Articles on: Integration

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.

Add Company Name

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.

Token For Zoho

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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