Understanding Zoho API Settings

Understanding 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 CRM. 

For example, if your client is XYZ Industries and John Doe works at XYZ Industries, you will enter XYZ Industries as an Account in Zoho CRM and John as a Contact who belongs to the XYZ Industries account. You will then be able to invite John (a Contact in Zoho CRM) to the portal. By default upon logging in, he will be able to see all records related to the Account he belongs to. It is very important to have your Zoho system configured correctly to ensure that John has access to support tickets, invoices etc. that belong to XYZ Industries.