How to set up the integration between Zoho CRM and DecisionVault?
Setting up and using the Zoho CRM integration involves the following steps:
- Authenticate Zoho CRM with DecisionVault
- Link the DecisionVault matter with the Zoho CRM Deal
- Run the sync
1. Authenticate Zoho CRM with DecisionVault
To authenticate Zoho CRM with DecisionVault go to the integrations page - and look for the 'Authenticate with Zoho CRM' button. Follow the prompts to login to Zoho CRM and to give DecisionVault access.
Note: this only stores an 'access token' in DecisionVault to access Zoho CRM on your behalf. We don't have access to your login details, and you can always remove DecisionVault's access to Zoho CRM by removing the token from the integrations page.
2. Link the DecisionVault matter with the Zoho CRM Deal
After you authenticate with Zoho CRM, it shows up as a system to sync with on the matter detail screen from the "Integrations" menu:
When you choose this you can search in your Zoho CRM deals:
Then when you pick the deal you can map who the client is:
3. Run the sync
This video shows these last steps in one example: