Connect Zoho CRM

Connecting to Zoho CRM account will enable RocketLevel to get data regarding the performance of our SDR team for a particular client.

You can add up to 3 Zoho CRM accounts in one dashboard

Connect from Admin portal

  1. On the Client's Site tab, navigate to the client you want to add the connection and select Action > Edit This Site

  2. Click the Integrations tab

  3. Click Connect Account under the Sales Analytics Dashboard section

  4. You will be redirected to Zoho login page

  5. Enter account credentials and click Accept

  6. You'll be redirected to the Admin portal and see the connection there

Connect from Client portal

  1. On the Sales Analytics dashboard, click Add Data on any card

  2. You will be redirected to Zoho login page

  3. Enter account credentials and click Accept

  4. Click Add Data again to open the Edit Card panel

  5. Select the connected account on the Account dropdown field

  6. Select the organization on the Organization dropdown field

  7. Select assigned users on the Assigned Users field

  8. Click Save Changes to finish

Refresh RocketLevel Dashboard to see new data. If you haven’t seen the data, wait for a few minutes then refresh the page again.

Account Connection Summary

After a Zoho CRM account has been successfully connected, you will see a data summary on the connection accordion. This summary will help you keep informed of the latest updates.

The summary includes:

  1. Account: the Zoho account email you connected to RL app

  2. Organization: the Zoho organization you connected to RL app

  3. Connection Status:

    1. Unused: the account has not been selected as data source and no data has been pulled on the Sales Analytics

    2. Active: the account has been selected and data has been synced

    3. Error: the app has trouble connecting or syncing data from Zoho

  4. Connected By: the user who originally connected the account

  5. Connected On: the date and time when the account was connected

  6. Last Synced: the most recent date and time the data was synced

  7. Last Synced By: the user who made the latest sync

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