Saturday, June 8, 2013

Linking Zoho Creator Apps with CRM | Online Help Zoho CRM

Linking Zoho Creator Apps with CRM | Online Help Zoho 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 and then activate to the selected user profiles. While creating the business application in Zoho Creator you can link with the CRM modules (leads, contacts, accounts, etc.). In addition, you can automatically access your secured Creator Application within CRM using Zoho Single Sign-on (both Zoho CRM and Zoho Creator support Single Sign-On).
In order to demonstrate the integration, we created a simple Travel application in Zoho Creator that helps sales people plan and log travel expenses. They can then associate them with a particular contact or account. In this application, Zoho Creator retrieves a list of accounts directly from the Account module in Zoho CRM. You can build this application easily using drag & drop tools and Deluge scripting in Zoho Creator."

'via Blog this'

1 comment: