Zoho CRM Extension
Setting Up the Workflow
When you install our CRM Extension it creates a Button and Workflow that you can use to send out invites. (Disabled by default). If you would like to use this workflow, go to Settings>Workflow Rules Toggle the Workflow "Send Portal Registration ...
Customizing Invitation Template
Once you have installed our CRM Extension, you can customize the email invitation to fit your brand and message. Start by going to Settings>Templates in Zoho CRM and choosing the New User Registration template. Once inside you can add additional ...
Configuring the CRM Extension
After you have created your page on your Wordpress site you need to add the URL into the CRM Extension. Your Portal Registration URL should include the https:// and not have a trailing "/"
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 ...
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