Zoho CRM

Discover a seamless integration process! Learn how to connect Zoho CRM to Peaka effortlessly for streamlined transactions.

This article guides you through the process of connecting Zoho CRM to Peaka, allowing you to seamlessly access your Zoho CRM data within the Peaka platform.

Follow these steps to connect Zoho CRM to Peaka:

  1. Go to the settings page on Peaka.

  2. Click the "Add First Connection" button. This will open a modal.

  3. In the modal, select "Zoho CRM" as your connection type.

  4. Enter a name for your connection and select a domain.

  5. Click the "Signing in to Zoho CRM" button. This will open a modal to allow Peaka access to your Zoho CRM account.

fill form of zoho crm integration modal view in peaka
  1. In the modal, click the "Allow" button to grant Peaka access to your Zoho CRM data.
allowing zoho scrm to connect to peaka view

Congratulations! You've successfully connected Zoho CRM to Peaka. You can now access and manage your Zoho CRM data seamlessly within the Peaka platform.