Steps for onboarding on Zoho
Zoho onboarding process starts with connecting your Zoho account to Cadence tool.
Prerequisite
*Make sure that the email you use for this login is the one that has a Zoho CRM associated with it.
Here are the steps:
1. Log in to Zoho: Click on the button below. After signing in you will automatically be redirected to your onboarding.
2. Activity Syncing: Cadence has a "bi-directional" sync feature that allows data to flow between Zoho and Cadence. Supported activities include calendar, email, notes, and SMS. SMS activity is communicated to the tool using webhooks, which must be set up in the Ringover Dashboard.
3. Email Setup: Setting up email integration is simple with the "Connect with Google" and "Connect with Outlook" options. These work seamlessly with the tool.
4. Field Mapping: To ensure that data is properly synced between Cadence and Salesforce, it is important to map the fields between both the tools. Required fields for leads include first name, last name, and organization/account name. In Zoho, the following field mappings apply:
A. Lead:
i. First Name => First Name,
ii. Last Name => Last Name,
iii. Linkedin URL => Custom Field,
iv. Job Position => Title,
v. Company Name => Company,
vi. Company Size => Custom Field,
vii. Company URL => Website,
viii. Zipcode => Zipcode,
ix. Country => Country,
x. ZoomInfo => Custom Field,
xi. Primary Phone Number => Phone/Custom Field,
xii. Mobile Phone => Mobile Phone/Custom Field,
xiii. Company Phone => Custom Field,
xiv. Other Phone 1 => Custom Field,
xv. Other Phone 2 => Custom Field,
xvi. Primary Email => Email,
xvii. Alt Emails => Custom Field,
xviii. Integration Status
B. Account:
i. Company Name => Account Name,
ii. Company Phone Number => Account Phone,
iii. Company Size => Custom Field,
iv. Company URL => Website,
v. Zipcode => Zipcode,
vi. Country => Country
C. Contact:
i. First Name => First Name,
ii. Last Name => Last Name,
iii. Linkedin URL => Custom Field,
iv. Job Position => Title,
v. Zoom Info => Custom,
vi. Primary Phone Number => Home Phone,
vii. Email =>
Email 5. Custom Form Builder: The custom form builder allows users to create custom forms with fields that are specific to their needs. However, some fields may be set by the CRM system and cannot be edited.
6. Admin Rules: There are email rules, task and cadence rules that can be set by the admin to customize the behavior of the tool. For example, Allowed days to send emails, SMS working days, etc.
7. Team Setup: This involves setting up the team and configuring team-level settings.
8. Personal Setup: Each user can set up their personal settings, including their Calendly link, timezone, language, and custom task creation with the calendar.