How to integrate Zoho CRM with ControlHippo?

Modified on Thu, 10 Oct at 2:06 AM

Zoho Integration Steps:

[Note: To prevent duplication, the default country code is integrated into the system, thereby ensuring that contacts entered into your CRM are uniquely identified and not replicated]

Watch the video for easy learning!

Step 1: Log in to ControlHippo.

Step 2: Scan the QR code and connect your WhatsApp account.

Step 3: You will be directed to the chat list page, where you can do all your chats.

Step 4: Click on the Integration page option from the side menu.

Step 5: The Integration page will be opened, now click on the Integrate button of Zoho.

Step 6: A pop-up box will appear, click on the connect button. It will direct you to the Zoho login page.

Step 7: Enter your Zoho account credentials and log in to your account.

Step 8: Click on the accept button to allow controlHippo access.

Step 9: You will be directed back to the ControlHippo integration page.

Step 10: A Dialog box will open, where users can select the option in which field they want to sync. the activity.By enabling the toggle of leads or contacts you can customize the integration. To check the flow of how we sync. the activity refers to the flow chat at the bottom.

Step 11: Now go to the chat list page and start the conversation with your contacts.

Step 12: Now open your Zoho account, you can see in your contacts a new contact is made.

Step 13: Click on that contact, you can see in the description a chat link being added from this

you can directly open the chat of that contact.

Step 14: You can also see the messages in the notes section of Contact and Lead in Zoho.

Zoho activity sync Flow Chart: