Overview
The Tracxn - Zoho CRM integration allows you to seamlessly push company data from Tracxn directly into your Zoho CRM.
Once connected, you can add companies in just a few clicks, making your workflow more efficient while reducing manual effort.
How can I integrate Zoho CRM ?
Navigate to the Company Detail page (for example, Uber) and click the “Add to CRM”. Select Zoho CRM and click “Connect & Set as Default.”
You will be redirected to Zoho authorization page, where you need to sign in (if not already) and grant the required permissions to complete the connection.
After successful connection, you will be redirected back to Tracxn. Zoho will be set as your default CRM for all future company pushes.
You can now start adding companies directly to Zoho from Tracxn.
Note:
Zoho CRM connection is not available for users on the Free plan.
If your trial account expires after a successful connection, you will not be able to add companies to Zoho until the account is reactivated.
How to change your default CRM ?
Go to Profile > Settings > CRM.
Select your preferred CRM & set it as default.
Have questions or need assistance? Reach out to [email protected]
FAQs - Salesforce Integration
1. Why to connect Zoho CRM to Tracxn?
Enrich your CRM with Tracxn data to streamline workflows and gain better insights.
2. Is the Integration Secure?
Yes, all data is encrypted and transferred securely, ensuring your information is safe.
3. What data points can I pull from Tracxn to Zoho CRM?
You will be able to fetch the company name, website, overview, logo of a company, Tracxn URL, Tracxn Company ID. Check out the details here.
4. How can I integrate Zoho CRM?
1. In the Company Detail Page (e.g. Uber), click the “Add to CRM” dropdown in the top-right, select Zoho CRM, and then click "Connect and set as default".
2. You’ll be redirected to Zoho CRM to sign in or create an account. Once connected, you'll return to Tracxn, where you can customize the default fields for push and start adding records to Zoho CRM.
Learn how to connect to Zoho CRM
5. Do I need any extra credit to access data using Zoho CRM?
No, you do not need extra credits to add companies from Tracxn to Zoho CRM. Premium users can add up to 500 successful companies/month, and Tracxn Lite users can add 100 successful companies/month.