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Integrating Mentorly with Zoho: A Step-by-Step Guide
Integrating Mentorly with Zoho: A Step-by-Step Guide
Gabrielle avatar
Written by Gabrielle
Updated over a week ago

Integrating Mentorly with Zoho allows you to seamlessly synchronize user data between these two powerful platforms. This guide will walk you through the process and requirements for setting up and maintaining this synchronization. Let's get started!

Prerequisites

Before you begin, make sure you have the following:

- An active Mentorly account with administrative access.

- A Zoho account with permissions to manage contacts and integrations.

Setup

Step 1: Reach out to Mentorly Support
If you would like to use the Zoho integration, a member of the Mentorly team will need to enable the Zoho integration option in your dashboard.

Step 2: Configure Zoho Integration in Mentorly Account Dashboard

Once the Zoho integration option has enabled in your dashboard, you can:

1. Log in to Mentorly: Access the Account tab in the bottom of the menu on the left-hand side of the screen.

2. Head to the Integrations tab and Click on "Connect Zoho Account." You will be redirected to Zoho. Follow the prompts to complete the setup.

Synchronization Triggers

Once the integration is set up, synchronization will occur under the following conditions:

- When a new Mentorly user is added, their profile will also be created in Zoho

- When a changes are made to a user's profile in Mentorly, they will be reflected in Zoho

- When an existing user profile is updated.

Program Managers are excluded from this sync as they need to be manually added to Zoho.

Note: User deletion must be done in Zoho separately from user deletion in Mentorly.

Viewing the User Profile in Zoho

After the integration is properly set up, you can view user profiles in Zoho. An external user URL will be present in each member profile in Mentorly, allowing you to easily access and manage your user data within Zoho.

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