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Croo Portal - Zoho CRM Integration

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Matthew DiGiandomenico
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To integrate Croo with your Zoho CRM:

  • Click the Settings button  on the bottom-left corner of the screen;
  • Ensure that you are currently logged into your Zoho CRM account;
  • Click Zoho CRM in the Integrations section of your Croo Portal;
  • Zoho will prompt you to give Croo permission to access your Zoho CRM data. Please click Accept;
  • A new window will appear within your Croo Portal. To the left will be the extensions currently configured in your phone system. To the right of each extension will be a drop-down menu containing each account currently configured in your Zoho CRM. Select the appropriate account in the drop-down menu to link to a Croo extension.

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