Zoho Apps Integration

Zoho Apps Intergration  >  Zoho CRM 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 Profiles for each User to customize access to enabled modules and webtabs.

  Customize the portal layout and field permission/access by Profile.

  Use CRM views to limit the records a User can see.

  Set up filters and enable universal search as tools for end users to quickly find their records.

  Allow Users to view, edit, delete or add records and update the CRM in real time.

  Display record attachments in a list or gallery view.

  Set your preferred date format.

Zoho CRM Integrations Limitations

  Layout rules are not supported.

  CRM views when enabled in Data Relationship, are universal based on the criteria of the view, not by        User.

  Field validation or dependencies is not available.

Zoho Apps Intergration  >  Zoho Books Integration

Zoho Books Integration Features

Display User’s 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
      • Sales Orders
      • Invoices
      • Retainer Invoices
      • Payment Statements

Set your preferred date format.

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