Zoho CRM Check
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 ...
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 ...
Lookup Fields and Custom Modules
In order to relate any module to a Portal user, you must have a lookup field for the Account and/or Contact. When planning out your client portal, it is important to identify what you would like to expose to your clients make sure it has the ...
Deduplicate Contacts
A requirement of ZPortals is that there can be no duplicate Contacts by email address in order for our portal to work. To ensure that you have no duplicate contacts follow these steps: Go to Settings>Modules and Fields Choose Contacts > Standard ...