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.
- Log in to the Integrations Dashboard at https://my.jive.com/integrations/.
- Click Zoho CRM in the left sidebar.
- Click Unlink Account.
- In the Integrations Dashboard, click Unified Zoho in the left sidebar.
- Click Link Account.
Result: You will then be redirected to Unified Zoho to login and allow GoTo Connect to access your account.
- From Settings in the Integrations Dashboard, choose your line.