Zoho Projects supports Zoho CRM integration which helps you manage the deals you win and track them using projects from CRM with ease. CRM task integration Bi-directional sync (Two-way sync) is enabled for task updates and comments from Zoho CRM to ...
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 ...
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 ...
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 ...
You can set up your sync settings to schedule periodic syncing of all your contacts and leads between Zoho CRM and Zoho MarketingHub on a daily, weekly, or monthly basis. Types of sync There are two types of sync that you can setup. They are: ...