Can I use the Creator applications that are shared with me?
You can only use the Creator applications that are shared with you if the owner of the application has given you permission to access them. Once you have the permission, you can use the applications in the Web tab that you've created in Zoho CRM.
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Zoho Creator Integration - Overview
Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will ...
Setting up Zoho Creator Integration
Prerequisite Before activating, please make sure that you meet the required criteria mentioned below: You should be an Administrator in the Zoho CRM account. You should have a Zoho Creator account with any edition. If you do not have a Zoho Creator ...
Linking Zoho Creator Apps with CRM
Web tabs functionality can be used to access the applications created in Zoho Creator and link with the Zoho CRM data. In order to access the Creator application within Zoho CRM, design an application in Zoho Creator, add it as a web tab inside CRM ...
Setting up a follow-up routine to qualify leads for loan applications
Feature: Workflow Rule | Edition: Enterprise Scenario Michael Andrew is a loan officer who evaluates and authorizes loans to small and medium-sized enterprises, and self-employed individuals. A week back, his company announced about a "Smart ...
Can I change the Zoho Creator application that I access through the web tab?
Yes, as an administrator, you can always edit the web tab details and change the link to give access to different Zoho Creator applications.