Connecting Zoho to Influ2

To begin your Zoho integration journey, you need to first connect it to Influ2! Follow these step-by-step instructions to get started with your integration.

1. To connect your Zoho integration, log in to Influ2. To access your ‘Account Settings’ click on your name in the top right of the screen.

2. Scroll down until you see ‘CRM Integrations’ and click ‘Zoho Account’.

3. After clicking into your Zoho Account, you will be brought to your Zoho redirect page. Log in with your credentials.

4. Choose the necessary settings for the connection.

• CRM Target Lists means that Influ2 will import the target views from your CRM, you’ll be able to choose which one.
• Export signals define an action upon which Influ2 will send events to your CRM.
• Create leads for unmatched contacts — if Influ2 could not find the lead in your CRM, it’ll be automatically created and the event will be sent.

5. From the Audience Discovery campaign page, you can now target your internal CRM target lists within Influ2.