Learn how to integrate Zoho CRM in Optinly.
In this article, you’ll be learning how to integrate Optinly with your ZohoCRM account. Follow the below-mentioned steps to connect ZohoCRM with Optinly seamlessly. Here are a few things we thought might be of help to you before you start.
When you’re in the middle of creating a popup campaign, probably when you are done setting display rules, head to the Integrations tab found on the left-hand side menu bar.
Click on “ZohoCRM” to initiate the integration process.
When you click Zoho CRM, you will be asked to enter the domain. Then, you’ll be redirected to a page where you will be prompted to choose a service and request for access. You can select ‘Accept’.
Now, you will be taken back to your Optinly dashboard -> Integrations.
It’s done. You have successfully integrated Optinly with your ZohoCRM account.