How to integrate and use Zoho CRM with Zuper?

How to integrate and use Zoho CRM with Zuper?

With Zuper’s first-class integration with Zoho CRM and Zuper seamlessly helps across your sales, services, and support teams to deliver an exceptional customer experience. 

The three major sections we are going to discuss here are:

A. How to connect Zoho CRM with Zuper? 

B. How does Zuper –Zoho CRM Integration work?

C. How to uninstall Zoho CRM from Zuper? 

A. How to connect your Zoho CRM with Zuper? 

1. Open a new tab in your browser once you are logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.




2. Under the “Browse by Category,” select the “CRM” option and choose “Zoho CRM.



3. Click on the “Install Zoho CRM” button.



Note: With Zuper and Zoho tabs open, you can switch between the tabs for integration. Switch to the Zuper tab on your browser and log in to your Zuper account.

4. Provide the necessary permission details for the Zoho CRM. 


4. Update Zuper Settings by configuring the following fields:


a. Reverse Integration User ID (Mandatory) – From the Employees module in Zuper, select the “Employee,” copy the ID and paste it into the “Reverse Integration User ID.”

b. Zoho Region (Mandatory) – Europe, India, and Australia; this will be automatically ed based on the Zoho regions. You can choose from the drop-down list if the region is not ed automatically.

c. To create the Zuper API, refer to the article (How do I create an API Key for my Zuper account?). (Mandatory). 

Note: The update should be auto-synced from Zoho to Zuper properly.

We create separate users by which we create app keys and use them. 
Select the “Update” button to connect Zoho app with Zuper. 




B. How does Zuper – Zoho Integration work?

1. Log in to your Zoho account and create a workflow from the Zoho. 

The Sync happens from Zoho deal to Zuper Job | Zoho Account as Zuper Organization | Zoho Contact as Zuper Customer. 



C. How to Uninstall Zoho CRM from Zuper? 


1. Open a new tab in your browser once you are logged in to your Zuper Account.

Click on your Profile Picture in the top right corner of the screen and select the “App Store.




2. Under the “Browse by Category,” select the “CRM” option and choose “Zoho CRM.


3. Click on the “Uninstall App” button.



4. The Zoho CRM app is uninstalled successfully.



Using Zuper integration with Zoho CRM, you can easily create & dispatch field visit jobs, pick the right slot & technician using Assisted Scheduling directly, access Zuper Job-status updates within Zoho CRM. 



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