Welcome to the Instapage Support Center

|

Integrating with Zoho.com CRM

zoho-crm.jpg

This feature will allow you to instantly send all of your hard earned leads directly to your Zoho.com lists. Follow the instructions below to set up the integration.

On your landing page, go to Settings and select Integrations from the drop-down menu;

autopilot1.jpg

IntegrationsSymbol.jpg

Select Zoho CRM from the Integrations menu;

MYPAGE_-_Instapage_2018-07-27_15-47-22.png

Enter your Zoho authtoken to sign in;

MYPAGE_-_Instapage_2018-07-30_17-02-49.png

Go to this link to get your Zoho credentials.

Select the account you want to use from the list;

page_level_integration_-_Instapage_2018-04-25_13-32-40.png

Now you need to map your Instapage fields to the ones in Zoho;

page_level_integration_-_Instapage_2018-04-25_13-34-12.png

Make sure all the Zoho fields marked with an asterisk (*) are mapped in order for the integration to work.

If you map a field with the [None] option, the submitted data will not be sent to Zoho.

The Auto Generate option will create a text field inside your integration.

If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.

And that’s it. If you went through all the steps, you should see this confirmation message. Click on Finish, then save and update your page.

page_level_integration_-_Instapage_2018-04-25_13-34-30.png

Important Notes:

- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.

- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.

- Always test your integration with real email addresses as some systems recognize fake emails.  

Have more questions? Submit a request
Was this article helpful?
0 out of 0 found this helpful

Need Further Help?

Tell us what you need and we will be happy to assist you.

Our team of expert support staff and our community can answer your questions. Submit a ticket, or reach out on live chat!