All self-serve CRM integrations begin the same way: A KnowledgeNet.ai Administrator must click on this link to go to the Integrations tab in the Admin Settings: https://app.knowledgenet.ai/app/admin/integrations.

Find your CRM and click the blue "Connect" button. REMEMBER: You must also have Administrator privileges in your CRM account to successfully connect. Click the "Connect" button on the Zoho card to start the connection.

Click "Accept" to allow KnowledgeNet.ai to sync and communicate with Zoho CRM.

Click "Configure" to control which KnowledgeNet.ai users are allowed to export to Zoho.

The default setting allows everyone to export. To impose limits, use the drop-down arrow and select "Specify which users can use this integration."

Use the "Add/Invite User button to choose which members of your organization can have export privileges. Remember to click "Save" when you are finished.

To stop your integration, click the "Disconnect" button.