What is client account mapping?

Client Account Mapping is an option provided as part of this integration. In this step, Zoho CRM looks for a match between Clients (in Zoho Projects) and Accounts (in Zoho CRM). Once it makes a match, projects classified under the Clients are automatically associated with the respective matching account in Zoho CRM, thus saving you a lot of time and effort.

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• I skipped Client-account mapping during integration. Can I enable this option later?

  No. Client account mapping is a one-time process. Once you skip this step, you cannot get back to it after integration. The only way to enable this again would be to deactivate the Projects portal integration and configure it again.

• There are only 5 accounts and clients displayed on screen when I enable client-account mapping. What happens to the other clients?

  The 5 accounts and clients displayed on screen during client account mapping are just samples, for your reference. You don’t have to worry about other records. All of them will be mapped and an email with an Excel sheet listing all the mapped and ...

• When to use Lead conversion mapping and Map dependency field?

  Lead conversion mapping : Lead conversion mapping is used to map the fields in different modules, whereas map dependency field creates dependencies between two fields belonging to the same module. The main goal of lead conversion mapping is to move ...

• Can I configure more than one Client account with Zoho CRM?

  Yes. If the Google AdWords account being integrated is an MCC account, you can select any or all client accounts that you would want to be tracked inside Zoho CRM.

• Can I choose another list of client accounts at a later point after Google AdWords integration?

  Yes. You can choose a different set of client accounts that you want to be tracked inside Zoho CRM at any point after integration. However, this does not erase the details fetched from the previous accounts. Zoho CRM will simply stop tracking the ...