Install for Zoho CRM

1. Install Sloose for Zoho CRM from Zoho Marketplace. It adds a Sloose tab to your CRM.
2. Open the tab. On first use it asks you to sign in with Zoho and, if you are an administrator, to connect the org. Connecting grants Sloose read access to your module and field metadata so it can discover what is there.
3. Discovery runs once. You then choose which modules Sloose may import into and, optionally, annotate fields so auto-mapping knows what they mean.

Sloose never stores your CRM records. Rows you import stay in your browser until they are written to Zoho. If you enable AI features, only the samples you allow leave your browser, and fields you mark as personal data are masked first.