Adding a Connection to Zoho CRM

Adding a Connection to Zoho CRM

  1. Hover over a Connection to display available actions.
  2. Click +Add to CRM.
  3. 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.

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