Zoho Apps Integration
Select the app below to find out what is supported
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.
CRM views when enabled in Data Relationship, are universal based on the criteria of the view, not by User.
Field validation and field name customization is not available.
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:
– Sales Orders
– 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 Desk Integration Features
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 Desk Integration Limitations
Custom fields are unavailable.
Only one department and support email address are supported.
Zoho Subscriptions Integration Features
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
Zoho Vault Integration Features
Users can share, view, edit and delete passwords within the shared chamber(s).
Zoho Workdrive Integration Features
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
Make sure you install the extension for Workdrive in Zoho CRM.
It does not allow Users to delete any documents.
Users cannot edit documents live-files must be downloaded first for editing and re-uploaded.
Zoho Inventroy Integration Features
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: email@example.com.
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