SugarCRM for Zoho Projects
Key Points
Easy-access:
Associate projects of SugarCRM with Zoho Projects
Increase opportunities:
Map SugarCRM Modules in Zoho Projects
Grow your contacts:
Create SugarCRM Projects from Zoho Projects
Auto-mapping:
Create SugarCRM Tasks from Zoho Projects
Step 1
Setting Up
1. Install the plugin from Zoho Desk Marketplace listings
2. Select the Portal
3. Select Projects and Accessibility for Users and Profiles
Step 2
Authorize Zoho Projects
- Authorize the SugarCRM Zoho Projects.
Step 3
Authorize SugarCRM Projects
1. Give SugarCRM Domain URL, User Name, Password of SugarCRM Project.
Step 4
Select Modules
1. Select the SugarCRM modules,which need to be displayed in Zoho Projects.
Step 5
Mapping Projects
1. Finally, Mapping the SugarCRM projects with Zoho Projects.
Step 6
Listing Data
1. We can view the SugarCRM modules data in Zoho Projects.
2. We can change the status from Zoho Projects to SugarCRM.
All set go , Explore SugarCRM for Zoho Projects Integration and contact us For any support
help@oapps.xyz
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