Zoho CRM integration
·
Updated Nov 16, 2023
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Timelines
1 ·
Connect Zoho CRM
2 ·
Select destination
3 ·
Destination options
Timelines
4 ·
Select field: phone number
5 ·
Select field: other
6 ·
Activate
Zoho
7 ·
Zoho: open module
8 ·
Zoho overview
9 ·
Zoho overview
10 ·
Zoho overview
11 ·
Zoho: view chat link
12 ·
Zoho: view WhatsApp messages
13 ·
Zoho: view WhatsApp messages
14 ·
Step
My Guideflow
1/14
1 ·
Connect Zoho CRM
Close menu
Timelines
1 ·
Connect Zoho CRM
2 ·
Select destination
3 ·
Destination options
Timelines
4 ·
Select field: phone number
5 ·
Select field: other
6 ·
Activate
Zoho
7 ·
Zoho: open module
8 ·
Zoho overview
9 ·
Zoho overview
10 ·
Zoho overview
11 ·
Zoho: view chat link
12 ·
Zoho: view WhatsApp messages
13 ·
Zoho: view WhatsApp messages
14 ·
Step
Try Guideflow
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