How to transfer data to Zoho?
How to transfer data from Aeroleads to Zoho?
- Create your account on Zoho
- Go to your Zoho CRM and generate your API Auth token. To generate it, Click on the Settings icon) > Setup > Extensions & APIs > APIs > CRM API. Then click the Settings icon and click the Authentication Token Generation link.
Zoho Aeroleads API auth token generation
- Now enter your Application Name “AeroLeads” and it will generate the API key.
You can check this howto article too to see how to generate auth token in zoho crm.
- Token will automatically get inserted into the field. Now your AeroLeads account is connected with Zoho CRM.
- Select the prospects that you want to transfer and then click on Zoho from the transfer drop down.
AeroLeads Integration with Zoho
- It will show a pop up with options like “Contacts” and “Leads”. Select the option to which you want to transfer the prospect. It will take 2-3 seconds for the data to get transferred and then you should be able to see the prospects data in your Zoho account.
Updated on: 17/10/2022
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