Video: How to Integrate Zoho CRM

The integration between Zift123 and Zoho can be set up to distribute leads to partners, track partner lead management progress, provide partner pipeline reporting, support for deal registration, and partner account provisioning and maintenance.

Tasks include: Zoho Leads and Contacts, Zoho token set-up, Zift123 CRM settings, Zift123 Marketing Automation and Lead Distribution settings.

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