Can I configure more than one Client account with Zoho CRM?
Yes. If the Google AdWords account being integrated is an MCC account, you can select any or all client accounts that you would want to be tracked inside Zoho CRM.
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Client users
A company or organization for whom the projects are done, is called a client company E.g., Bowman Furniture's is a client company. A user who can view the progress of the client company project, Eg: paul@bowman.com is the client user of that ...
Import client users from Zoho CRM
Login to Zoho CRM. Click in the upper-right corner. Click Setup. Navigate to the EXTENSIONS & APIS section and click APIs. Click the Zoho Service Communication (ZSC) Key tab. Login to Zoho Projects and click in the upper-right corner. Navigate to ...
Import client users from Zoho CRM
Login to Zoho CRM. Click in the upper-right corner. Click Setup. Navigate to the EXTENSIONS & APIS section and click APIs. Click the Zoho Service Communication (ZSC) Key tab. Login to Zoho Projects and click in the upper-right corner. Navigate to ...
What is client account mapping?
Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are ...
Configure Zoho Projects Integration
Enable Zoho Projects Integration To enable the integration Log into your Zoho CRM account with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Free Edition users ...