Question 1

How do I connect my Zoho CRM account to Boltic.io?

Accepted Answer

To connect, just click "Add Connection" in the Boltic dashboard and log in with your Zoho account using the secure OAuth 2.0 method. This safe connection lets Boltic serve as a programmatic interface for your CRM through a single API.

Question 2

Is the Zoho CRM integration secure?

Accepted Answer

Yes, for sure. Boltic puts security for businesses first. All of your data is safe because all transmissions are encrypted with HTTPS/SSL, which is standard in the industry. Your OAuth tokens are also kept in a secure vault, and Boltic can only access the modules (Leads, Deals, etc.) that you give it permission to.

Question 3

What actions can be automated with this integration?

Accepted Answer

The integration supports a huge number of actions, such as making records, changing fields, finding contacts and handling attachments. In short, any piece of information in the Zoho CRM system can be used as a trigger or an action in a Boltic workflow.

Question 4

Can I use custom fields from my Zoho CRM?

Accepted Answer

Yes. Boltic's data mapper automatically finds your custom fields and modules, so you can map specialised business data to any app in your tech stack.

Question 5

Are there limitations on how many records I can sync?

Accepted Answer

You can sync as many different types of records as you want. Boltic can grow with your business, whether you have a few hundred contacts or millions in a database.

Question 6

How do I disconnect or remove my Zoho CRM integration?

Accepted Answer

It's easy to manage your connections. Go to the "Connections" section of your Boltic.io dashboard and click "Disconnect" on the tile for Zoho CRM. This action takes away access right away and stops any workflows that are already going on.

Question 7

Who can I contact for integration support?

Accepted Answer

Our support team is here to help you with data mapping or creating complicated sales-to-finance workflows. If you have problems with Zoho's server status or internal CRM bugs, you should contact Zoho's official support channels.

Question 8

Are there any usage fees?

Accepted Answer

When you use the Boltic platform, you have to pay fees based on your subscription plan and how many tasks you complete successfully. Make sure that your Zoho CRM plan lets you use the API. This is usually only available in the Professional and Enterprise editions.

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