In this Article
This article describes the steps that are required to establish a connection between Zoho CRM and SaaSify platform.
Prerequisites
PSM will provide the environment-specific SaaSify URL. Please use that URL to proceed with the Zoho integration.
Configuring Zoho App in SaaSify
Please follow the below steps to update the details in SaaSify:
Login to SaaSify using the Publisher Admin credentials
Navigate to Settings --> Integrations
Select Zoho from the left-hand panel
Enable Allow Write-Back checkbox
Click on Save. You should see a confirmation message: “Configuration saved successfully”
Click on Validate
You will be redirected to the Zoho Installation Page
Choose the appropriate organization and then click Submit
You will be redirected to the confirmation page and enable checked box for “I allow SaaSify to access the above data from my Zoho account”, then click on Accept.
You will be redirected to the SaaSify web portal, where you can then click Save to complete the process.