Connect Zoho CRM to Ignis

01In Zoho, once

Add one field to Contacts

1. 01

   In Zoho CRM, open Setup, then Modules and Fields, then Contacts.

2. 02

   Open the layout you use, usually Standard, and drag a Single Line field onto it.

3. 03

   Name the field Ignis Social Handle, exactly as written.

4. 04

   In the field’s properties, switch on Do not allow duplicate values.

5. 05

   Save the layout.

Zoho should show the new field’s API name as Ignis_Social_Handle. If it shows something else, rename the field to match. Skip this step and the first sync stops and tells you to add the field. Add it, apply the tag again, and the person comes through.

02Connect

Connect in under a minute

1. 01

   In Ignis, open Clients and choose the client whose contacts belong in this CRM.

2. 02

   Open the CRM tab, press Connect a CRM and choose Zoho CRM.

3. 03

   A Zoho window opens. Sign in and allow access.

4. 04

   The window closes by itself and the CRM tab shows Zoho CRM as connected.

You connect by signing in with Zoho CRM itself, so your Zoho CRM password never reaches Ignis.

03Use it

Tag someone, and Zoho CRM follows

Add a tag to someone in your Ignis inbox, from Instagram, Messenger or WhatsApp. Ignis looks for them in Zoho CRM by their phone number or email address, and only an exact match counts. A WhatsApp contact brings their number with them, and you can add a phone number or email to anyone from their panel in the inbox. Both kinds of matching start switched on, and you can turn either one off in the CRM tab.

• One match. Ignis links the two and uses that record from then on.

• More than one. Ignis waits rather than guess, and asks you to pick the right record under Needs your decision in the CRM tab.

• None. Ignis creates a Zoho contact for anyone it cannot match. Their name goes in Last Name, which Zoho requires, along with any phone number or email you have for them.

Taking a tag off someone Zoho CRM has never seen changes nothing there. Every sync is listed in the CRM tab with what happened, so you can always see where a person went.

Changes travel one way, from Ignis to Zoho CRM. Edits your team makes inside Zoho CRM stay there and change nothing in Ignis.

04Your data

What Ignis writes, and what it reads

When Ignis links to a contact that was already in Zoho, it adds and removes tags on it and leaves everything else as your team entered it.

Ignis reads Zoho CRM only to find the right person by phone number or email address. It does not copy your contact list into Ignis. It keeps the link between each person and their record, and the list of syncs you see in the CRM tab. The privacy policy covers the rest.

The access Ignis asks for

Contacts: full access

To create contacts when needed and add or remove their tags.

Search

To look people up by phone number and email address before creating anyone.

05Disconnect

Disconnect whenever you like

In Ignis, open the client, go to the CRM tab and press Disconnect. Syncing stops at once and Ignis gives up its access to Zoho CRM.

In Zoho Accounts, open Sessions, then Connected Apps, and revoke Ignis. Ignis can no longer reach your account from that moment, so disconnect it in Ignis too and the CRM tab stays tidy.

Contacts, tags and the Ignis Social Handle field stay in Zoho. Delete the field in Modules and Fields if you no longer want it.

06Help

Stuck? A person answers.

Email support@ignisapp.co or message us on WhatsApp at +971 55 540 9172. We aim to reply within one business day.