📱 Secure Zoho CRM Access with Microsoft Intune #

Zero Trust Device Security for Your Sales & CRM Hub #

Your sales and support teams access critical deals, contact databases, and analytics from everywhere—office laptops, home PCs, or mobile devices.
IT Partner's Zoho CRM + Intune Integration ensures only secure, managed, and compliant devices can access your valuable sales data.

🔒 What This Integration Does #

We connect Microsoft Intune with Zoho CRM to enable:

• 📱 Device compliance enforcement before granting Zoho CRM access
• 🛡️ Conditional Access via Microsoft Entra ID (based on location, device risk, user role)
• 📁 App protection policies for the Zoho CRM mobile app and browser sessions
• 🚨 Real-time access revocation for lost, stolen, or non-compliant devices
• 📊 Centralized monitoring of all device access patterns in Microsoft Endpoint Manager

💡 Why It Matters #

Without Intune:

• ❌ Zoho CRM accessed from unsecured personal devices, risking data leakage
• ❌ No control over data copying, pasting, or saving from the Zoho CRM mobile app
• ❌ Lost or stolen devices remain an open gateway to your sales assets and customer data

With Intune:
✅ Block access from jailbroken, outdated, or non-compliant devices
✅ Prevent data leakage via copy/paste and save-as restrictions in the Zoho CRM mobile app
✅ Remotely wipe only corporate data from Zoho CRM without affecting personal content on employee-owned devices

🚀 Key Benefits #

• Enforce Zero Trust Access: Ensure only compliant, trusted devices can access your Zoho CRM portal, protecting your sales IP and customer database.
• Enable Secure Mobile Work: Sales teams access Zoho CRM from any device while maintaining enterprise-grade security.
• Reduce Data Breach Risk: Automatically detect and block risky access attempts, preventing unauthorized data exposure.
• BYOD Compliance: Secure corporate data on personal devices without full device management.
• Centralized Control: Manage Zoho CRM access policies from Microsoft Endpoint Manager alongside other apps.

⚙️ How It Works #

1. Device Enrollment and Compliance:

   • Enroll devices in Intune for compliance monitoring
   • Configure compliance policies (OS version, encryption, jailbreak detection)

2. Conditional Access Setup (requires Entra ID P1/P2):

   • Create Conditional Access policies for Zoho CRM SSO
   • Access attempts are evaluated in real-time by Entra ID Conditional Access
   • Non-compliant devices are blocked from accessing Zoho CRM data

Technical Requirements:

• Zoho CRM Professional or Enterprise tier (required for SAML/SSO)
• Microsoft Intune Plan 1 (included in Microsoft 365 Business Premium, E3, or E5)
• Microsoft Entra ID P1 (minimum requirement for Conditional Access)

⚠️ Limitations #

• Browser-based access: Primary control is granting or denying access to the session; fine-grained in-session controls are limited.
• Windows/Mac desktop apps: These typically require third-party MDM solutions for full device-level management beyond browser control.
• Offline data: Protection of downloaded data for offline use may have limitations depending on the device and app version.

🎯 Who's This For? #

• Sales teams with remote members accessing Zoho CRM from various locations and devices.
• Companies storing PII in Zoho CRM (contact details, form submissions) requiring compliance with data protection laws.
• IT teams supporting a BYOD (Bring Your Own Device) culture who need to secure corporate data on personal devices.

🏆 Why Choose IT Partner LLC #

• Microsoft Intune Specialists: Deep expertise in deploying and configuring modern endpoint management.
• Zoho CRM Integration Experience: Proven track record of securing sales SaaS platforms.
• Business-Outcome Focus: We implement solutions that balance robust security with user productivity.

💬 Enable Secure & Productive Access to Zoho CRM Today #

Protect your sales data and empower your team with secure, mobile access.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams