Zoho Integration - How to integrate Zoho with Zluri, How to use it & how to disconnect it?

Installation:

To integrate Zoho with Zluri, you must visit the integrations page in your Zluri workspace & click on any Zoho Apps to which you want to connect.


Below is the list of Zoho Apps which are supported by Zluri.

  1. Zoho CRM

  2. Zoho Desk

  3. Zoho Sales IQ

  4. Zoho Projects

  5. Zoho Mail

  6. Zoho Inventory


NOTE: Below screenshots are for the Zoho Projects; the Steps to integrate all the other Zoho Apps are the same.


Integration with Zoho requires authorization from the Zoho administrator. If you have the Zoho Admin credentials, you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.


If you are inviting your co-worker to complete the authorization, You will need to fill in his name, email & a note (optional), and we will send an invite to him.



Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

Usage:

Once you authorise Zoho, you can see an overview of how the Zoho application is used across your organization.

You will also be able to see which users use Zoho & their details such as last used date, usage & spend allocated to them.


Uninstallation:

To uninstall the app, hover on the Zoho App in the integrations tab & Click 'More Info'. It will open a page like the one below. You can click 'Disconnect' to disconnect the Application from your Zluri account.


If you are facing any trouble or need further assistance, please write to support@zluri.com.

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Zoho Integration - How to integrate Zoho with Zluri, How to use it & how to disconnect it?

Modified on Thu, 29 Dec 2022 at 12:01 PM

Installation:

To integrate Zoho with Zluri, you must visit the integrations page in your Zluri workspace & click on any Zoho Apps to which you want to connect.


Below is the list of Zoho Apps which are supported by Zluri.

  1. Zoho CRM

  2. Zoho Desk

  3. Zoho Sales IQ

  4. Zoho Projects

  5. Zoho Mail

  6. Zoho Inventory


NOTE: Below screenshots are for the Zoho Projects; the Steps to integrate all the other Zoho Apps are the same.


Integration with Zoho requires authorization from the Zoho administrator. If you have the Zoho Admin credentials, you can authorize yourself. Or you can send an invite to your co-worker to complete the authorization.


If you are inviting your co-worker to complete the authorization, You will need to fill in his name, email & a note (optional), and we will send an invite to him.



Your co-worker will get an email with a link to complete the authorization. And will see a screen as shown below after he completes the step.

Usage:

Once you authorise Zoho, you can see an overview of how the Zoho application is used across your organization.

You will also be able to see which users use Zoho & their details such as last used date, usage & spend allocated to them.


Uninstallation:

To uninstall the app, hover on the Zoho App in the integrations tab & Click 'More Info'. It will open a page like the one below. You can click 'Disconnect' to disconnect the Application from your Zluri account.


If you are facing any trouble or need further assistance, please write to support@zluri.com.

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