Connecting with Zoho CRM
Connecting Zoho CRM with Chatinbox requires an admin account in Zoho CRM/
To connect Zoho CRM, follow these steps;
- 1.Login to Chatinbox with admin user
- 2.Go to Settings > Integrations page.
Whatsapp Zoho CRM Integration
3. Click on INTEGRATE on Zoho Box.
4. Click on URL link to open integration page.
5. Enter your verification code and click Verify & Accept.
You will see a success message. This means everything is OK.
6. Go back to Integration page and click on OPEN INTEGRATION button.
Great! You succesfuly integrated Zoho CRM.
Now you can map your users.
Last modified 2yr ago