FirstDigital Customer Knowledge-base

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Current »

This page covers how to integrate Zoho CRM with Veracity's Integrator solution. Begin by clicking the ^ upward arrow on the right side of the taskbar then right-click on the green or grey box icon.

Choose Configuration.

Choose (Add new) in the left sidebar then use the dropdown to scroll down and select Zoho CRM. Now click the Set button followed by the Save button.

You can now click on Zoho CRM in the left sidebar to configure it as needed. For examples, this is where you can generate an Authentication token (if needed) and you can also test the integration from here.

   Click the image to enlarge it if needed.

  • No labels