Zoho Projects Integration
Can I export contacts from Zoho CRM to Google Apps?
No, you cannot export contacts from Zoho CRM to Google Apps. You can only import the Google Contacts into Zoho CRM.
How many records can be selected at a time?
The number of records that can be selected depends on the user's Zoho CRM edition. The following table provides the number of records that can be selected at a time. Enterprise Professional Free 100 100 50
My CRM records are not being updated with the Survey responses. Why?
Zoho CRM integration with Zoho Survey enables automatic update of CRM records with Survey responses. In order for this automatic update to work seamlessly, you must have mapped CRM records with the respective Survey questions before sending out a ...
My Visits tab appears to have no data. Why?
It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to Settings > Integration. Under the CRM Configuration ...
I am not able to view the Visits tab. Why?
If your administrator has restricted Tab Visibility for the Visits tab for your profile, you will not be able to view it. In order to resolve this, request your administrator to enable this permission for your profile.
Is the Zoho SalesIQ integration applicable for all editions of Zoho CRM?
Yes.It is applicable for all editions of Zoho CRM including Free and Trial editions.
I am not able to Enable the Zoho SalesIQ integration with Zoho CRM. Why?
Following are some reasons why you may not be able to Enable Zoho SalesIQ integration with Zoho CRM. There is already a module called “Visits” in your CRM account. It could be a custom module that has been created or a module that has been renamed. ...
What happens if an agent misses an incoming chat?
If an agent misses an incoming chat, a task is created for the missed chat by default and is automatically assigned to the record owner.
What are the elements included in Zoho CRM after Zoho SalesIQ has been integrated?
A new Visits tab appears in Zoho CRM. A Visit Summary section appears in the Leads/Contacts Details page. A Related List for Visitor Tracking is created.
I am not receiving notifications in my CRM account about users’ visits to my website. What could the reasons be?
If you are not receiving notifications for visits, the primary reason could be that those visits do not meet the Tracking Rules set by the administrator. In this case, Click Setup > Apps & Add-ons > Zoho Apps > Visitor Tracking ...
Who are the leads/contacts created assigned to?
The assignment of lead/contact is based on the following options. You can choose any one of them. Chat attendee Zoho CRM user
I am not able to create a project from the Contacts module. Why?
There are two reasons why a project cannot be created from the Contacts module. There is no email address associated with that contact There is no account associated with that contact.
What happens if I deactivate a user added to a project in Zoho CRM?
When you deactivate a user in Zoho CRM, you stop them from accessing your Zoho CRM account. However, the deactivated user can continue to work on the project from the Zoho Projects account, provided he has access to it.
What happens if I change the portal associated to my Zoho CRM account?
A portal associated to your CRM account can be changed by a CRM user with administrative privileges. However the integration stops working on changing the portal. If you are changing the portal owner or regenerating the ZSC Key for security reasons, ...
Can I change the portal associated to my CRM account?
Yes, you can change the portal associated with your Zoho CRM account. Please note that only the user with administrative privileges can change the existing portal and associate another portal. Note: While changing a portal, all projects and the ...
How do I generate a ZSC key in Zoho Projects?
ZSC Key refers to the Zoho Service Communication Key. This is required to integrate another user’s Zoho Projects Portal with your Zoho CRM account. To generate the ZSC key in Zoho Projects, Log in to the desired Zoho Projects account with ...
Why am I not able to create or associate a project to a contact or deal?
You can create or associate a project to a contact or deal only if it is associated to an account in Zoho CRM. Note: It is also necessary that the contact has a valid email address.
Is it possible to view and associate archived projects to a Zoho CRM account?
No, it is only possible to view and associate active projects to Zoho CRM accounts.
What will be the role of the Zoho CRM users in Zoho Projects?
While configuring the Zoho Projects Integration, when a CRM user is added to a portal, the user is assigned the role of the Joint Administrator in Zoho Projects. While creating a project, the Zoho CRM user who is added as one of the project users ...
Why am I not able to see my Zoho Projects' users while associating a portal to my Zoho CRM account?
While associating an existing portal to your CRM account only active and confirmed users of your Zoho CRM account will be listed under the portal users section. You will not be able to associate the users who are part of Zoho Projects but not Zoho ...
I do not have a Projects portal. Can I create one from Zoho CRM?
Yes. You can create a new Zoho Projects portal from within Zoho CRM and then integrate the portal with your account. To configure a new portal: Click Settings > Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, ...
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.
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 ...
I am not able to create a project from the Contacts module. Why?
There are two reasons why a project cannot be created from the Contacts module: There is no email address associated with that contact There is no account associated with that contact
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 ...
How can I integrate Zoho CRM with Zoho Projects in order to have everything in one place?
Follow these steps for the Zoho Projects-CRM integration: Login to Zoho CRM with Administrator privileges. Go to Setup > Marketplace > Zoho > Zoho Projects. In the Zoho Projects Integration page, click Get Started. Zoho CRM is now integrated with ...