HELP FILE

How do I migrate from Zoho CRM to Unified Zoho?

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

  1. Log in to the Integrations Dashboard at https://my.jive.com/integrations/.
  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 Zoho CRM to login and allow GoToConnect to access your account.

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