About the Integration
Connect mailfra with Zoho CRM to streamline your lead generation and follow-up processes. This integration allows you to automatically pull targeted lists from Zoho into mailfra sequences and push engagement data back into Zoho as notes or activities, keeping your sales dashboard up to date without manual data entry.
By connecting Zoho CRM with your workspace, you can unlock powerful automation capabilities, ensuring that your data is always perfectly synced, saving your team hours of manual data entry every week. Setup is fast, requiring just a few clicks to authenticate and map your desired fields, allowing you to focus on what matters most: closing deals.
How to Connect
- Log in to your Mailfra dashboard.
- Navigate to the Settings menu and select Integrations.
- Find Zoho CRM in the list and click "Connect".
- Follow the OAuth flow to authorize the connection securely.
- Configure your specific field mappings and sync preferences.
Key Features
- Lead and contact synchronization
- Automated task creation
- Activity logging attached to modules
- Trigger automations based on status
Requirements
- Active Mailfra Pro plan or higher
- Admin access to Zoho CRM
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