Prerequisites: Zoho CRM Professional Edition or higher If your Zoho CRM edition doesn’t meet the requirements, you can use the cookie-based integration instead. 1. Create a GA Connector account You can sign up for a 30-day trial here. 2. Follow Instructions on Setup Wizard After the sign-up process, you’ll be redirected to our setup wizard. You can […]
Category: Zoho CRM
How to uninstall GA Connector from Zoho
In order to uninstall GA Connector please follow the steps below: Remove GA Connector tracking code from the website Uninstall GA Connector Fields extension from Zoho CRM – Setup – Marketplace – All If you’re using GA Connector API-based integration, contact [email protected] to cancel your account (so that our app stops making requests to your […]
Troubleshooting Guide for GA Connector Fields Extension for Zoho CRM
Number of fields error While installing the extension, you may encounter an error like this: Unable to install the extension. The number of fields that can be created in your CRM account has exceeded the limits. This happens when your Zoho CRM account limits don’t allow to add all fields for GA Connector Fields extension. The […]
Create a Zoho CRM report with Google Analytics data
Now that you’ve added GA data to your Zoho CRM, you probably want to display it in a meaningful way. You probably want to see reports that will allow you to see things like the number Deals that came from a specific traffic source. In this article, we’ll go though the process of creating such […]
What to do if Zoho CRM extension can’t be installed?
You may see an error during the installation of the extension: Or other times, you may just see a blank screen like this: Zoho CRM Extension installation error #2 (blank screen) In other experience, there are two reasons why this could happen: 1. You’re using Zoho CRM Free edition. How to check your Zoho CRM […]
Documentation for Zoho CRM Extension for the Basic Integration
We have developed a Zoho CRM extension to speed up the creation of fields that will hold analytics data about your users. You can install it here. During the installation, please select the correct permissions depending on who you want to see the fields (everyone, admin or certain profiles only). Otherwise, you would need to re-install […]
Customize Zoho CRM Lead Layout
If you have installed the GA Connector Fields to your Zoho CRM, your Lead Report most probably looks like this: It would be better if the report would look arranged and organized so that you can easily find the data that you need. Customize Zoho Lead Report Layout Click on Setup > Customization > Modules and Fields. Click […]
Find out which Zoho CRM Edition your company is using
The full bi-directional version of GA Connector is available for Zoho CRM Professional Edition or higher. To find out which Edition your company is using: 1. Go to your Zoho CRM account. 2. Click on the top right corner of the profile picture 3. In the box that opens, you will see the Edition you […]
