Want to Integrate Zoho Thrive and Zoho CRM? It’s surprisingly easy. For a quick overview, Zoho Thrive is a digital marketing software for affiliate and customer loyalty management, while Zoho CRM is an all-in-one customer relationship platform.
1. Integration Requirements
Before we get into the steps, first, you’ll need these things:
- An active Zoho Thrive and Zoho CRM account.
- Admin access to Zoho CRM.
Need help accessing the admin account? Ask your business management for assistance, or head to Zoho’s official help page for more information.
2. How to Integrate Zoho Thrive and Zoho CRM
Integrating the two platforms is very straightforward. To do this:
- Open your Zoho Thrive dashboard.
- Head to Integrations under Configurations on your sidebar.
- Find Zoho CRM and click Connect.
3. The Benefits of Zoho Thrive and Zoho CRM Integration
You’re reading this quick guide because you’re already set on integrating the two platforms. But just in case, here’s a list of benefits for Zoho Thrive and Zoho CRM integration.
- Quickly transfer user data (contact emails) from your Thrive database to your CRM contacts module.
- Seamless migration of future affiliate and loyalty user data to Zoho CRM.
- Bridge the platform gap for smoother software communication.
For more Zoho goodies and insights, drop by BestSaaSguide.com.
4. What User Data is Transferred from Zoho Thrive to Zoho CRM?
Here’s a list of the actual user data you can expect to migrate from Thrive to Zoho CRM:
- Member Type
- Referrer Email
- Join Date
- User’s Referral Link
- User’s Points
That’s all the information we have! If you have more questions, feel free to drop them in the comment section below. We’ll do our best to reply as quickly as we can.
Need more Zoho Thrive tips? Here’s another popular one: How to Delete a Brand in Zoho Thrive.
