Requirements for ZPortals
In order to set up and use ZPortals you will need to have the following:
- Paid Version of Zoho CRM (Zoho One, Standard, Professional, Enterprise, Ultimate, CRM Plus)
- Wordpress 5.7 (Installing Wordpress)
- PHP 7.4 or higher
- No duplicate Contacts in CRM (see how to check and resolve duplicate contacts)
- A ZPortals License (Obtaining a License Key)
Add Wordpress Page(s)
First thing first, Grab your shortcode. Navigate to ZPortals>Info>Portal Page Setup and copy your shortcode. The procedure is the same for both the Portal shortcode and Ecommerce shortcodes Once you have your shortcode copied navigate to the Pages ...
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 ...
Plugin: An application or tool that is installed onto Wordpress to increase features. Example: ZPortals is a plugin App/Application: The Zoho tools we integrate with. Example: Zoho CRM, Zoho Books, etc. Module: A group of data records within ...
Intro to CRM Extension
Our CRM Extension enables you to extend ZPortals plugin and automate user invites, auto approval, and a few other handy things. Once installed you can map your domain, customize the invitation email template, and start the setup for your invitation ...