User Guide: GetDocket - DocketBird to Zoho CRM

Step 1: Install the “GetDocket – DocketBird to Zoho” CRM from Zoho Marketplace.

Step 2: Open Zoho CRM Setup Page > Marketplace > GetDocket – DocketBird to Zoho (Click on Configure).

Step 3: Copy the Webhook URL from the Properties and set it in your DocketBird account

*Further details: 

  1. The Notes Search allows you to search the note based on its Title and Content.
  2. If the Keyword you are searching for is not in the note then the space will show as No Notes Found.

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