Connecting Zoho CRM account

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.

Add Zoho CRM connection

1. On the Edit Client’s Site panel, locate the “Integrations” tab
2. On the Integrations tab, select “Sales Analytics” tab
3. Click “Add Connection”
4. Click “Zoho CRM” button from the list
5. You will be redirected to Zoho login page
6. Enter account credentials and click Accept
7. You’ll be redirected to the Admin portal and see the connection there

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:

• Connection Status:
  • Unused: the account has not been selected as data source and no data has been pulled on the Sales Analytics
  • Active: the account has been selected and data has been synced
  • Error: the app has trouble connecting or syncing data from Zoho
• Account: the Zoho account email you connected to RL app
• Organization: the Zoho organization you connected to RL app
• Connected By: the user who originally connected the account
• Connected On: the date and time when the account was connected
• Last Synced: the most recent date and time the data was synced
• Last Synced By: the user who made the latest sync
• Client Campaign: the campaign created for the client