ZohoCRM Integration Guide

Introduction

LeadDyno offers a single-click integration with ZohoCRM, allowing instant lead creation in ZohoCRM whenever LeadDyno captures a lead or signs up a new affiliate.

Connecting To ZohoCRM

First visit the CRM Services Tab of the Apps section:

Or click Here if you already have a LeadDyno account.

Find the ZohoCRM app, and click Add.

ZohoCRM Setup

You will be redirected to ZohoCRM, possibly being asked to login if you are not already logged in.

You will then be asked to grant permission to the LeadDyno app. Click Accept.

ZohoCRM Authorization

After a brief pause, you will be redirected back to LeadDyno, which should show you as connected:

ZohoCRM Connected

Lead/Affiliate Uploading

By default, LeadDyno will upload new leads to your ZohoCRM account as a new lead. You can also choose to have new affiliates uploaded as a new contact record. Click the Edit button on the ZohoCRM app.

Check the boxes for which types of records to upload and click Save.

ZohoCRM Settings

That’s all there is to it!

Conclusion

At this point LeadDyno will upload new leads and/or affiliates to your ZohoCRM account automatically!