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Zoho CRM helps manage customer data. It supports sales management, delivers actionable insights, integrates with social media and facilitates team communication.
What can you do with Profit.co and Zoho CRM integrations?
You can update the number of leads, deals, deals amount and activities from Zoho CRM to Profit.co key result and track the progress.
Configure Zoho CRM for Profit.co
Here’s a walk-through of Integrating Zoho CRM with Profit.co
Navigate to Settings → Integrations → User level Connectors and enable Zoho CRM
Navigate to Preference → Integrations and select Zoho CRM to make a connection.
Sign in to Zoho CRM. Enter the Connection Name and Select Accept for integrating Zoho CRM with Profit.co
Once connected, select the key result for which you want to make the Zoho CRM connection.
Note: Profit.co supports Increase, Decrease and Control KPI for the Zoho CRM Integration
Edit the key result and Enable the Choose Connection toggle and select Zoho CRM.
Select the KPI type and custom view to pull the current value as shown below. Select Add to add the current value.
Once the connection is made, click on the check-in slider bubble to pull the value from Zoho CRM. Finally, click Check-in.
Note: Once the connection is established and the check-in is done, the progress sync will happen automatically every day at 9 AM local time.