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Connect SalesBlink with Zoho CRM
Connect SalesBlink with Zoho CRM

Learn how to connect SalesBlink with Zoho CRM

Sushant Shekhar avatar
Written by Sushant Shekhar
Updated over 8 months ago

Hi there!πŸ‘‹

Are you using Zoho CRM?

You should connect your Zoho CRM Account with SalesBlink so that you can:

  • Send Cold Emails to Contacts in different Views

  • Sync Email Stats like Opens, Clicks & Replies to Zoho CRM.

So, are you ready to integrate Zoho CRM with SalesBlink? 😎

It would surely make SalesBlink more powerful as you can add the contacts in Zoho CRM seamlessly to SalesBlink sequences.

This way, you can save the time spent on manually entering data.

Wondering how to integrate Zoho CRM with SalesBlink?

You can do it in a few simple steps! πŸ˜€

So, let's begin,🌟

Connect Zoho CRM

  1. Go to your Profile in the top-right corner of the dashboard and click 'Integrations'.

  2. On the Integrations page, click 'Zoho CRM'.
    ​

  3. Click 'Connect' to integrate SalesBlink with Zoho CRM.
    ​

  4. Login to your Zoho CRM account by entering your login credentials and grant access to SalesBlink by clicking on 'Accept'.
    ​

  5. You will be redirected back to SalesBlink for mapping properties from Zoho CRM to SalesBlink.

πŸ”΄ Note: You at least need to map the Email property from Zoho CRM as a SalesBlink Variable in order to send emails to contacts in Zoho CRM.

You can additionally map more properties as SalesBlink Variable.

It will come in handy while personalizing your cold emails as well.

Mapping SalesBlink Variables

  1. Select property & SalesBlink Variable from the respective dropdowns.

  2. Click on the [βž•] icon to add it.
    ​

  3. Hit save to finalize mapping of variables βœ….

Personalizing Email Template with Zoho CRM Properties

  1. Navigate to Templates.

  2. Click the "Create New" button & select "Create Email Template".

  3. Click on the "CRM Variables" dropdown to insert the mapped variable in the email subject line or body.

Send Emails to Zoho CRM Contacts

  1. Create a new sequence & select "Lead from CRM Integration" as Source. (Learn about Sources)

  2. Select your Zoho CRM Integration & a View from Zoho CRM.

And you are good to go! 😎 Go ahead and launch your sequence.πŸš€

Hope you found this guide helpful! 😊

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