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.
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 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 ...
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 ...
Sync Zoho CRM with Zoho Desk
In our plugin you are able to sync with one department from Zoho Desk, however before you can set it up in ZPortals you need to configure it in Zoho CRM first. In your Zoho CRM, navigate to Settings - Marketplace - Zoho to review or setup ...
Zoho Sign to Zoho CRM Integration
The Zoho Sign integration within Zoho CRM adds a few modules, fields and buttons to your CRM which allow you to send data from the CRM into Zoho Sign. Zoho Sign needs to be installed from the All Marketplace section of the CRM (not from the Zoho ...