Here’s how to connect your Zoho CRM account to Grow.
If you have two-factor authentication with Zoho CRM, check out this article.
First, log in to your Grow account and select Add Metric. Next, select Zoho CRM from the list of data sources. You will need to authenticate your account before you can pull data in.
To authenticate your account, Zoho CRM requires your auth token.
Make sure that you have permission to access the API service. (If you don't have permission, talk with your administrator.)
To generate your auth token, first log in to Zoho CRM. You can generate an auth token by going to this link. (You must be logged in first.)
This will pull up a window where you can see the new auth token you've created. Be sure to record your auth token somewhere.
In order to access your active auth tokens, go to your Settings and click on Active Authtokens. You'll be shown a list of the tokens, along with the IP address they were created at and the last time it was accessed.
Now that you have the auth token, go ahead and paste it into Grow, then press Submit.
And that's it! You're set to build metrics.
Note: These instructions were taken from Zoho CRM's API documentation.
Questions about using Zoho CRM? Email us at firstname.lastname@example.org or chat in on the site.