Zoho
Zoho
Zoho

Integrate your Zoho CRM

About the Integration:

Integrate Zipteams with your Zoho CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the Zoho CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.

Requirements

  1. Admin account on Zipteams for Zip Grow plan

  2. Admin account on Zoho CRM


Connecting Zoho CRM to Zipteams

Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.

Step 1: Go to Connect your CRM in Setup.

Step 2: click on Connect button below zoho image, a modal will pop up

Step 3: Go to https://api-console.zoho.in/ and login to zoho console to get id and secret key.

Step 4. Click on ADD CLIENT

Step 5: Select Server-based Applications

Step 6: FIll the credentials as shown below:
Client Name: Zipteams,
Homepage URL: https://app.zipteams.com/workspace?selected=crm_integrations_tab
Authorized Redirect URIs:

  1. https://app.zipteams.com

  2. https://app.zipteams.com/workspace?selected=crm_integrations_tab

  3. https://app.zipteams.com/zoho-callback

Step 7: Get the Client ID and Client Secret

Step 8: Fill the values in the modal accordingly

Step 9: Click on "Accept" button to give access to required information

Congratulations! You’ve successfully integrated your Zoho with Zipteams.

Get started using our sales acceleration features and for any feedback or issues, talk to us instantly at zipme.at/zipteams or write to us at hello@zipteams.com.