LeadDyno offers a single-click integration with ZohoCRM, allowing instant lead creation in ZohoCRM whenever LeadDyno captures a lead or signs up a new affiliate.
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Connecting To ZohoCRM
You will be redirected to ZohoCRM, possibly being asked to log in if you are not already logged in. You will then be asked to grant permission to the LeadDyno app. Click Accept.
After a brief pause, you will be redirected back to LeadDyno, which should show you as connected:
By default, LeadDyno will upload new leads to your ZohoCRM account as a new lead. You can also choose to have new affiliates uploaded as a new contact record. Click the Edit button on the ZohoCRM app.
Check the boxes for which types of records to upload and click Save.
That’s all there is to it! At this point, LeadDyno will upload new leads and/or affiliates to your ZohoCRM account automatically!
Known Issues / Limitations
- LeadDyno does not upload leads to Zoho that were in your LeadDyno account before authorizing the integration. You have the option to manually export leads from LeadDyno and import them to Zoho if you require this data.
- The integration is one direction and LeadDyno only sends data to Zoho and does not collect any changes made in Zoho.
- Affiliate data: Affiliate attribution data will not get sent for your tracked leads to Zoho, only the following fields can get sent for affiliates include: Email, First Name, Last Name.
- Lead data: Lead data includes the following: Email, First Name, Last Name, Company, Phone, Address, City, State, Zip. Note that First Name, Last Name, Company, Phone, Address, City, State, Zip is typically only added to after a lead has converted to a customer since that data comes from the order information.
As always, are here to help. Contact us at any time and our Support team will be there for you.