How to Integrate Zoho CRM with Daton
This subtopic provides step-by-step instructions to create Zoho CRM integrations in Daton, detailing the prerequisites, the integration process, and important notes.
How to Integrate Zoho CRM with Daton
This subtopic provides step-by-step instructions to create Zoho CRM integrations in Daton, detailing the prerequisites, the integration process, and important notes.
Integrate ZohoCRM with Daton
2.Select ZohoCRM from Integrations page
3.Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later
4.Provide Zoho Account Email and Password to authorize Daton to periodically extract data from ZohoCRM
5.Post successful authentication, you will be prompted to choose from the list of available tables
6.Then select all required fields for each table
7.Submit the integration
Workflow
2.Users would be able to edit/pause/re-activate/delete integration anytime
3.Users can view job status and process logs from the integration details page by clicking on the integration name from the active list
