Zoho CRM integration

This document details how to complete a Zoho integration with the Mindmatrix.  

1. To integrate Zoho CRM with your AMP account, select “CRM and Add-ons” from the Set-up tab within Mindmatrix AMP. 

2. Click on "Configure"

3. Enter the Username and Password of your ZohoCRM account and click on “Next” 

4. Map Lead, Contact, Opportunity and Organization level fields between Mindmatrix and ZohoCRM. When done, click on ‘Next’

5. Select the time zone that matches your ZOHOCRM account timezone. Then proceed to adjust the settings by visiting the specific folders on the left hand side, when complete click "finish" on the top right. 

AMP has now been integrated with your ZohoCRM account.  

How to push contacts from AMP to ZohoCRM

Contacts from Mindmatrix AMP can be pushed to ZohoCRM manually or automatically, based on their interest level.

1. To push a contact manually to ZohoCRM, select ‘Contacts’ from Connections tab

2. Select a contact

3. Click on "Push to CRM".

4. The contact would be pushed to ZohoCRM based on the selected time interval. You will find the contact under the ‘Leads’ section of Zoho CRM

Based on the interest level, your AMP contacts can also be auto-synched with ZohoCRM.

1. Select the interest level based on which contacts you want to be synced with Zoho CRM. For example: Selecting Medium would only push the contacts with interest status set as medium. When done, click on "Apply CRM settings".

How to sync contacts from Zoho CRM with AMP?

Contacts from Zoho CRM get auto-synched/ auto-updated with AMP based on the selected time interval.

Note: Only Contacts can be pushed from Zoho CRM to AMP automatically. Leads from Zoho CRM do not get synched with AMP automatically.