Skip to main content
Setting up the Zoho CRM Integration

Step by step instruction on setting up the Zoho CRM integration

Preena Francis avatar
Written by Preena Francis
Updated over 3 weeks ago

To take advantage of the Klenty - Zoho integration, you'll need to set up your Zoho account with Klenty using the following steps.

  1. In your Klenty account, go to Settings -> Integrations -> CRM

  2. Click on Zoho

  3. You will be redirected to the Zoho page where you will need to login and approve Klenty's access.

  4. Click on Accept to finish setting up the integration.

The following are the use cases of SDRx as part of the integration with Zoho CRM,

  • Builds Targeted Lists: SDRx identifies your ICP and enriches their emails and phone numbers to run multi-channel outreach.

  • Conducts In-Depth Account Research: SDRx understands accounts deeply to personalize messages.

  • Crafts Personalized Emails: SDRx creates personalized emails using 25 cold email writing frameworks, increasing your chances of getting responses.

  • Adjusts Follow-Ups to Prospect’s Buying Stage: SDRx automatically customizes follow-up email frequency and messaging based on the prospect’s buying stage and awareness levels, ensuring its outreach remains relevant.

Did this answer your question?