What you can do with Zoho CRM in Sylus
Sylus gives Zoho CRM users fast answers about their pipeline. Ask "How many leads converted by source last month?" or "What is the average deal size by region?" and get an answer or dashboard, alongside Zoho Books and marketing data.
How the Zoho CRM integration works
Sylus connects with Zoho OAuth and read-only scopes, syncs the CRM modules you choose, maps fields, and keeps records up to date for reporting.
How to connect Zoho CRM to Sylus
You need a Zoho CRM user with access to the modules you want to analyze.
In Sylus, add Zoho CRM as a data source and select your Zoho data center.
Sign in to Zoho and approve read-only access.
Choose the modules and fields to sync, for example Leads, Deals, and Accounts.
