Zoho CRM

Learn how to integrate Zoho CRM in Optinly.

How to Integrate Optinly With Your Zoho CRM Account?

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.