Zoho CRM + Plum

Benefits of the integration

  • This integration helps sales teams send rewards to prospects and customers directly from Zoho CRM.
  • A seamless experience for the admins and end-users.
  • Multi-location, multi-currency, configurable integration which can work well with all types of clients.
  • Get the best of both products as you scale. Both Zoho CRM and Xoxoday are adding new features and capabilities regularly.

Xoxoday Plum + Zoho CRM

We will be covering three parts in this documentation. If you feel you have completed a section, feel free to skip it:
  • Steps to activate the integration from Zoho CRM.
  • Creating the Reward Automation from Plum Admin Dashboard.
  • Sending the rewards from Zoho CRM.

Section 1: Steps to activate the integration from Zoho CRM:

  1. 1.
    Sign in to Zoho CRM using your credentials.
  • If you are already signed in to Zoho CRM, you can just search for Xoxoday rewards for Zoho CRM by clicking on the link below.
  • Now, Xoxoday Plum can simply be integrated with Zoho CRM by installing the Xoxoday rewards for Zoho CRM on the admin’s dashboard from Zoho’s marketplace.
4. Click on install and verify the personal information and check the consent boxes. Once verified please click on Install.
5. If you are new to Plum, click on the “Sign up” button. If you already have an existing account, click on the “Authorize” button as shown in the image below.
6. It is recommended that you use the email registered with Zoho CRM to signup with Plum as well.
7. After you can click on the “Authorize” button, you will be redirected to the Plum login page. Use your Plum credentials to log in to the admin dashboard.
Step 8: Authorize the connection by clicking on Allow.
Congrats, you have successfully installed the application.

Section 2: Creating the Reward Automation from Plum Dashboard:

Once the Xoxoday Plum Rewards App is connected, follow the steps given below and hook Xoxoday Plum up to your Zoho CRM. These are for the Admins operating the Zoho CRM dashboard.

Step 1: Setting up the Reward Automation:

  • Now, go to the Manage Integrations section and click on “Zoho CRM”.
  • Create new reward automation by clicking on the button as shown in the screenshot below:
  • Name the automation, select an already existing campaign or create a new one.
Note: Learn more about the campaign here
  • Now give your reward automation a name and select the type of trigger settings you want: “Manual” or “Automated”.
  • Set additional settings in auto approval to keep a check on the automation.
Set automation date range: Select the duration for which the reward automation should be active
Set maximum reward count: Define the maximum number of rewards that will e sent out automatically.
Allow repeat rewarding: Allow the same person to receive the rewards multiple time.
  • You can view the details of the automation by clicking on the reward automation that you have just created.
Your Zoho CRM Reward Automation is now ready to launch.

Step 2: Recharge your Account

After logging into your Plum account, go to the admin console and click on the “Recharge” button. You can also know more about recharging your Plum account here.

Section 3: Setting rewards in Zoho Crm.

Sending the rewards from Zoho CRM (Once you have set up the first two sections, only then proceed to this step):

Individual Reward Distribution

  1. 1.
    Now, go back to the Zoho CRM tab and click on the “Contact/Lead” to whom you wish to send the reward.
  2. 2.
    You will be seeing a button called “Plum Rewards” as shown in the screenshot above. You can choose to edit/modify the button by clicking on the dropdown menu here.
3. Now fill in the details as shown in the image below. Select the campaign created in section 1.
4. Click on Next on the same pop-up to proceed
5. You can choose to personalize the emailer, subject line, and greetings.
6. Click on send rewards to confirm.
Congratulations, you have successfully sent the rewards to the chosen contact.

Workflow-based distribution

  1. 1.
    To create an automated workflow to reward your users, log in to Zoho CRM.
  2. 2.
    Go to the “Settings” tab.
  3. 3.
    Now, click on “Workflow Rules under the Automation tab.
Note: This option is not available in the free version of Zoho CRM.
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4. Now click on the “Create Rule” button as shown in the image below.
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5. Now, you can select the module you want to include in the workflow and name the automation. Please note that this automation workflow is for leads and similar workflows can be created for other modules.
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6. Now, select when the “workflow” needs to be activated.
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7. You can also choose the condition here on which leads to apply this rule to.
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8. Now, in the “Instant Actions”, choose Plum Rewards, select the campaign and activate the workflow.
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9. You will be able to view all the workflows in the dashboard. You can choose to enable or disable the reward workflows here.
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10. Congratulations, you have successfully set up the rewarding workflow for the “Leads” section. Similar workflows can be created in Zoho CRM for different sections such as “Contacts”, “Deals”, etc.
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Last modified 1d ago