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Active the Zoho CRM integration

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Zoho CRM is a robust and secure business CRM software with a wide coverage of resources to facilitate the sales cycle processes. Bybrand has native integration with Zoho CRM to facilitate the creation and deployment of email signatures quickly for its users.

See the full video tutorial at the end.

In this step-by-step tutorial, we will see how to activate and use the integration. In the end, a quick example of how to update an email signature on a Zoho CRM user account.

Important information:

  • You cannot update the email signature on a disabled user;
  • Zoho CRM sets limits for API calls to your account, based on your plan;

Activating Zoho CRM integration

To keep your account and passwords secure, Zoho CRM uses the OAuth 2 protocol for authentication and authorization of third-party applications. We will go through all the steps in the administration area of Bybrand together.

Visit the Account menu, then click on the Integrations option. You will see the Zoho CRM integration; click Connect.

As you can see in the example below:

Enabling Zoho CRM integration

On the main integration page, you’ll see what you can do with active integration. Navigate to the Manage tab and click Connect Zoho CRM – the blue button.

Zoho CRM OAuth2 connection

After clicking the button, you will be redirected to the Zoho CRM authorization page, similar to the image below.

You can only complete this step if your Zoho account has administrator rules.

Authorizing the Bybrand app in Zoho CRM

Note: You will grant-access for Bybrand to read your organization’s data and full access for its users. This is necessary to update the email signature remotely.

Click in Accept to confirm the authorization.

If you receive a success message, authorization is complete. Congratulations!

Loading the users

Now it’s time to load your organization’s users into Bybrand.

Click the Load users button, like our example below:

Loading Zoho CRM users

A side menu will open so that you can choose the type of users you want to load.

Are they:

  • All users (Both active and inactive users.);
  • Confirmed only;
  • Active and confirmed only (Active users who are also confirmed.);
Choosing the type of users to load from Zoho CRM

To finish, click on the Load users button. This step is done in the background.

If everything is correct, the number of users will be updated.

See our example below:

User upload is complete for Zoho CRM

We have two users loaded from Zoho CRM.

Update the email signature

Now comes the most exciting part.

Supposedly, you must have already created an email signature for your salespeople. So, let’s update it on a Zoho CRM user account.

The advantage of native integration is that you have complete control over all users’ email signatures.

Visit the Signatures section, and click the Paste in email button in your signature email. When loading the page, see the active integration on the left side.

Choose the user from the list and click Update signature.

Example of how to update an email signature in Zoho CRM

In the Zoho CRM user account

Now, let’s see how the email signature is displayed in the user’s account on the Zoho CRM dashboard. Click on the Settings icon, then on the Personal Settings option.

In this part, you will be able to see the modern email signature for the user.

Zoho CRM dashboard with new HTML email signature

It’s done! Please contact our customer support if you have any questions or difficulties with Zoho CRM integration.

Video

See the complete video tutorial of all steps.

Updated on 22 de March de 2021

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