How to connect with CRM applications

How to connect with CRM applications

Integrating your CRM account with an email marketing software helps you to establish a strong relation with your contact base and improve contact engagement. You can keep a track of each and every action that you take, eventually creating a complete record of your engagement with your contacts. Zoho Marketing Automation allows you to integrate with different CRM applications apart from the in-house Zoho CRM integration. This guide will help you understand how you can integrate your Zoho Marketing Automation account with CRM applications.

Integration with Salesforce 

Salesforce is an online sales CRM software for managing your business sales processes. Integrating Zoho Marketing Automation with Salesforce will allow you to sync contacts from Salesforce, engage them consistently and make them sales-ready.
 
Prerequisites
  1. You must have an active Salesforce account. If you have multiple active accounts, only a single account can be selected for integration.
  2. You must be the organization administrator in Zoho Marketing Automation to perform the sync. 

To integrate with Salesforce integration: 

  • Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  • Click Connect App on the top-right corner of the screen.
    connect app
  • Click Sales under Categories and then, select Salesforce.
  • Click Connect and click Continue.
  •  Sign into Salesforce and complete the integration. 

    • Integration with Hubspot 

    Hubspot is an online sales CRM software for managing your business sales processes. Integrating Zoho marketing Automation with Hubspot will allow you to sync contacts instantly, engage them consistently and make them sales-ready.
     
    Prerequisites
    1. You must have an active Hubspot account.
    2. You must be the organization administrator in both the applications to perform this integration.

     To integrate with Hubspot

  • Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  • Click Connect App on the top-right corner of the screen.
    connect app
  • Click Sales under Categories and then, select Hubspot.
  • Click Connect and click Continue.
    hubspot
  • Sign into your Hubspot account to complete the integration. 

    •  Integration with SugarCRM  

    SugarCRM is an online sales CRM software for managing your business sales processes. Integrating Zoho Marketing Automation with SugarCRM will allow you to sync contacts from SugarCRM, engage them consistently and make them sales-ready.
     
    Prerequisites
    1. You must have an active SugarCRM account. If you have multiple active accounts, only a single account can be selected for integration.
    2. You must be the organization administrator in Zoho Marketing Automation to perform the sync.

    To integrate with SugarCRM

  • Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  • Click Connect App on the top-right corner of the screen.
    connect app
  • Click Sales under Categories and then, select SugarCRM.
  • Click Connect and click Continue.
    sugarcrm
  • Sign into your SugarCRM account to complete the integration. 

    • Integration with MS Dynamics

    MS Dynamics is an online sales CRM software for managing your business sales processes. Integrating Zoho Marketing Automation with MS Dynamics will allow you to sync contacts from MS Dynamics, engage them consistently and make them sales-ready.
     
    Prerequisites
    1. You must have an active MS Dynamics account. If you have multiple active accounts, only a single account can be selected for integration.
    2. You must be the organization administrator in Zoho Marketing Automation to perform the sync.

    To integrate with MS Dynamics

  • Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
    settings icon

    settings page
  • Click Connect App on the top-right corner of the screen.
    connect app
  • Click Sales under Categories and then, select MS Dynamics.
  • Click Connect and click Continue.
    ms dynamics
  • Sign into your MS Dynamics account to complete the integration. 

    • To disconnect CRM application integration: 

    1. Click Settings icon on the top-right corner of the screen, then click Apps under Integrations.
      settings icon

      settings page
    2. Select the CRM application.
    3. Click Disconnect on the top right corner of the screen.
    4. Click Proceed in the confirmation pop up.