⚡Connect Zoho CRM

Connect on the dashboard

1. On the Sales Analytics dashboard, click Add Data on any card

2. You will be redirected to Zoho login page

3. Enter account credentials and click Accept

4. Click Add Data again to open the Edit Card panel

5. Select the connected account on the Account dropdown field

6. Select the organization on the Organization dropdown field

7. Select assigned users on the Assigned Users field

8. Click Save Changes to finish

Connect on General Settings page

1. Navigate to your profile picture and select General Settings from the dropdown menu

   
2. On the General Settings page, click Advanced on the left-side menu

3. Click Connect Account under the Sales Analytics section

4. You'll be redirected to a new login screen

5. Enter your Zoho credentials and accept the permissions

6. You'll be redirected to the General Settings when the authorisation is completed.

You can add up to 3 Zoho CRM connections in one dashboard

Account Connection Summary

After a Zoho CRM account has been successfully connected, you will see a data summary on the connection accordion. This summary will help you keep informed of the latest updates.

The summary includes:

1. Account: the Zoho account email you connected to RL app

2. Organization: the Zoho organization you connected to RL app

3. Connection Status:

   1. Unused: the account has not been selected as data source and no data has been pulled on the Sales Analytics

   2. Active: the account has been selected and data has been synced

   3. Error: the app has trouble connecting or syncing data from Zoho

4. Connected By: the user who originally connected the account

5. Connected On: the date and time when the account was connected

6. Last Synced: the most recent date and time the data was synced

7. Last Synced By: the user who made the latest sync