The Zoho Projects integration has stopped working. Why?
These are the most common reasons why your Projects Integration could have stopped working:
- The Portal URL has changed: If the Portal URL in Zoho Projects has changed, Zoho CRM cannot fetch projects details and so the integration stops working.
- The Portal owner has changed: The integration is based on the email address of the Portal owner and if this is changed in Zoho Projects, the integration stops working.
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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 ...
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 ...
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 ...
Understanding Roles in Zoho Projects
The roles and access privileges available in Zoho Projects are as follows: Portal Owner Portal Owner (Administrator) is the one who has all the privileges of an administrator. Additionally a portal owner also has permission to access upgrade/billing ...
What are the consequences of deactivating Zoho Projects integration?
When you deactivate Zoho Projects integration: The association of projects under Accounts and Contacts will be removed. The projects, which are created from within Zoho CRM, will still be available in Zoho Projects. So will the users associated with ...