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 Management Software such as Zoho Projects comes to the rescue. With several tools to plan tasks, set milestones and delegate responsibilities, Zoho Projects is a perfect service to manage your projects.
When this tool is integrated with a CRM system, the possibilities are even more incredible. This integration between Zoho CRM and Zoho Projects helps you manage your tasks even more efficiently and make better business decisions as you can now associate these projects with customers.
For example, if your sales reps have won new deals from your customers, they can create and manage a project associated with those customers from within Zoho CRM instantly. They can easily see the number of projects associated with a customer and gain insights that help them make better deals in the future. This integration makes you not only a more efficient manager but a wiser business person.
With the integration of Zoho CRM with Zoho Projects, all projects added inside Zoho CRM get updated in the corresponding Zoho Projects account and vice versa. Once Zoho Projects is integrated with Zoho CRM, you can do the following:
- Create a portal or associate an existing portal
- Add Projects to a portal
- Enable client account mapping
- Associate or create projects in the Accounts, Contacts and the Potentials modules
- Associate Projects details after a call
- Perform all Project related functions from within Zoho CRM
- Keep all internal users and customers in sync
- Monitor all project activity related to your clients from a single place
- Measure project progress
- Automate client account mapping
- Visibility into every stage of your project
Related Articles
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 ...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 ...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 ...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 ...