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Supported Features

Account Deactivation Account Creation

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Integration Setup

In the MoneyForward Admina integration screen, search for Zoho CRM and click Connect. Zoho CRM search screen You will be redirected to the Zoho CRM login screen. Enter your preferred login method or the email address and password for Zoho CRM, then log in. Zoho CRM login screen After logging in to Zoho CRM, the consent screen will appear. Click Accept. Consent screen Once the integration with Zoho CRM is successful, the registered user information will appear in the account list. If the process does not complete successfully, go to the Status tab on the integration screen, click Edit, and try connecting again. If the issue persists, please contact us via chat. For an overview of the Zoho CRM integration, see the integration page.
Last modified on June 18, 2026