Zoho CRM

Zoho CRM works like Pipedrive: conversations become deals and move through your stages.

Connect

Zoho does not hand out tokens — you approve Fluxy on Zoho’s own screen.

1. Go to Settings → Integrations → Zoho CRM.
2. Pick the data centre your account is in — com, eu, in, com.au, jp or ca. An account in Europe cannot be reached through the .com address.
3. Click Continue to Zoho CRM, approve, and come back.
4. Under Stage mapping, map qualified, offer_sent and goal to your Zoho stages and click Save mapping. See Pipedrive for what each stage means.