Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints

Extension pointers for integrating Zoho CRM with Zoho products #5: Manage your Zoho CRM project deals with agile methods by integrating Zoho Sprints

Sprints play a critical role in agile methodology as they involve breaking work down into smaller, deliverable, and implementable pieces to ensure smooth, frequent, and timely delivery.

Zoho Sprints follows the agile project management process. The diagram below depicts an overview of the general hierarchy used in Zoho Sprints.

As a business user, you can create multiple teams if you run multiple firms. Depending on your firm's work, you can create subdivisions within each team as Projects, and within each project, you can further break work down into smaller items known as work items. These work items can be of various types, such as a story, a bug, or a task. Each work item can be assigned a priority of None, Low, Medium, or High, based on its urgency and importance. You can create work items and store them in your project backlog space, and the team can later move the top priority work items from the backlog to your sprint space based on business delivery needs.

With multiple phases involved in the agile life cycle management process, analysis is a significant part where the requirement is analyzed in order to proceed to the next implementation phase. For the demo example, let's look at how we can push a backlog item into Zoho Sprints in order to analyze the deal work and move it as a sprint work item when it's ready for implementation.

Creating a connector for Zoho Sprints and adding connector APIs:

Create a new connector in your extension for Zoho Sprints using the Connectors feature under Utilities in the left panel of the Zoho Developer console. 

Note: Zoho Sprints follows OAuth 2.0 protocols for authentication. You can see how to register Zoho products and retrieve your client credentials here.



The connector details for our example are:

Request Token URL
Access Token URL
Refresh Token URL
Scopes
ZohoSprints.teams.READ,ZohoSprints.projects.READ,ZohoSprints.sprints.READ,ZohoSprints.items.READ,ZohoSprints.items.CREATE&access_type=offline

Add the necessary connector APIs for your functionality. Please refer to the Zoho Sprints API guide for details. 



The Zoho Sprints REST APIs we added for our example are:


Note: You can refer to this post to see the detailed steps involved in creating a connector, adding the connector APIs, and associating it with the extension.

Obtaining the IDs required to invoke the CREATE ITEM API through a settings widget

In our example, a backlog item is created in Zoho Sprints inside a particular team's project backlog space. For the item to be created in the right location, it is necessary to pass the
required parameters (team ID, project ID, backlog ID, deal name, item type ID, project priority ID) to the respective API.

Here the "deal name" parameter is obtained by getting the record details of that particular deal using the getRecordById API.

Since the other required parameters are user specific, these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required. Thus the variables are created as CRM variables with the Variable Status as Hidden in the extension. Their values are obtained as follows:



➤ Creating a settings widget: We have created a settings widget in our extension in order to retrieve the user-specific IDs and to set the values to the CRM variables.

Settings widget js code snippet - Please find the attachment for the js code snippet

Creating a workflow in the Deals module and associating a custom function to it:

Consider the following scenario: When a deal is moved to the Needs Analysis phase, a workflow is triggered that pushes the deal-related data as a backlog item into a specific team's project backlog space in Zoho Sprints. To accomplish this, let's create a workflow rule called Create work item using the Workflow feature under the Automate section of the Zoho Developer console, and then associate a custom function called Createitem to perform the desired action.

Createitem - custom function code

/*Fetching the description of the deal to be passed as the backlog item name while invoking the CREATE ITEM connector API */
response = zoho.crm.getRecordById("Deals",deal.get("Deals.ID").toLong());
Name = response.get("Deal_Name");
Name = zoho.encryption.urlEncode(Name);
Description = response.get("Description");
Description = zoho.encryption.urlEncode(Description);
dynamic_map = Map();
//Fetching the parameters required for the invoking the CREATE ITEM connector API 
teamid = zoho.crm.getOrgVariable("testing70__Team");
projectid = zoho.crm.getOrgVariable("testing70__Project");
backlogid = zoho.crm.getOrgVariable("testing70__Backlog_Id");
itemtype = zoho.crm.getOrgVariable("testing70__Item_type");
priorityid = zoho.crm.getOrgVariable("testing70__Priority_Id");
//Mapping the parameters
dynamic_map.put("teamid",teamid);
dynamic_map.put("projectid",projectid);
dynamic_map.put("backlogid",backlogid);
dynamic_map.put("dealdesc",Description);
dynamic_map.put("dealname",Name);
dynamic_map.put("itemtype",itemtype);
dynamic_map.put("priorityid",priorityid);
/*Invoking the CREATE ITEM connector API to create a backlog item inside the respective team's project's backlog*/
resp = zoho.crm.invokeConnector("xxx.zohosprints.createitem",dynamic_map);
info resp;

Now that the functionality is defined, the extension is published and installed in the Zoho CRM account using the private installation URL.



Once the extension is installed in CRM, the user can select their user-specific details through the settings widget and click the Update Values button to update those values to the CRM variables.

                                          

Now, the workflow will be automatically triggered when a deal stage is moved to the "Needs Analysis" phase.



A backlog item is created in the respective team's project backlog space inside Zoho Sprints as per the user specific values provided.



In this example, we have integrated Zoho CRM with Zoho Sprints to achieve an integrated functionality between two products. In a similar way, you can integrate Zoho CRM with other Zoho products to enable smooth functioning and efficient workflows.

We hope this guide to integrating your Zoho CRM account with Zoho Sprints was helpful. Keep following this space for more extension pointers.

The code snippets used in this forum post are available in the github link.

SEE ALSO


    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Kaizen #197: Frequently Asked Questions on GraphQL APIs

                                                              🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                            • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                              Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                            • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                                              Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

                                                            • Kaizen #193: Creating different fields in Zoho CRM through API

                                                              🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

                                                            • Client Script | Update - Introducing Commands in Client Script!

                                                              Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • no me llegan los correos a Zoho mail

                                                                                                              No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

                                                                                                            • Error: Invalid login: 535 Authentication Failed

                                                                                                              I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

                                                                                                            • Zoho Renewal

                                                                                                              Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

                                                                                                            • javax.mail.authenticationfailedexception 535 authentication failed

                                                                                                              Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

                                                                                                            • Not reciving emails

                                                                                                              Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

                                                                                                            • Not receiving MailChimp verification e-mail

                                                                                                              It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

                                                                                                            • Creating my 2nd email account

                                                                                                              After creating my first email address, I decided to get another email address. I would like to use this new address as the primary address too. I don't know how to set it up there doesn't seem to be an option for that

                                                                                                            • Cannot - create more email account - Unusual activity detected from this IP. Please try again after some time

                                                                                                              Hello, I come across the error message in Control Panel. Unusual activity detected from this IP. Please try again after some time and i cannot create any more users We are an IT company and we provide service for another company Please unlock us.

                                                                                                            • "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain"

                                                                                                              Good day. When I try to send mail through ZOHO mail I get the following error : "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" I need help with this. My zohomail is : @eclipseweb.site Thank you,

                                                                                                            • Transfert de domaine pour création des comptes emails

                                                                                                              Bonjour , je ne parviens point à créer des mails avec le domaine 'raeses.org' suite à la souscription du domaine auprès d'un autre hébergeur, dont j'ai fait la demande du code de transfert qui est le suivant : J2[U8-l0]p8[ En somme, attente de l'activation

                                                                                                            • Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

                                                                                                              Kindly help me resolved this issue that i am facing here.

                                                                                                            • How are people handling estimates with Zoho inventory?

                                                                                                              We are often using Zoho Books for estimates that then get converted to invoices within Books. We would like the sales team to migrate entirely to Zoho Inventory and no longer need to use Zoho Books so that they are only on one system. How are people managing

                                                                                                            • Relative Date Searches

                                                                                                              Currently in the search options, it has "date", "from date" and "to date". I think it would be great if there were options like "date greater than x days ago" and "date less than x days ago". I realise that as a once off you can just use the existing

                                                                                                            • Performance is degrading

                                                                                                              We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

                                                                                                            • Ask the Experts 23: Customize, utilize, and personalize with Zoho Desk

                                                                                                              Hello everyone! It's time for the next round of Ask the Experts (ATE). This month is all about giving Zoho Desk a complete makeover and making it truly yours. Rebrand Zoho Desk with your organization’s details, customize ticket settings based on your

                                                                                                            • Dear Zoho CEO: Business Growth is about how you prioritise!

                                                                                                              All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

                                                                                                            • Payroll In Canada

                                                                                                              Hi, When can we expect to have payroll in Canada with books 

                                                                                                            • Please review and re-enable outgoing emails for my domain

                                                                                                              Hello Zoho Support, I have recently purchased a new domain and set up email hosting with Zoho. However, my account shows "Outgoing Email Blocked". I am a genuine user and not sending bulk/spam emails. Please review and re-enable outgoing emails for my

                                                                                                            • Payroll without tax integrations (i.e. payroll for international)

                                                                                                              It seems as though Zoho waits to develop integrations with local tax authorities before offering Zoho Payroll to Zoho customers in a country. Please reconsider this approach. We are happy Zoho Books customers, but unhappy that we have to run payroll in

                                                                                                            • goingout e mail block

                                                                                                              info@ozanrade.com.tr

                                                                                                            • Incoming mails blocked

                                                                                                              Zoho User ID : 60005368884 My mail Id is marketing#axisformingtechnology.com .I am getting following message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked." Please

                                                                                                            • Assistance Needed: Ticket Status Not Updating and Sorting by Last Customer Reply in Zoho Desk

                                                                                                              Hello, I’m facing two issues in Zoho Desk that I’d like your guidance on: Ticket Status Not Updating: When a customer replies to a ticket, the status does not change to Reopened. Instead, it remains in Waiting on Customer, even after the customer’s response

                                                                                                            • Configuring Email Notifications with Tautulli for Plex

                                                                                                              Hi I'm new to Zoho. I am from Canada and I have a I use a web based application called Tautulli for Plex that monitors my Plex media server. It also sends a newsletter to my followers. To set this up they require a "From" email address., a smtp server

                                                                                                            • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                                                                                              Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

                                                                                                            • How to Set Up Zoho Mail Without Cloudflare on My Website

                                                                                                              I'm having some trouble with Cloudflare here in Pakistan. I want to configure Zoho Mail for my domain, but I'm not sure how to set it up without going through Cloudflare. My website, https://getcrunchyrollapk.com/ , is currently using CF, but I'd like

                                                                                                            • Spam is Being Forwarded

                                                                                                              I am filtering a certain sender directly to the Trash folder. Those messages are still being forwarded. Is this supposed to happen?

                                                                                                            • IMAP Block

                                                                                                              My two accounts have been blocked and I am not able to unblocked them myself. Please respond to email, I am traveling and this is urgent.

                                                                                                            • "DKIM not configured"

                                                                                                              Hello. I have been attempting get the DKIM verified but Toolkit keeps sending the message that it is not configured, but both Namecheap and Zoho show it as configured properly. What am I missing?

                                                                                                            • Zoho mail with custom domain not receiving email

                                                                                                              i registered zoho mail with my own domain. I can login and access the mail app. I tried to send email from an outlook email account and an icloud email account. Both emails were not received. My plan is free. I also tried to send email from this zoho

                                                                                                            • Set connection link name from variable in invokeurl

                                                                                                              Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()

                                                                                                            • Waterfall Chart

                                                                                                              Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?

                                                                                                            • Help Center and SEO: Any Benefit to My Domain-Mapped Website Ranking?

                                                                                                              First of, I love the Help Center which I've just decided to integrate into my website to replace its old-fashioned FAQs. So much more to achieve there now! Lots of new benefits to the site visitors and to me in terms of organizing and delivering all the

                                                                                                            • Issue with Importing Notes against Leads

                                                                                                              Hi, I am attempting to import some Notes into Zoho CRM which need to be assigned to various Leads. I have created a csv file which I am testing that contains just one record. This csv file contains the following columns: Note Id Parent Id       (I have

                                                                                                            • Trigger a Workflow Function if an Attachment (Related List) has been added

                                                                                                              Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

                                                                                                            • Creator Add Records through API - Workflows not triggered ?

                                                                                                              Hi Everyone, I am trying to add records to my Creator application through a third party app that I am developing. Currently, I am testing this through Postman. The records I need to add have a lot of workflows to run to populate dropdowns, fields, use

                                                                                                            • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

                                                                                                              Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

                                                                                                            • Important Update: Changes to Google Translate Support in Zoho SalesIQ

                                                                                                              We’re updating our default chat translation options across all Zoho SalesIQ data centres to offer a more secure, in-house solution for your translation needs. What’s changing? We will be offering Zoho Translate (our in-house tool) as the default translation

                                                                                                            • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                              I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import

                                                                                                            • Zoho CRM Community Digest - July P1 | 2025

                                                                                                              Hey everyone, The start of July 2025 marked a special milestone: 200 posts in our Kaizen series! For those new here, Kaizen is a go-to series for Zoho CRM developers, where we regularly share best practices, tips, and expert insights to help you build

                                                                                                            • can't login Kiosk URGENT

                                                                                                              already try, can't login pls help to support. thanks.

                                                                                                            • Next Page