Zoho 🛠

Configure your Zoho integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo

Celeste avatar
Written by Celeste
Updated over a week ago

How does it work?

Modjo binds with Zoho CRM allowing to:

  • Find your Zoho contacts, accounts and deals related to your calls in order to import and display them within the platform.

  • Make sure the calls were logged in Zoho as a "call activity" in the contact/account/opportunity timeline. If the call was already logged by the phone provider (ex: Aircall), we'll solely add the link to the call in Modjo. In the event that the call wasn't logged, Modjo adds the call activity (with a few extra details) as well as a link to the call.

  • Display within Zoho's calls' activities the comments made on their corresponding calls in Modjo.

🚨 Prerequisite:

You must have the Admin rights in both Zoho and Modjo. If so, follow the quick and easy steps described below:

⏱️ Duration time: 5' on average

Step 1: Grant us access to Zoho via OAuth

  • Log in Modjo

  • Go to Settings => Integrations => CRM

  • Below Zoho icon, click on Connect

  • Enter the domain zoho.eu or zoho.com

  • Click on "link your account" in order to bind Zoho to Modjo

Step 2: Bind your Zoho users to Modjo

  • Once Step 1 is achieved, you should be automatically redirected to Settings => Integrations => CRM

  • Below All integrations, you should see Zoho. Click to expand the section.

  • Afterwards, in the User tab, bind each and every Modjo user to his Zoho's user access.

  • Good to know: you can use the Auto-match button to let Modjo link your users based on email matching.

  • Click Save

    You're all set! ✅

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