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Description

Integrate Zoho CRM to automatically send and manage your users’ contact information who log in to your app/website using OTPLESS.

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Overview

The Zoho CRM connector allows you to seamlessly integrate Zoho’s powerful customer relationship management system with your application. This connector enables you to send user data to Zoho CRM, helping you manage and engage with your contacts efficiently.

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Benefits

  • Centralized Contact Management: Automatically create and update contacts in Zoho CRM.
  • Improved User Engagement: Leverage Zoho’s tools to engage with your users effectively.
  • Enhanced Data Insights: Access detailed insights and analytics on your user interactions.
  • Automation: Streamline your workflows by automating the process of adding users to your CRM.

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Prerequisites

  • A Zoho CRM account. If you do not have one, you can sign up at Zoho CRM Signup.
  • Access to the OTPLESS app for configuring the connector.

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Activation Steps

  1. Log in to OTPLESS:
    • Open the OTPLESS app and log in with your credentials.
  2. Navigate to Connectors:
    • In the dashboard, go to the Connectors section.
  3. Choose Zoho CRM Connector:
    • From the list of available connectors, select “Zoho CRM.”
  4. Activate Connector:
    • Click “Activate” to add the Zoho CRM connector to your list of active connectors.
  5. Link Zoho Account:
    • Click on the “Link Account” button.
    • Follow the prompts to log in to your Zoho account and authorize OTPLESS to access your Zoho CRM data.
    • After linking, you will be shown the email address of the Zoho account where the contacts will be created.

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Connector Configuration

  1. Access Zoho CRM Settings:
    • Log in to your Zoho CRM account if you haven’t done so during activation.
  2. Review in OTPLESS:
    • Go back to the OTPLESS app.
    • In the Zoho CRM connector settings, review the email address of the Zoho account where the contacts will be created, which is auto-filled after the connection is successful.

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Connector Testing

  1. Verify Contact Creation:
    • Log in to your app/website using OTPLESS to trigger the connector.
    • Check your Zoho CRM to verify that the contact has been created and the user data is correctly populated.
  2. Check Logs:
    • Monitor the logs in both OTPLESS and Zoho CRM for any errors or issues with the data synchronization.

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Troubleshooting

  • Account Linking Issues:
    • Ensure you have authorized OTPLESS to access your Zoho CRM account.
    • Re-link your account if necessary.
  • Contact Creation Problems:
    • Verify the configuration settings in OTPLESS.
    • Check if there are any restrictions or limits in your Zoho CRM account.
  • Configuration Errors:
    • Double-check all configuration settings in OTPLESS and Zoho CRM.
    • Refer to Zoho’s documentation for additional troubleshooting tips: Zoho CRM Documentation.
By following this documentation, you should be able to effectively integrate and manage your user contacts using the Zoho CRM connector within OTPLESS.
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