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?
Log into the AnswerForce app. Select ‘Manage Account’. Then click ‘Advanced Settings’. Select ‘Zoho CRM’ from the integration options.
Click the blue ‘Integrate’ button.
Next, you’ll see a trigger selection step. Select the most suitable option, then click ‘Continue’.
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.
Set up an action.
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’.
You can test the integration on the next page. To do so, simply click ‘Test’. This step is optional.
When the test is successful, you’ll see the screen below. To complete the process, click ‘Finish’.