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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 ...
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. ...
Add Wordpress Page(s)
Now that the plugin is configured and the Zoho apps are connected, it’s time to set up the WordPress page that will allow Users to access the portal. From the Info tab of the plugin, copy the short code for the portal page: Navigate to the ...
Zoho CRM Configuration
All Zoho apps (except for Zoho Vault) to be displayed as menu tabs in the portal need to be integrated with the CRM. This includes setting up each Zoho product and syncing it with the CRM, deduplicating CRM contacts and verifying that your data and ...
License Page Overview
This menu tab gives an overview of connected Zoho Apps, the account details and usage broken down by available and used API calls, by current day, month over month and API usage by Zoho App. The subscription renews on the date of signup, for example ...