Adding a Connection to Zoho CRM
If you'd like to add a Connection to Zoho CRM (Link to Zoho CRM Integration):
- Hover over a Connection to display available actions.
- Click +Add to CRM.
- Choose either Associate to Existing or Add New.
- Select a Connection's social media profile to associate it with an existing profile in Zoho CRM.
- Or choose Add New to create a new contact or lead.