Zoho CRM

OVERVIEW Import your Zoho CRM contacts into Podium, making it easy to send review invitations.

KEY BENEFITS

• Improve your online rating by requesting reviews for closed deals.
• Save time managing your customers by seamlessly syncing your contacts between Podium and Zoho CRM. No more copy and pasting between systems!

Compatibility

All versions; Works with the Contacts, Leads, and Deals modules

Setup Process

1. Click Connect.
2. Select the Podium location you’d like to connect to Zoho CRM.
3. Allow Zoho CRM to access the appropriate Podium data.
4. Allow Podium to access the appropriate Zoho CRM data. (Log in to Zoho CRM if necessary.)
5. Make sure you’ve selected the appropriate country.
6. Click Finish.
7. Select the automations to use with your Zoho CRM integration.
8. Click Activate.