Zoho: Installation and Setup

With our Zoho CRM integration, you can create personalized Qwilr Pages instantly. Here's how to install the integration.

You can use Qwilr + Zoho CRM flexibly, depending on your Zoho account.

• Free Zoho accounts: You'll be able to connect the integration from within your Qwilr account, and create new pages from within Qwilr.
• Paid Zoho accounts: You'll be able to install the Qwilr extension from the Zoho Marketplace. Then you'll be able to create pages from either your Zoho CRM records or Qwilr.

Note: To connect the integration, you'll need admin access to Qwilr and Super Admin access to Zoho CRM.

You will also want to make sure your users have Zoho CRM API Access turned on under Extension Permissions > CRM API in Zoho. More info on that here.

Installation for free Zoho accounts

If you have a free Zoho account, use these steps to get set up.

Step 1. Make sure you're logged into your Zoho CRM account. Then in Qwilr, head to the top right corner and click on your initials. Choose Add Integrations.

Step 2. Choose the Zoho CRM option. Then click Enable Zoho CRM.

Step 3. Follow the prompts to connect, and that's it! Now it's time to create a Qwilr template.

Installing for paid Zoho accounts

If you have a paid Zoho CRM account, use these steps.

Step 1. Log into your Zoho CRM account, and your Qwilr account. Then head to the Zoho Marketplace.

Step 2. Search for the Qwilr extension. Then click the Install button.

Step 3. You'll be prompted to agree to terms and conditions. Then click Continue.

Step 4. Choose the Install for all users option. Then click Confirm.

That's it! The app is now installed. Head to any Lead, Account, Deal, Contact, or Quote record, and you'll now see a Create Qwilr Page button at the top right corner.

What's Next?

Now that you have the integration set up, move on to creating your first template.