ZoHo CRM

Integration

Connect your ZoHo CRM account and share contact and company data

What does the ZoHo integration do?

The ZoHo integration connects your XAI instance to your ZoHo CRM account to automatically share and update data between accounts and centralize your ZoHo data in your XAI instance.

How do I setup the ZoHo integration?

Contact our Customer Success Representative to open your advanced settings panel, where you can add your ZoHo account using your ZoHo Client ID, Secret Key, and Region. You'll also need to add a webhook on the ZoHo side which is specified in XAI, and follows the structure https://your-account.xperx.ai/plugins/integrations/authcallback/Zoho. You'll be able to specify which fields you want automatically updated.

Support for the ZoHo integration

The Xperx team will happily assist you with connecting to your ZoHo account. However, any configurations required on the ZoHo side will be your responsibility.