Zoho CRM + AnswerForce integration

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 ‘Manage Account’. Then click ‘Advanced Settings’. Select ‘Zoho CRM’ from the integration options.

AnswerForce Zoho integration

Step 2

Click the blue ‘Integrate’ button.

AnswerForce Zoho integration step 2

Step 3

Next, you’ll see a trigger selection step. Select the most suitable option, then click ‘Continue’.

AnswerForce Zoho CRM integration step 3

 

Step 4

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.

AnswerForce Zoho CRM integration step 4

 

Step 5

Set up an action.

AnswerForce Zoho CRM integration step 5

Step 6

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’.

AnswerForce Zoho CRM integration step 6

Step 7

You can test the integration on the next page. To do so, simply click ‘Test’. This step is optional.

AnswerForce Zoho CRM integration step 7

Step 8

When the test is successful, you’ll see the screen below. To complete the process, click ‘Finish’.

AnswerForce Zoho CRM integration