Zoho CRM Integration

Zoho CRM is a cloud-based customer relationship management (CRM) system that helps you manage your customers' information. It includes features like lead generation, contact management, and customer service, all in one place.

Follow this instruction to integrate Linckr with Zoho CRM and power up your lead-gen process.

How to set up Linckr with Zoho CRM

Install the app

Go to the chrome store and install Linckr Chrome Extension.

Sign In

On the Linckr sign-in page click on the button "SIGN IN WITH ZOHO CRM".

Click the "Accept" button.

Zoho CRM oAuth modal

Set-up Linckr for first use

Before start, you need to teach Linckr where are you store LinkedIn profile URLs (example: https://www.linkedin.com/in/williamhgates/).

For the first time, you can do it in the "Welcome" modal. Tune only cards that you are going to use, for example, Lead card.

Linckr Welcome modal

You can change this choice any time later. Just go to the card you want to adjust, find the right field and click on the "Select" button.

Linckr Zoho CRM Lead card

Set-up mappings to Zoho CRM fields

Linckr allows you to control what LinkedIn values will be saved to the Zoho CRM.

Add new mapping

Find in the list Zoho field you want to map and click on the "Add Mapping" button, then choose what LinkedIn value you want to use.

linckr set up mappings

Set default value

For some fields, you can set default values. It's very useful for example for a list.

Linckr default value

Possible issues

If something goes wrong

If something goes wrong, first of all, check that your user has enough permissions. Go to "CRM Settings" -> "Security Control".

Zoho CRM Security Control page

Select a profile that is related to your user.

Zoho CRM Profile update

Check that you have full access to the next modules: Leads, Contacts, Accounts.

Zoho CRM module permission

Check that option "Zoho CRM API Access" enabled.

Zoho CRM module permission

Questions?

For any questions, issues or, concerns, you may contact us using the following details:

Linckr team
contact@linckr.in