Expected duration : 1 min

Prerequisites

Admin rights for your Leexi and Zoho user accounts

Instructions

On your Leexi account

• Go to Settings → Company Settings → Integrations
• Click Add on the Zoho integration
• Click Accept

You’re done! Your CRM information will now be synced with Leexi, and you will start receiving Call notes on the relevant CRM deals, customers, leads and organizations. This is the kind of note you will see in Zoho.