Zoho CRM Integration
You can setup a Zoho Integration and send your Leads directly to Zoho CRM. This is a step-by-step guide to set up IntelliTicks with your Zoho CRM
Here are the steps to Integrate your IntelliTicks account with your Zoho CRM account
- Log in to your IntelliTicks Admin Panel
- Go to Settings from the panel on the left side
- Click on CRM under the Integration tab.
- Click on Connect button the Zoho CRM card
- You will be redirected to an authorization page for your Zoho account
- Log into the Zoho account which you want to connect with IntelliTicks
- Your Leads will start going directly to your Zoho CRM.
If face any issue with the above or wish to map additional fields(other than name, email, phone) captured in the chatbot into the CRM, please contact us at [email protected]