If you are using Zoho CRM, we will show you how to connect your Zoho account and start importing directly from Selling.com.
Let's get started! π
Navigate to the Account Settings icon and hit 'Settings':
Open the Integrations tab to see products available for connecting. The icons that are not yet connected CRMs will be grey:
Click on the Zoho icon to start the Integration. Unless you are currently logged in, you will be prompted to enter your credentials.
If necessary, verify your identity. Hit the "Log in" button to proceed with the Authorization.
You will be asked if you wish to grant access to your Zoho data. Hit Allow to finalize the Integration.
Upon successful Integration, you will see a success message, and the Zoho logo will turn blue.
That's it! Now, if you wish to import your search results to Zoho, you can simply hit the "Export" button and select Zoho from the drop-down.
Reach out to your CSM if you have any questions via email or through the in app chat service.