Connecting Zoho Subscriptions
Prerequisites: Connecting Zoho CRM Sync Zoho CRM with Zoho Finance To setup Zoho Subscriptions you need to grab your Organization ID from your Zoho Subscriptions Account (see screenshot below) and authorize. You must be logged into Zoho in the same ...
Connecting Zoho Workdrive
Prerequisites: Connecting Zoho CRM To setup Zoho Workdrive you need to go to ZPortals>Zoho API Settings>Workdrive and click Activate Workdrive Integration and then click the blue Authorize button. You must be logged into Zoho in the same browser as ...
Connecting Zoho Vault
Prerequisites: Zoho Vault must be added to your Zoho One Apps To setup Zoho Vault you need to go to ZPortals>Zoho API Settings>Zoho Vault and click Activate Vault Integration and then click the blue Authorize button. You must be logged into Zoho in ...
Connecting Zoho CRM
Choose your domain type in the drop down that matches your Zoho account domain, i.e. https://zoho.com for USA, https://zoho.eu for Europe, etc and Select your Default Portal Type. See Account Based vs Contact Based Portal Types for more details. ...
Sync Zoho CRM with Zoho Finance
In your Zoho CRM, navigate to Settings - Marketplace - Zoho to review or setup integrations: The Zoho Finance and Zoho CRM integration: This includes Zoho Books, Zoho Subscriptions and Zoho Inventory Enable the Finance ...