Learn more about how to set up our Zoho CRM integration.
In order to get started using your own credentials for our Zoho CRM integration, you will need to first register your Zoho CRM application. After that, you will need to enter your Client ID and Client Secret on the RootFi dashboard.These steps are elaborated upon in detail below.
After you click ‘Create’ and the page refreshes, you should select the ‘Client Secret’ tab. Here you will find the secure keys that you need to enter on RootFi’s dashboard in order to activate the Integration.
Finally, you select the ‘Settings tab’, enable the regions where you have customers, and check the box which says ‘Use the same OAuth credentials for all data centres.’