How to sync SalesQL with Zoho
To sync your SalesQL account with Zoho, just follow these simple steps.
1. Install the app.
2. Select the projects you want to export, and click the ‘Activate’ button.
3. The previous step will redirect you to Zoho. If you already have an account, just log in. If you don't, you'll have to create one.
4. Once you’ve signed in, you’ll have to sync your Zoho account with SalesQL by clicking 'Accept.'
5. If you have performed the previous steps correctly, you'll now be redirected to the SalesQL page, where you'll see the status is ‘Active’:
6. Then choose the other filters and click ‘Save’:
7. Lastly, click on ‘Integrate My current Contacts.’ All the contacts that comply with the filters chosen above will be exported.
Error when syncing my SalesQL account with Zoho
If you see an error like this:
You’ll have to create a CRM Zoho account with the following link: https://crm.zoho.eu/crm/
Once you see this page, your CRM account is ready and you can keep performing the synchronization.
When you’ve finished and you’ve integrated your contacts with Zoho, you can find them as ‘Leads’ by clicking the following link.