Documentation Index

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Overview

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This article covers detailed steps on integrating your Zoho CRM with SaaSify for end-to-end management of ACE Co-sell Opportunities in Zoho.

Prerequisites

Before configuring your Zoho App credentials, you will need:

  • A new tenant for your organization in SaaSify. This can be done by reaching out to SaaSify team (psm-saasify@spektrasystems.com).

  • Publisher Admin rights on the new tenant and a Seller Account for the respective cloud provider in SaaSify. Kindly reach out to SaaSify team (psm-saasify@spektrasystems.com) in case of any queries.

  • Co-sell API capability configured under the Seller Account.

  • Admin privilege in your Zoho Account.

Next Step

  • Follow the steps on the next page to integrate Zoho with SaaSify.