In this guide, let us learn how to integrate Zoho with the EazyBe extension.
Ensure that you have the latest version of our WhatsApp extension installed and running on your device.
When you login into your WhatsApp web account you will see the Integrations button on the right-side bar.
Click on the Button and you will see a popup.
Click on the Connect button under the Zoho section.
Choose your account.
Congratulations, you have successfully integrated Zoho with EazyBe.
Frequently Asked Questions (FAQs) for Zoho Integration with Eazybe:
What plan do I need on Eazybe for Zoho integration?
You need to be on the Eazybe Teams plan to integrate Zoho into your workflow.
Can I connect multiple Zoho CRM accounts with Eazybe?
The integration process is done on a per-account basis. If you have multiple Zoho CRM accounts, you need to repeat the integration steps for each account.
What information do I need to provide during the Zoho connection process?
During the connection process, you will be prompted to provide your Zoho CRM account credentials (username and password) on the Zoho login form.
How can I access Zoho features within Eazybe after integration?
After successful integration, you can access Zoho features by navigating to the extension in the sidebar, where you should see the Zoho icon displayed.