SugarCRM for Zoho Projects

SugarCRM for Zoho Projects

Key Points

  1. Easy-access:
    1. Associate projects of SugarCRM with Zoho Projects
  2. Increase opportunities:
    1. Map SugarCRM Modules in Zoho Projects
  3. Grow your contacts:
    1. Create SugarCRM Projects from Zoho Projects
  4. Auto-mapping:
    1. 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

  1.  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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