Why am I not able to see my Zoho Projects' users while associating a portal to my Zoho CRM account?

Why am I not able to see my Zoho Projects' users while associating a portal to my Zoho CRM account?

While associating an existing portal to your CRM account only active and confirmed users of your Zoho CRM account will be listed under the portal users section. You will not be able to associate the users who are part of Zoho Projects but not Zoho CRM.

    • Related Articles

    • Zoho Projects Integration - Overview

      Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...
    • 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 ...
    • Import Google Apps Users into Zoho Projects

      You can easily import Google Apps users into Zoho Projects. You can import the users for a portal or any selected project. However, you can import Google Apps users into Zoho Projects, only if have integrated your Google Apps account with Zoho ...
    • I do not have a Projects portal. Can I create one from Zoho CRM?

      Yes. You can create a new Zoho Projects portal from within Zoho CRM and then integrate the portal with your account. To configure a new portal: Click Settings > Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, ...
    • Working with Zoho Projects Integration

      Create a Project You can create projects for Accounts, Contacts and Deals in Zoho CRM. The users in your CRM account can create or associate projects if they have permission to do so. Note The user should have Create Project permission in Zoho ...