Zoho CRM Integration With Groupboss

With the help of the following steps, you will be able to do the integration of Zoho CRM with Groupboss:

1. First, go to the Chrome extension store. Then add the Groupboss extension, and click on the Groupboss extension icon.
2. Furthermore, select a Facebook group.
3. Then go to Autoresponder and select ‘Zoho CRM.’ Now click ‘+’.

4. Then you’ll be asked for Client ID, Client Secret, and Code. To get all those, sign in to your Zoho CRM account. For your help, go to this link: Zoho CRM API console—api-console.zoho.com/.

5. You’ll find a welcome message there. Tap the Get Started option.

6. Then Zoho will ask you to choose a client type. Out of several options, select the Self Client option.

7. Now tap ‘Create Now,’ which will lead you to another window. There you’ll create a ‘Self Client’ and hit the ‘Create’ button.

8. Once created, the new client—the ‘Client ID’ and ‘Client Secret’—will be auto-generated. Click on Client Secret to find them.

9. Now to generate the code to activate the integration—tap on the newly created client. The follow-up would be Self Client (the new client) >> Generate Code.

10. There, under the dialogue box of Scope, write ‘ZohoCRM.modules.ALL’ and provide a time duration of your convenience. Furthermore, under the Scope Description box, you may write anything you want.

11. Now hit the ‘Create’ button and then select CRM >> Create.

12. This will pop another interface with code.

13. So, there you go, the integration is complete. Now you can find Zoho CRM among the Groupboss list of currently activated.

14. Then go to your Facebook group’s homepage >> Member requests. A new option is generated, ‘Approve all by Groupboss,’ and for individual acceptance, ‘Approve by Groupboss.’

15. Now to find the automated email from your Facebook, go back to the account page of Zoho CRM. From there go to Leads, and there you’ll find the contact that was approved by Groupboss.

This is how you can integrate Zoho CRM with Groupboss.