Connect to ZohoCRM on Web
How to connect iovox with ZohoCRM on desktop:
Here's how:
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If you do not yet have an iovox account, Create your iovox account on web by visiting www.iovox.com, tap ‘Login’ and then tap ‘No account? Sign up’
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Already have an account? Login to your iovox account on web by clicking “Login’ and enter your login details.
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Move your cursor to the side menu of the page until the details expand.
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In the Account section Tap ‘Integrations'
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Next to the Zoho CRM integration tap ‘Free Trial’
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On the next screen, Sign in to Zoho CRM using your Zoho CRM Login details.
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On the next screen, tap ‘Accept’ to allow iovox to access your Zoho account.
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In your iovox account, your Zoho Integration will now say ‘Trial’
If you have any issues, please contact help@iovox.com. You can now start sharing calls with ZohoCRM.
To connect via mobile, see connect to ZohoCRM on mobile.
To learn more about leads, contacts, and calls in Zoho, <a href=/help/how-are-leads%2C-contacts-and-calls-created-in-zoho%3F">click here.