Zoho

Max-Antoine
Max-Antoine
  • Updated

In this document, we provide a step-by-step guide on how users can integrate Zoho in their Wave account to sync contacts across their Zoho ecosystem.

Integrating Zoho in Your Wave Account

  1. Login(opens in a new tab) to your Wave user account

  2. Go to Settings, then click on Integrations.

  3. Click on the 'Connect' button.

    Connect Zoho

  4. A pop-up will open, allowing you to turn on contact auto sync between your Wave and Zoho accounts. We recommend leaving this on. Press 'Continue.' A new tab will open asking you to authenticate your Zoho account.

    Toggle Auto Sync

  5. Provide your Zoho credentials in the fields provided. Press 'Log In.'

     

    Note: The account you authenticate must be a Zoho administrative account to ensure your integration works properly.

  6. After reviewing the permission prompt, press 'Accept' to grant Zoho access to your Wave account data. You will now be re-directed to your Wave account.

    Allow Access

  7. Verify a successful integration of Zoho by spotting the ‘Disconnect’ button across Zoho.

    Disconnect Button
     

    Note: Your Wave contacts will automatically sync as 'Contacts' in your Zoho account.

Congratulations 🎉, you have successfully integrated Zoho in your Wave account.