Zoho CRM Integration
Zoho CRM is customer relationship management software developed by Zoho Corporation. It is designed to help businesses streamline their sales, marketing, customer support, and related activities.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve the user account details like user name, email address, role, etc. It helps Sprinto to map and check if the user with access offboards the organization. The org role information also helps Sprinto ensure only the configured valid roles access the system.
Sprinto checks for Zoho CRM
Following are the available Sprinto checks for Zoho CRM integration:
User should be identified
Zoho CRM access should be removed for offboarded user
Critical system access control should be configured
User access to Critical System should be valid Note: The user access to the critical system becomes valid if the respective Org role is added.
Before you begin
Log in to Sprinto as administrator.
Ensure you have “Admin” access on the Zoho CRM account you want to integrate.
Sprinto uses Truto.one as the integration partner to build this integration.
Integrate Sprinto with Zoho CRM
Follow the below procedure to integrate Zoom CRM on Sprinto:
Integrate Zoho CRM on Sprinto.
Go to Security Hub > Settings > Integrations > Available, and click Connect next to Zoho CRM.
Read the on-screen instructions, and click Next.
On Integration page, select the acknowledgment checkbox and click Connect to Zoho CRM. Note: Ensure you have pop-up window enabled on your browser.
Select your Zoho CRM account’s region, and click Connect.
Log in to your Zoho account using your credentials or available Single Sign-On (SSO) options.
Follow the on-screen instructions to grant Sprinto the necessary permissions.
Add Zoho CRM as a critical system on Sprinto.
On Sprinto app, go to Security Hub > Access > Critical systems, and click + Add Critical System.
On Add Critical System page, select Zoho CRM and click Add System.
Configure valid users for Zoho CRM on Sprinto.
Go to Security Hub > Access > Critical systems, and select Zoho CRM.
On the Summary page, click Configure Now next to the Zoho CRM account.
On the Manage page, click Configure next to access validity.
Choose one of the options to define valid users based on roles.
Final Step
After completing Step 4, allow 15 to 20 minutes for Sprinto to finish the data syncing process. Sprinto may take up to 24 hours to evaluate the synced data and activate relevant Sprinto checks. If needed, visit Security Hub > Access > Critical System to check for pending tasks next to Zoho CRM.
Contact Sprinto support if you need any assistance regarding the integration or need any assistance.
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