{"id":1529,"date":"2021-04-30T14:26:35","date_gmt":"2021-04-30T14:26:35","guid":{"rendered":"https:\/\/www.answerforce.com\/support\/?p=1529"},"modified":"2021-07-14T16:08:58","modified_gmt":"2021-07-14T16:08:58","slug":"answerforce-zohocrm-integration","status":"publish","type":"post","link":"https:\/\/www.answerforce.com\/support\/zoho-crm-integration","title":{"rendered":"Zoho CRM + AnswerForce integration"},"content":{"rendered":"

Respond to leads faster with the AnswerForce and Zoho CRM integration. Automate call and chat data, handled by a friendly receptionist, directly into your CRM system.<\/span><\/p>\n

How does AnswerForce integrate with Zoho CRM?<\/h3>\n

Step 1<\/span><\/h5>\n

Log into the AnswerForce app. Select \u2018Manage Account\u2019. Then click \u2018Advanced Settings\u2019. Select ‘Zoho CRM’ from the integration options.<\/span><\/p>\n

\"AnswerForce<\/p>\n

Step 2<\/h5>\n

Click the blue \u2018Integrate\u2019 button.<\/span><\/p>\n

\"AnswerForce<\/p>\n

Step 3<\/h5>\n

Next, you\u2019ll see a trigger selection step. Select the most suitable option, then click ‘Continue’.<\/span><\/p>\n

\"AnswerForce<\/p>\n

 <\/p>\n

Step 4<\/h5>\n

Click on ‘+connect’ to connect your Zoho CRM account. A pop-up will appear. Enter your Zoho CRM username and password. Then click ‘Grant Access’ for AnswerForce.<\/span><\/p>\n

\"AnswerForce<\/p>\n

 <\/p>\n

Step 5<\/h5>\n

Set up an action. <\/span><\/p>\n

\"AnswerForce<\/p>\n

Step 6<\/h5>\n

Select the target list in Zoho CRM where contacts will be exported. Map the AnswerForce fields to the corresponding Zoho CRM attributes, then click ‘Continue’.<\/span><\/p>\n

\"AnswerForce<\/p>\n

Step 7<\/h5>\n

You can test the integration on the next page. To do so, simply click \u2018Test\u2019. This step is optional.<\/span><\/p>\n

\"AnswerForce<\/p>\n

Step 8<\/span><\/h5>\n

When the test is successful, you\u2019ll see the screen below. To complete the process, click \u2018Finish\u2019.<\/span><\/p>\n

\"AnswerForce<\/p>\n","protected":false},"excerpt":{"rendered":"

Respond to leads faster with the AnswerForce and Zoho CRM integration. Automate call and chat data, handled by a friendly receptionist, directly into your CRM system. How does AnswerForce integrate with Zoho CRM? Step 1 Log into the AnswerForce app. Select \u2018Manage Account\u2019. Then click \u2018Advanced Settings\u2019. Select ‘Zoho CRM’ from the integration options. Step […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[17],"tags":[],"_links":{"self":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1529"}],"collection":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/comments?post=1529"}],"version-history":[{"count":13,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1529\/revisions"}],"predecessor-version":[{"id":1637,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/posts\/1529\/revisions\/1637"}],"wp:attachment":[{"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/media?parent=1529"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/categories?post=1529"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.answerforce.com\/support\/wp-json\/wp\/v2\/tags?post=1529"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}