Zoho Apps Integration
Want To Know What Is Supported In Each App?
Zoho CRM Integration
Zoho Books Integration
Zoho Desk Integration
Zoho Subscriptions Integration
Zoho Sign Integration
Zoho Vault Integration
Zoho Workdrive Integration
Zoho Inventory Integration
Coming Soon
Zoho Projects
View milestones and tasks in collapsible
formats with percentage completion
Zoho CRM
Related lists within a record, hyperlinking images, creating custom buttons for CRM actions and layout rules
Zoho Canvas
Better UI flexibility and customization tools
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Value Add Features:
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Custom Domain
Easy domain implementation that makes sense
Custom Branding
Create useful and custom home page dashboards using various design elements
Indirect Zoho Integrations
Zoho Analytics, Zoho Forms, Zoho Creator just to name a few
Zoho Apps Integration > 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 Integration Limitations
Layout rules are not supported.
Related lists are not visible within a record.
CRM views when enabled in Data Relationship, are universal based on the criteria of the view, not by User.
No Blueprint / Journey or step by step process is available.
Zoho Apps Integration > 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.
Triggers workflows and approval processes set up in Zoho Books.
Zoho Books Integration Limitations
No customization of the invoice to display.
Zoho Apps Integration > Zoho Desk Integration
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.
Zoho Desk Integration Limitations
Custom fields are unavailable.
Only one department and support email address are supported.
Contacts will see their own tickets (not those of other contacts within the Account).
Zoho Apps Integration > Zoho Subscriptions Integration
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.
Hide Zoho Subscription Plans.
Zoho Apps Integration > Zoho Sign Integration
Zoho Sign Integration Features
Users can view and download signed documents that were completed via Zoho Sign’s app.
Zoho Sign Integration Limitations
Does not display pending documents, only fully executed docs.
Zoho Apps Integration > Zoho Vault Integration
Zoho Vault Integration Features
Users can share, view, edit and delete passwords within the shared chamber(s).
Zoho Apps Integration > Zoho Workdrive Integration
Zoho Workdrive Integration Features
Client documentation management is possible by giving users the ability to view, download and
upload documents into their specific Workdrive client folder.
Automation between the Workdrive and CRM integration makes managing access for Users easy.
Set up notifications for CRM record owners and Users when documents are uploaded.
Customize the email template for the notification.
Zoho Workdrive Integration Limitations
For ease of use, make sure you install the extension for Workdrive in Zoho CRM.
It does not allow Users to delete any documents.
Access settings apply to the root folder for each User’s account, i.e., you cannot have one subfolder with view permissions and
another with view and edit permissions.
Zoho Inventroy Integration Features
Create an online store for Users to purchase products directly from your Zoho Inventory.
Display only active products from Zoho Inventory.
Show or hide certain standard Product fields.
Show categories and warehouse and provide users with filter options based on standard Zoho Inventory fields.
Configure coupon codes for the User to apply at checkout.
Setup a custom landing page for successful checkout and enter the redirect URL.
Zoho Inventory Integration Limitations
The number of fields to display are limited to Description, Name, Tags, Quantity and Price.
Integration with Woocommerce is possible under certain conditions. Contact support for details: support@zportals.com.
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