Step 2: Authorisation

Once the app is successfully installed, we need to authorize the extension to work in Zoho CRM.

  1. Once you install extension you will get below pop up on the screen. Click on Authorize button.
Authorize Extension

Authorize Extension

2.Select / login with your Zoho account.

3.Click on Next button.

4.Click on Accept button.

5.Click on Finish button.


What’s Next

Setup the Self-Serve and Enterprise Channels