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 section of Marketplace):
The extension for Zoho Sign:
This extension adds or edits the following modules in the CRM to show Zoho signed documents as they relate to Contacts and Accounts.
Click on the highlighted icon to view the fields added in each module:
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 ...
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 ...
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. ...
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 ...
Installing the CRM Extension
To be able to send invitations and track login information you need to install our extension. You can do so here or by navigating to Settings>Marketplace> All in your Zoho CRM and searching Z Portals