As Zoho CRM forces assignment of a lead to a specific sales person in Zoho CRM, you will require at least one sales person in Zoho CRM to have an account in FunnelFLARE.

In FunnelFLARE

Step 1: 

Browse to Administration-Account Settings. Click on the 'Integrations' tab.. 

 

 

Step 2:

 

Click the 'authenticate' icon to use Oath to make the connection between FunnelFLARE and Zoho

 

Step 2:

Whenever a contact is pushed to Zoho CRM from FunnelFLARE, the standard and custom fields in FunnelFLARE can be mapped to the standard/custom fields in Zoho CRM. You must set this mapping up for FunnelFLARE to know which fields to update in Zoho CRM. In the Account Settings (Administration-Account Settings), scroll down to the Integrations Tab. 

 

 

 

You can map FunnelFLARE fields to Zoho CRM Fields:

 

 

In FunnelFLARE

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Importing Contacts From Zoho CRM - FunnelFLARE

After Zoho CRM has been linked to your account, importing contacts is easy. In FunnelFLARE, browse to Contacts-Import Contacts. You should see an option for pulling contacts from Zoho CRM:

 

You will be given full control over what to do if contacts exist, what fields map to what, etc.

 

Automatically update contacts in FunnelFLARE from Zoho CRM

One of the more powerful features of the FunnelFLARE-Zoho CRM integration is the ability to update contacts in FunnelFLARE automatically. To automatically push changes from Zoho CRM to FunnelFLARE, use the contact import scheduler (Contacts-CRM Contact Updates ). Zoho CRM will update FunnelFLARE on a scheduled basis. The import scheduler filter system allows you to have full control over what gets data and which contacts are automatically updated in FunnelFLARE.

 

 

Note: as with any import, FunnelFLARE will never delete data as a result of an import. Most fields will 'update' as a result of an import with the exception of phone numbers and email addresses. As a contact can have more than one email address, an import will add email addresses and phone numbers to the existing list.

 

 

Automatically Schedule Tasks in Zoho CRM

 

If you are looking to have marketing email sends and marketing email opens in Zoho CRM, you will want to use the Activity Scheduler workflow item.

 

 

In FunnelFLARE

In any workflow you can use automation to schedule tasks in Zoho CRM. Drag the Zoho CRM Task onto the workflow.

 

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