Zoho CRM

Zoho CRM is a widely used cloud-based customer relationship management (CRM) platform that offers a comprehensive suite of tools for marketing, sales, and customer support. Designed to cater to businesses of all sizes, Zoho CRM helps companies attract, engage, and retain customers by streamlining and enhancing the entire customer journey, ensuring a seamless and personalized experience.

What you can do with the Zoho CRM connector:

• Ingest Lead and Contact Data: Use lead and contact data from Zoho to send promotional offers and other updates to your customers on popular channels such as Email, SMS, and WhatsApp.

• Automation: Use flows to automate different business processes using triggers and actions, such as task updates.

Zoho CRM triggers and actions in Flows

Once installed, you can use more than 10+ triggers and actions in Flows like Lead updated, Contact created and more.

For a complete list of available triggers and actions, go to Automate Work > Connectors > Marketplace and find Zoho CRM.

Zoho CRM data synchronization

Once installed, the Zoho CRM connector will regularly sync the following data:

• Contacts

• Leads

After installation, under the "Config" tab, you can choose the contact and lead attributes and the frequency of the data sync you want to import from Zoho CRM into Bird.

How to install Zoho CRM

What you'll need

• A Zoho CRM account

Step-by-step instructions

1. Click on your name in the top left-hand side of your screen, then click Integrations.

   
2. Select Zoho CRM.

3. Click the Install Zoho CRM button.

4. Give your Zoho CRM connector a recognizable name, Regional Domain, Instance type

1. Click on the Login and Install button. You'll be redirected to Zoho CRM to login and once successfully authenticated, you'll be redirected back to Bird.

That's it! You've installed Zoho CRM!

1. After installing the connector, go to the Config tab to set up the attributes you want to import from Zoho CRM into Bird contacts. You can also specify how often the data should be imported.

Next steps

Visit the “Health” tab to assess the connector’s health.

• Data Fetching: Responsible for gathering data from third-party platforms. It generally requires valid credentials or API keys. If its health is compromised, there could be problems with credentials or permissions.

• Data Capture: Manages incoming data and events, mainly through webhooks. A non-healthy status typically indicates difficulties with the connector's webhook setup.

Use Zoho CRM

Once you've successfully installed the Zoho CRM connector, you can incorporate its functionalities in various areas of the platform:

Audiences

• Purpose: Build dynamic audiences using contact or lead data imported from Zoho CRM. These audiences can be harnessed for broadcast marketing campaigns or omnichannel marketing journeys.

• How to access:

  1. Go to Audience > Contacts.

  2. Click Advanced filters. Here, you'll notice Zoho CRM attributes.

     
  3. Use these attributes to segment your contacts and create an audience or list. These audiences and lists can be used to send marketing campaigns.

Flows:

• Purpose: Incorporate Zoho CRM triggers and actions in Flows to automate business processes, such as opportunity updates

• How to access:

  1. Proceed to Flows located under Process Automation.

  2. Initiate a new flow or modify an existing one.

  3. For invoking a flow using Zoho CRM triggers, set the Trigger to "Connector", the Connector to "Zoho CRM", and then pick the relevant Zoho CRM instance (if you have multiple installations).

     
  4. Here, you can opt for any triggers the Zoho CRM connector supports.

  5. Additionally, select Zoho CRM from the "Connector actions" dropdown to integrate Zoho CRM actions into your flows.

     

FAQs

As a Zoho CRM admin with multiple Zoho CRM instances, can I connect each one to Bird?

Absolutely! Install the Bird app for each instance as required. After installation, view all the instances under 'Manage Integrations'. Remember, each installation is unique to it's instance, so you must install it for each Zoho CRM instance individually.

What should I do if my Data sync displays a "Failed" status?

Please contact our support team for assistance.

Is it possible to restore a deleted connector?

No, once you delete a connector, it's irreversible. However, you can always create a new connector to replace the one you deleted.

What should I do if I notice errors in the Health status of my connector?

It's crucial to address any errors promptly. If you're unable to resolve the connector errors yourself, our dedicated support team is here to help.

What happens with my audiences if my connector becomes defunct or is deleted?

Your audience will still function but won't receive new updates.

What will happen to my flows if my connector is removed or becomes defunct?

While the flows will remain intact, they will no longer be influenced by the connector or be able to execute actions via the connector. You would need to manually adjust the flows to use new connector instances.

How can I delete the connector?

1. Go to Manage Integrations

2. Search for Zoho CRM.

3. From the results, select the connector you want to delete and click Delete connector in the top right corner.