Integrations: How to Integrate with Zoho CRM

This article will cover integrating Zoho CRM with your ClickFunnels 2.0 account. 

Zoho CRM is a cloud-based customer relationship management software for managing sales, marketing, and customer support in a single system.

Important Note: Ensure you are logged into your ClickFunnels and Zoho accounts before starting the integration.

Requirements: 

• An active ClickFunnels 2.0 account

• A Zoho Account

Table of Contents:

TABLE OF CONTENTS

• Adding a new integration in ClickFunnels:
• Login to Zoho

Adding a new integration in ClickFunnels:

1. From the left bottom corner, click the Settings icon, then click on Integrations.
   
   
   

2. Click on Connect Integration.
   

3. Select Zoho from the Integrations tab.
   
   
   

4. Use the default option COM and click on Submit.
   
   
   

Important Note: Consider turning off your pop-up blockers or adding this site as a secure site if you can't see the pop-up window from your browser.

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Login to Zoho

1. Add your Zoho credentials.
   
   
   

2. Allow ClickFunnels to access your data in Zoho by clicking on Accept.

3. 
   
   
   

4. A confirmation message from Zoho will ensure the integration is successful. 
   
   
   

5. If the integration succeeds, you will see the integration in the integrations dashboard under the “Active” status.
   
   
   

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