In this article, we'll show you how to integrate Zoho CRM with Kaspr, in addition to how to export your leads to Zoho CRM, so you can automate your sales process and cut down on time-consuming tasks.
Let's get started! 🥳
Connect to Zoho CRM in Kaspr
Step 1: In the Kaspr dashboard, go to: Settings > Integrations. Click on Connect to Zoho in the Zoho CRM window and follow the instructions.
Step 2: A new window will open. You can log in to your Zoho account and accept the terms and conditions.
Step 3: Once done, you'll be able to see that your Kaspr account is successfully connected to Zoho CRM. Click on Mapping to customize the properties configurations.
Properties configurations
Being able to configure properties means you can select which property you'd like to send your data-enriched contact to in Pipedrive.
A default properties configuration has been set up for you already. If you want to check or edit the default properties configuration, continue to read this article.
Step 1: To update the property from the default field name, select the property you'd like to update it with.
Step 2: Once all your properties are correctly mapped, click Validate properties and you can start exporting contacts.
Export contacts from the Kaspr widget
📝 Remark: The contacts exported from Kaspr are saved as "Leads" and not as "Contacts" on Zoho CRM.
Step 1: Go to LinkedIn and search for a person you want to get contact information from. Click open the Kaspr widget.
Step 2: Click on the Export button.
Step 3: All the integrations will be displayed here. Select Zoho CRM and click on Export.
Export contacts from "Leads"
📖 Lead: A contact that a Kaspr user has saved into their Dashboard.
Step 1: In your Kaspr dashboard, go to the Leads tab. Select the leads you want to export.
You can do this step in 3 different ways:
Check the box next to their name
Click "Export all"
Select a list or create a new one
Step 2: Click on Export selected / Export all.
🔔 Your export button doesn't work? Check if you have the correct workspace permissions.
Step 3: From the dropdown menu, choose Integrations. A new window will pop up.
Step 4: Select Zoho and click on Export.
Export contacts from a workflow
Step 1: In your Kaspr dashboard, go to the Sales Automation page.
📖 Sales Automation is a Kaspr product that enables our users to create automated scenarios to scale their prospecting activities. With Sales Automation, users can launch LinkedIn outreach workflows, LinkedIn enrichment workflows, and Integration workflows.
Step 2: Click on New workflow. A new window will pop up.
Step 3: From the list of available workflows, choose Integration. Click on Continue.
Step 4: From the list of integrations, choose Zoho and click Continue. A new window will pop up.
Step 5: Name your integration and click Save and publish.
Step 6: Activate your workflow by clicking on Confirm.
Step 7: Select an enrichment workflow or create a new one.
The enrichment workflow can be used to automatically enrich a list of contacts from LinkedIn and export them to Zoho CRM.
Step 8: In the enrichment workflow, click on Attach more. A side window will open.
Step 9: Select the integration you previously created. Click Continue.
🔔 You can now launch your workflow from a list of LinkedIn contacts, and the contacts will be automatically enriched and exported to Zoho CRM.
