bookmark_borderSetting up the Zoho CRM Add-On

Before you can start using the Zoho CRM add-on, you will first need to perform the initial setup steps. In this article, we will show you how to easily configure the Zoho add-on with just a few steps.

  1. First, log into your WordPress admin dashboard if you have not done so already.
  2. zoho-setup-1Next, hover over Forms and click on Settings on the left side navigation menu.
  3. zoho-setup-2From within this main settings page, click on the Zoho tab.
  4. zoho-setup-3Once on this page, you will see fields asking for your email and password for Zoho. Simply enter both of these here.

Once complete, be sure to save your settings. You’re now ready to begin creating a feed for the Zoho CRM add-on.