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Contegro® ZOHO CRM

The ZOHO CRM module takes Form Builder form data and creates a Lead or Contact in ZOHO CRM (www.zoho.com/crm/).

 

This section explains the following tasks relating to the initial setup of the ZOHO CRM module:

 

Activate the ZOHO CRM moduleActivate the ZOHO CRM module

 

Configure ZOHO CRM Global SettingsConfigure ZOHO CRM Global Settings

 

Manage ZOHO Contacts / Leads module settingsManage ZOHO Contacts / Leads module settings

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