It is important to configure all your Zoho apps correctly before syncing them to the portal. This includes setting up each Zoho product and syncing it with the CRM, deduplicating contacts and ensuring your data and modules relationships are accurate. Here is a quick video that provides a bit more detail:
Welcome to Catalyst Connect’s Client Portal Plugin for WordPress. This application serves to extend Zoho data to third party stakeholders who may need to access or update information throughout the Zoho product suite. There are 3 main benefits to ...
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 ...
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 ...
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 ...
Here is a short list of components needed to successfully run the Portal Plugin: Required Components: We recommend configuring the following items in order: Obtain a License Key by subscribing here Download and connect all your Zoho Apps, learn more ...