Connecting to an Individual Zoho CRM Account

Overview

Contact support@responsive.io to access this feature or request enablement.

If the admin has set up the integration to support connecting to an individual Zoho CRM account you can follow the steps below to establish a connection.

Connecting to an Individual Zoho CRM Account

1. Navigate to the Integrations tab on the My Account page and click Connect on Zoho CRM.
   
2. Sign in to your Zoho CRM account. Once you have successfully signed in, select the Zoho CRM instance you wish to connect to and click Submit.
   
   Note: Ensure that you connect to an instance type that is configured by your admin in the Organization Settings.
3. When you're prompted to grant Responsive access to the Zoho CRM’s data, click Accept.
   
   • If you connect successfully, a success message is displayed.
     
   • If the selected instance type does not match the one configured by the admin, an error message will be displayed: