Zoho Apps Integration
Zoho CRM Integration
Features
Invite Contacts (Users) to the portal directly from their Contact record.- Share related standard or custom module data from Contacts and/or Accounts.
- Supports Parent/Child and multi-account relationships to the Contact.
- Set up User Profiles for each User to customize the portal experience.
- Customize the portal layout and field permission/access by Profile.
- Set up predefined filters and/or provide user filters.
- Set permissions on a user level, menu level and field level.
- Display CRM records in list or thumbnail views.
- Enable CRM record notes and attachments.
- Trigger Zoho CRM workflow rule automation from portal user actions.
Zoho Books Integration
Features
- Display Books transactions with your organization and allow online payments (make sure to configure a payment gateway first in Zoho Books).
- Enable a main Billing header menu tab (optional) that is collapsible for the User.
- Hide or show these transaction types:
- – Estimates / Quotes
- – Sales Orders
- – Invoices
- – Retainer Invoices
- – Payment Statements
- Select columns to display for each transaction enabled and their status' and set the preferred date format for date field columns.
Zoho Desk Integration
Features
- Users can submit and view tickets in addition to the ticket threads.
- Standard Desk fields are available to display or hide.
- Customize the picklist values within the standard fields to display to the portal User.
- Customize the layout sections and fields and make fields required as needed.
- Knowledgebase can be displayed through the ASAP widget.
- Admins can enable the option for users to see other tickets related through the Account.
Zoho Subscriptions Integration
Features
- Allow Users to view and edit Zoho Subscriptions right within the portal.
- Allow Users to update credit card information.
- Give Users the ability to cancel their subscriptions.
- Customize the products to display from Zoho Subscriptions Product module.
- Option to hide certain Zoho Subscription Plans.
Zoho Sign Integration
Features
- Users can view and download signed documents that were completed via Zoho Sign’s integration with Zoho CRM.
Zoho Vault Integration
Features
- Users can share, view, edit and delete passwords within the shared chamber(s).
Zoho Workdrive Integration
Features
- Give portal users the ability to view, download and upload documents into their specific Workdrive client folder.
- ZPortals' CRM Marketplace extension installs automation that makes automatic client folder creation easy.
- Set up notifications for admins and users when documents are uploaded.
- Set up an additional Workdrive menu as a general resource, download only menu.
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