FirstDigital Customer Knowledge-base

Zoho CRM Integration

Owned by Doug Strain (Unlicensed)
Last updated: Sept 11, 2018
1 min read

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.

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For any questions, please contact Customer Support at (800) 213-1315 or (801) 379-3000.