{"id":2396,"date":"2021-03-18T17:45:04","date_gmt":"2021-03-18T20:45:04","guid":{"rendered":"https:\/\/www.bybrand.io\/docs\/?post_type=ht_kb&#038;p=2396"},"modified":"2025-02-24T16:20:17","modified_gmt":"2025-02-24T19:20:17","slug":"zohocrm-integration","status":"publish","type":"ht_kb","link":"https:\/\/www.bybrand.io\/docs\/article\/zohocrm-integration\/","title":{"rendered":"Active the Zoho CRM integration"},"content":{"rendered":"\n<p>Zoho CRM is a secure business CRM platform for managing sales processes. Bybrand offers <a href=\"https:\/\/www.bybrand.io\/integrations\/zohocrm\">native integration with Zoho CRM<\/a> for quick email signature deployment.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-background\" style=\"background-color:#8ed1fc\"><strong>Important information:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You cannot update the email signature on a disabled user;<\/li>\n\n\n\n<li>Zoho CRM sets <a href=\"https:\/\/www.zoho.com\/crm\/developer\/docs\/api\/v2\/api-limits.html\" target=\"_blank\" rel=\"noreferrer noopener\">limits for API calls<\/a> to your account, based on your plan;<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>Video tutorial<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Bybrand in Zoho CRM for Remote Email Signature Management\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/8YCh356kQ3Q?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Activating Zoho CRM integration<\/h2>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>Visit the <strong>Integrations<\/strong> menu. You will see the Zoho CRM integration, as demonstrated by the example below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"423\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-1024x423.png\" alt=\"Enabling Zoho CRM integration\" class=\"wp-image-6276\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-1024x423.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-300x124.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-768x317.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-50x21.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-60x25.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration-100x41.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRMIntegration.png 1177w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>On the main integration page, you&#8217;ll see what you can do with active integration. Navigate to the <strong>Manage<\/strong> tab and click Connect Zoho CRM &#8211; the blue button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"705\" height=\"379\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2.png\" alt=\"Zoho CRM OAuth2 connection\" class=\"wp-image-2381\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2.png 705w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2-300x161.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2-50x27.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2-60x32.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step2-100x54.png 100w\" sizes=\"auto, (max-width: 705px) 100vw, 705px\" \/><\/figure>\n\n\n\n<p>After clicking the button, you will be redirected to the Zoho CRM authorization page, similar to the image below.<\/p>\n\n\n\n<p>You can only complete this step if your Zoho account has administrator rules.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"882\" height=\"527\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm.png\" alt=\"Authorizing the Bybrand app in Zoho CRM\" class=\"wp-image-2382\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm.png 882w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm-300x179.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm-768x459.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm-50x30.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm-60x36.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/accounts.zohocrm-100x60.png 100w\" sizes=\"auto, (max-width: 882px) 100vw, 882px\" \/><\/figure>\n\n\n\n<p><em><strong>Note:<\/strong> You will grant-access for Bybrand to read your organization&#8217;s data and full access for its users. This is necessary to update the email signature remotely.<\/em><\/p>\n\n\n\n<p>Click in <strong>Accept<\/strong> to confirm the authorization.<\/p>\n\n\n\n<p>If you receive a success message, authorization is complete. Congratulations!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Loading the users<\/h2>\n\n\n\n<p>Now it&#8217;s time to load your organization&#8217;s users into Bybrand.<\/p>\n\n\n\n<p>Click the <strong>Load users<\/strong> button, like our example below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"953\" height=\"428\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3.png\" alt=\"Loading Zoho CRM users\" class=\"wp-image-2383\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3.png 953w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3-300x135.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3-768x345.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3-50x22.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3-60x27.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step3-100x45.png 100w\" sizes=\"auto, (max-width: 953px) 100vw, 953px\" \/><\/figure>\n\n\n\n<p>A side menu will open so that you can choose the types of users you want to load.<\/p>\n\n\n\n<p><strong>Are they:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>All users (Both active and inactive users.);<\/li>\n\n\n\n<li>Confirmed only;<\/li>\n\n\n\n<li>Active and confirmed only (Active users who are also confirmed.);<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"619\" height=\"462\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4.png\" alt=\"Choosing the type of users to load from Zoho CRM\" class=\"wp-image-2384\" style=\"width:464px;height:347px\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4.png 619w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4-300x224.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4-50x37.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4-60x45.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step4-100x75.png 100w\" sizes=\"auto, (max-width: 619px) 100vw, 619px\" \/><\/figure>\n\n\n\n<p>To finish, click on the <strong>Load users<\/strong> button. This step is done in the background.<\/p>\n\n\n\n<p>If everything is correct, the number of users will be updated.<\/p>\n\n\n\n<p>See our example below:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"754\" height=\"263\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5.png\" alt=\"User upload is complete for Zoho CRM\" class=\"wp-image-2385\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5.png 754w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5-300x105.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5-50x17.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5-60x21.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/zohocrm-step5-100x35.png 100w\" sizes=\"auto, (max-width: 754px) 100vw, 754px\" \/><\/figure>\n\n\n\n<p>We have two users loaded from Zoho CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Deploy the email signature<\/h2>\n\n\n\n<p>Now comes the most exciting part.<\/p>\n\n\n\n<p>Supposedly, you must have already created an email signature for your salespeople. So, let&#8217;s update it on a Zoho CRM user account.<\/p>\n\n\n\n<p>The advantage of native integration is that you have complete control over all users&#8217; email signatures.<\/p>\n\n\n\n<p>Visit the <strong>Signatures<\/strong> section, and click the <strong>Paste in email<\/strong> button in your signature email. When loading the page, see the active integration on the left side.<\/p>\n\n\n\n<p>Choose the user from the list and click <strong>Update signature<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"990\" height=\"580\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2021\/03\/ZohoCRM-integration-update.gif\" alt=\"Example of how to update an email signature in Zoho CRM\" class=\"wp-image-2386\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">In the Zoho CRM user account<\/h3>\n\n\n\n<p>Now, let&#8217;s see how the email signature is displayed in the user&#8217;s account on the Zoho CRM dashboard. Click on the <strong>Settings<\/strong> icon, then on the <strong>Channels &#8211; Email<\/strong> option.<\/p>\n\n\n\n<p>In this part, you will be able to see the modern email signature for the user.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"670\" src=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-1024x670.png\" alt=\"Zoho CRM dashboard with new HTML email signature\" class=\"wp-image-4735\" srcset=\"https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-1024x670.png 1024w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-300x196.png 300w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-768x503.png 768w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-50x33.png 50w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-60x39.png 60w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2-100x65.png 100w, https:\/\/www.bybrand.io\/docs\/wp-content\/uploads\/2023\/08\/crm.zoho_signature2.png 1283w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>It&#8217;s done! Please contact our customer support if you have any questions or difficulties with Zoho CRM integration.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to activate and use the Zoho CRM integration. In the end, a quick example of how to update an email signature on a user.<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[67],"ht-kb-tag":[],"class_list":["post-2396","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-zohocrm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Active the Zoho CRM integration - Bybrand<\/title>\n<meta name=\"description\" content=\"How to activate and use the Zoho CRM integration. 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