Zoho CRM

Zoho CRM

Summary: Conversion Logix interfaces with the vendor's API to populate leads.

Customer Steps to Follow: 
  1. Log into your Zoho CRM account
  2. Log into your TCC Dashboard account
  3. Navigate to Company > Remote Auths
  4. Click Zoho Token Request at top.  
  5. Follow instructions to grant TCC access to your Zoho CRM environment
  6. Once complete, Conversion Logix support will finish integration setup

What you need to provide Conversion Logix: 
  1. Zoho access token

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