho Marketing Automation and engage them consistently using personalized campaigns.

Prerequisites
  1. You must have an active account in the Zoho application. If you have multiple active accounts, only a single account can be selected for integration.
  2. You must be the organization administrator in both the applications to perform the sync.
NotesNote: You will be taken to create sync page for certain Zoho applications as soon as you integrate. You can create a sync immediately or click Skip for now button.

 To integrate with Zoho CRM:

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho CRM.
  4. Click Connect. 
    zoho crm

To integrate with Zoho Recruit:

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Recruit.
  4. Click Connect.
    recruit

To integrate with Zoho Analytics:

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Analytics.
  4. Click Connect.
    analytics

To integrate with Zoho Meeting: 

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Meeting.
  4. Click Connect. 
    meeting
  5. Choose webinars to sync and topic (optional) to integrate and initiate the sync. Click Initiate once you are done.
    meeting initiate button

 To integrate with Zoho Creator:

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Creator.
  4. Click Connect.
    creator

To integrate with Zoho Invoice: 

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Invoice.
  4. Click Connect.
    invoice

To integrate with Zoho Books:  

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Books.
  4. Click Connect.
    books

To integrate with Zoho Backstage: 

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Backstage.
  4. Click Connect.
    backstage
  5. Choose organization, webinars to sync and topic (optional) to integrate and initiate the sync. Click Initiate once you are done.
    backstage sync setup

 To integrate with Zoho Desk: 

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Desk.
  4. Click Connect.
    desk

To integrate with Zoho Bigin:  

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Bigin by Zoho CRM.
  4. Click Connect.
    bigin

To integrate with Zoho Contacts:  

  1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.settings iconapps option
  2. Click Connect App on the top-right corner of the screen.
    connect app
  3. Click Zoho under Categories and then, select Zoho Contacts.
  4. Click Connect.
    zoho contacts
  5. Choose list and topic ( both optional) to sync with and configure the sync time to initiate the sync. Click Initiate once you are done.
    contacts sync setup

To integrate with Zoho Forms:

  1. Click Settings icon on the top-right corner of the screen.
    Settings icon
  2. Click Apps under Integrations.
    Apps
  3. Click Connect App on the top-right corner of the screen.
    Connect App
  4. Click Zoho under Categories and then, select Zoho Forms.
    Zoho Forms
  5. Click Connect.
    Connect Zoho Forms

To disconnect integration with Zoho applications:

  1. Choose Settings on the left panel, then click Apps under Integrations.
    settings iconapps option
  2. Click the Zoho application you want to disconnect.
  3. Click Disconnect on the top right corner of the screen.
  4. Click Disconnect in the confirmation pop up.