App, i.e., “Application” is generally defined as software that runs off of a web based server. Zportals is a plugin installed in Wordpress and will generally be referred to as “plugin.” Within each Zoho application, there are independent as well as ...
Welcome to ZPortals Web Portals for Zoho. This application serves to extend Zoho data to your clients or stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to using this app to ...
Zoho API Settings
The plugin works with a number of Zoho applications, however Zoho CRM must be connected to the plugin first. All subsequent Zoho Apps must be integrated with Zoho CRM with their corresponding data linked to the Account (and/or Contact) record in the ...
Portal Type - Contact Based / Account Based Setup
There is also a possibility that you do not use the Zoho CRM Accounts module and all tickets, invoices, etc. are tied directly to the Contact. We offer two Portal Types to optimize the User experience - Account Based portal and Contact Based portal. ...
Configure Zoho Desk
Use this integration for frontend Users to submit and view tickets directly from Zoho Desk. Refer to the instructions page here for initial configuration steps. Ensure that Zoho Desk and Zoho CRM are integrated. See this article for more information. ...