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Zoho Books Setup for Contact Based Portal
Books: Please ensure that Zoho Books and Zoho CRM are integrated. In Zoho CRM navigate to Settings > Marketplace > Zoho and search for Zoho Finance (if you have Zoho One subscription) or Zoho Books. The options will be to Setup Now or Manage. For a ...
3.9 - Inventory Setup (eCommerce)
In order to view eCommerce page, make sure the WordPress page is configured along with the short code provided in the setup instructions: Integrate Zoho Inventory with Zoho CRM (refer to Section 3 "Configuring your Zoho Apps") Once the page is ...
3.1 - CRM Setup
Here is a quick overview of the CRM setup:
3.6 - Zoho Sign Setup
Prior to enabling Zoho Sign in the Portal Plugin, please ensure the following: The Zoho Sign extension for the CRM has been installed in the CRM's Marketplace: Back in the portal, navigate to Zoho API Settings > Zoho Sign Authorize the ...
3.3 - Desk Setup
Ensure CRM and Desk are integrated by going to CRM settings > Marketplace > Zoho. Back in the portal, navigate to Zoho API Settings > Zoho Desk. Enable the integration. Enter the Organization Id and authorize Desk. Follow the instructions in ...