Integrating Zoho is a straightforward process. To get started, follow these steps:
- Install the Eazybe Chrome extension.
- Make sure you are active on the Eazybe Teams plan.
Once these steps are complete, you can begin integrating Zoho into your workflow.
Steps to Connect to Zoho
- Open your web browser and visit
crm.zoho.comto create an account at Zoho CRM.
- Click on the Integrations button in the sidebar as shown below.
- Within the integration section, you should find an option labeled "Connect to Zoho." Click on it. This action will redirect you to the Eazybe workspace.
- In the Eazybe workspace, locate the option to "Connect to Zoho" and click on it.
- You will be redirected to the Zoho login form where you will be prompted to provide your Zoho CRM account credentials (username and password) in the login form. After accepting the request, Zoho will redirect you back to the Eazybe workspace.
- In the Eazybe workspace, you should see a notification or confirmation message indicating that the connection to Zoho CRM has been established.
- Now, navigate to the extension. In the sidebar, you should now see the Zoho icon displayed.
- You’re done! Now you can create Zoho Leads, Deals, Contacts and much more!
Steps to Disconnect Zoho
- Click on the "Organization" button as shown below. This will take you to the workspace.
- Open the Integrations section in the sidebar as shown.
- Open the Zoho Configuration page as shown below.
- Click on the Unlink button and provide a confirmation to unlink.
