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1. Choose your CRM Integrating with your CRM is the first step in the onboarding flow. To connect your RevenueHero account to your Zoho CRM, choose Zoho from the popup and click on Connect.
2. Choose your region. In the next step, you will be asked to choose the region for Zoho. Please choose the region that is closest to your current location as your data will be stored there and click on Connect.
3. Authentication You will be redirected to an authentication page. Click on Accept to grant RevenueHero access to your CRM.
This is required for RevenueHero to read data from your CRM and update respective fields and contacts based on your workflows.
4. Successful Integration Congratulations! You have successfully integrated your Zoho CRM with RevenueHero.