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How to connect Demio with Zoho CRM
Demio / Zoho CRM
Documentation

Connect Demio to Zoho CRM with LeadsBridge

Demio » Zoho CRM

In this article, you'll learn how to set up the bridge and connect Demio to Zoho CRM using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your Demio source

  1. Type in the name you'd like to call your integration
  2. Enter API Key and API Secret to connect your Demio with LeadsBridge
  3. To get your API information you will need to login on your Demio account.
    1. Go in your Account Settings and click on API option
    2. Copy and paste the information in your integration screen of LeadsBridge.

  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Zoho CRM destination

  1. Type in the integration's name in the dedicated field
  2. Enter Domain to connect Zoho CRM with LeadsBridge
  3. 1. Enter the domain (URL) in which your Zoho Account resides. You can find this by checking your browser's address bar while logged into your Zoho Account.
  4. Select the segmentation concept you'd like to use from the dropdown
  5. Click on the Authorize button
  6. Login to the account you'd like to use
  7. Allow LeadsBridge to access your Zoho CRM information
  8. You'll see the blue info success message at the top right of your screen
  9. Click on the Next button
  10. You'll now be able to select the destination segment to send your leads to
  11. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  12. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from Demio to Zoho CRM with LeadsBridge, do not hesitate to contact our Support!