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Introduction
Welcome to our comprehensive guide on using custom URL for Zoho CRM. As a business owner, you understand the importance of having a customer relationship management (CRM) system in place. Zoho CRM is one of the most popular cloud-based CRM software solutions available, allowing you to manage your business more effectively. However, did you know that you can further customize your Zoho CRM experience by using a custom URL? In this article, we will explore the benefits of using a custom URL for Zoho CRM and guide you through the process of creating one for your business.
Having a custom URL for your Zoho CRM account can offer several benefits to your business. Firstly, it can improve your branding by making it easier for your customers to recognize your brand on the internet. Secondly, a custom URL can make your business more professional and increase credibility with customers. Finally, it can make it easier for your team to access the CRM system, especially if you have a complex domain name.
So, let’s dive into the details of creating a custom URL for Zoho CRM, and how it can be beneficial to your business.
Using Custom URL for Zoho CRM: A Detailed Explanation
Creating a custom URL for your Zoho CRM account is a relatively simple process. Before we get started, ensure that you have a custom domain name for your business. You can buy a custom domain name from several domain registrars such as GoDaddy, Namecheap, or Bluehost. Once you have a custom domain name, follow these steps:
Step 1: Verify Your Domain Ownership
Before you can create a custom URL for Zoho CRM, you need to verify that you own the domain. To perform domain verification, login to your domain registrar’s account and find the DNS management section. Add a new TXT record with the verification code provided by Zoho. Once the DNS record is propagated, Zoho will verify your ownership of the domain.
Step 2: Create a CNAME Record
After verifying domain ownership, the next step is to create a CNAME record. A CNAME record allows you to map your custom domain name to your Zoho CRM account. To create a CNAME record, go to the DNS management section of your domain registrar’s account, and create a new record with the following details:
| Type | Host | Value |
|---|---|---|
| CNAME | crm | crm.zoho.com |
Step 3: Configure Zoho CRM with Custom Domain Name
After creating a CNAME record, the final step is to configure Zoho CRM with your custom domain name. To do this, login to your Zoho CRM account, go to Setup > General > Domain Configuration, and click on the “Add” button. Enter your custom domain name and click on “Save.” Zoho CRM will now be accessible via your custom domain name.
FAQs
1. Do I need to buy a custom domain name to use a custom URL for Zoho CRM?
Yes, you need to have a domain name to use a custom URL for Zoho CRM. You can buy a domain name from several domain registrars.
2. Can I change my custom domain name later?
Yes, you can change your custom domain name later by updating the CNAME record and domain configuration settings in Zoho CRM.
3. How long does it take to verify domain ownership?
Domain verification can take up to 48 hours, depending on your domain registrar’s DNS propagation time.
4. Will my Zoho CRM data be affected by changing the domain name?
No, changing the domain name will not affect your Zoho CRM data.
5. Can I use a subdomain for my custom URL?
Yes, you can use a subdomain for your custom URL, such as crm.mydomain.com.
6. Do I need any technical knowledge to create a custom URL for Zoho CRM?
You do not need any technical knowledge to create a custom URL for Zoho CRM. However, some familiarity with DNS management may be helpful.
7. Can I use HTTPS with my custom URL?
Yes, you can use HTTPS with your custom URL. However, you need to install an SSL certificate on your server to enable HTTPS.
Conclusion
Using a custom URL for Zoho CRM can provide several benefits to your business, including improving branding, increasing credibility, and making it easier to access the CRM system. The process of creating a custom URL is relatively simple and can be done in a few simple steps.
If you want to enhance your Zoho CRM experience, we highly recommend creating a custom URL. By following the steps outlined in this article, you can create a custom URL for your Zoho CRM account and improve your business’s online presence.
Closing or Disclaimer
We hope this guide has been helpful in providing you with all the information you need to create a custom URL for Zoho CRM. However, please note that we cannot be held responsible for any issues that may arise from following the instructions in this guide. Please ensure that you understand the process completely and seek professional advice if needed.
Thank you for reading!
