Zoho CRM Integration: Prerequisites

Before configuring the Zoho CRM integration, ensure the following prerequisites are in place.

Zoho CRM Access

You must have a Zoho CRM account with administrator access in order to authorize the connection during setup. Your Zoho data center region (US, EU, etc.) is handled automatically when you sign in to Zoho during configuration.

Rev.io Configuration

The following must be configured in Rev.io before setting up the integration.

• A Bill Profile to assign to any new customers the integration creates automatically.
• At least one Rev.io user to serve as the default opportunity owner. This user is assigned as the owner on any opportunity where the Zoho deal owner's email address does not match a Rev.io user.
• At least one Rev.io user to receive in-app notifications from the integration, such as alerts when a new customer is auto-created or a sync fails.

Zoho Pipeline and Stage Planning

Before completing the configuration wizard, identify the following in your Zoho CRM account.

• The pipeline you want the integration to monitor.
• The deal stages within that pipeline that should trigger a sync. A deal syncs into Rev.io when it reaches one of these stages.
• The stage mappings between your Zoho deal stages and your Rev.io opportunity stages and statuses.

Having this information ready before starting the configuration wizard will make setup faster and ensure the integration syncs the right deals from the start.

Once your prerequisites are in place, see the Zoho CRM Integration: Configuration article to complete setup.