How to integrate Zoho CRM with ControlHippo?

    Watch the video for easy learning!

Step 1: Log in to the ControlHippo Dashboard.

Step 2 :  Go to the section section and navigate to the Integration button under account management.

Step 3: Click on the integrate button under Salesforce.

Step 4: A pop-up will appear. Click the Connect button, and you'll be taken to the Zoho login page.

Step 5: Enter your Zoho account credentials and log in to your account. 

Step 6 :Click the Accept button to give ControlHippo access.

Step 7: You’ll be taken back to the ControlHippo integration page.

Step 8: A dialog box will open where you can choose the field to sync the activity. You can customize the integration by turning on the toggle for leads or contacts. To see how the activity sync works, please refer to the flowchart at the bottom.

Step 9:  Navigate to the chat list page and initiate a conversation with your contacts.

Step 10 : Now, open your Zoho account and you’ll see a new contact has been added.

Step 11: Click on the contact and you’ll see a chat link in the description that lets you open the chat directly.

Step 12:  You can also see the messages in the notes section of Contact and Lead in Zoho.

Zoho activity sync Flow Chart:

Note : If you have any further questions or concerns, please feel free to reach out to us at support@controlhippo.com.