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This article guides you through the process of connecting Zoho CRM to Upsolve, allowing you to seamlessly access your Zoho CRM data within the Upsolve platform. Follow these steps to connect Zoho CRM to Upsolve:
  1. Navigate to your project in Upsolve and open Project settings → Connections.
  2. Select your data source from the Connect data cards to begin.
  3. The Zoho CRM connection form opens with Zoho CRM preselected.
  4. Enter a name for your data source and select a domain.
  5. Click the “Signing in to Zoho CRM” button. This will open a modal to allow Upsolve access to your Zoho CRM account.
  1. In the modal, click the “Allow” button to grant Upsolve access to your Zoho CRM data.
Congratulations! You’ve successfully connected Zoho CRM to Upsolve. You can now access and manage your Zoho CRM data seamlessly within the Upsolve platform.