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This article describes how to set up your Zoho CRM integrations and Integration settings.

Setting up the Zoho CRM Integration

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Getting started with SourceWhale

Getting Started

Outreach - Module Training

Live and On-Demand Training 

Profile & Settings

Login FAQ

Login Issues

Admin Panel

Customising Rejection and Withdrawal Reasons

Admin - Settings

CRM/ATS Integration Disconnection Warning

How to push a test contact

Integrations

Manually pushing contact information into your CRM/ATS

CRM / ATS

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Zoho Recruit

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Recruitee

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Dynamics

Firefish

Avionté

RecruitmentBoost

Streak

SuccessFactors

Thrive

Top Echelon

Zapier

ShadowOne (Previously Hire Genius)

TargetRecruit

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Setting up the PDL integration

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