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How do I migrate from Zoho CRM to Unified Zoho?

    Unlink Zoho CRM and then connect GoTo Connect to Unified Zoho with Phonebridge v3 for a better integration experience.

    1. Log in to the Integrations Dashboard at
    2. Click Zoho CRM in the left sidebar.
    3. Click Unlink Account.
    4. In the Integrations Dashboard, click Unified Zoho in the left sidebar.
    5. Click Link Account.

      Result: You will then be redirected to Unified Zoho to login and allow GoTo Connect to access your account.

    6. From Settings in the Integrations Dashboard, choose your line.