Installing RouteIQ for Zoho CRM
Prerequisites to install RouteIQ
You must be a Paid Zoho CRM user to install this extension.
Installing RouteIQ
RouteIQ can be installed from two places:
RouteIQ's website
Zoho Marketplace
From RouteIQ's website
The extension can be installed by visiting the following links, choose one based on your location:
Your Location / Data Center | RouteIQ's website | Marketplace Extension link |
US | ||
| IN | ||
| EU | ||
AU | ||
JP | ||
CA | ||
SA |
Note: RouteIQ is available in English, French, German, Dutch, Italian, and Spanish
From Zoho Marketplace
Visit the RouteIQ extension page in Zoho Marketplace. (Refer above table for your location based marketplace link)
Click the Install button to install RouteIQ in Zoho CRM.
Installation wizard
- Select the checkbox to agree to the terms of service.
- Select the checkbox to authorize RouteIQ to access your Zoho CRM data.
- Click Continue to install.
- Choose the users to install RouteIQ for them. You can choose All admins, All users, or specific Zoho CRM profiles.
Note: This determines the visibility of RouteIQ, not access to RouteIQ. You can set access in the User Management window in RouteIQ. - Click Confirm to complete the installation process.
- After installation is complete the integration page will open. Learn how to Integrate RouteIQ with Zoho CRM.
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