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:
Connector API Name | Method type | URL |
Get Teams | GET | |
Get Projects | GET | |
Get Project Backlog | GET | |
Get item types | GET | |
Get Project priority types | GET | |
Create item | POST |
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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nanditha Somasundaram Somasundaram
Sticky Posts
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.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Integrate Multiple ZohoBooks organization with zoho projects
We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to aZoho OAuth Connector Deprecation and Its Impact on Zoho Desk
Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho servicesUnable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one categoryHow do I add todays date to merge field
I don't see any selection of todays date when creating a letter. Surely the date option of printing is standard? JohnTracking Emails sent through Outlook
All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. ButWhats that
Price?The same Contact associated to multiple Companies - Deals
Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of thePortals-Adjust Column Sizes
I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?Add link/button to open approved record from approval list and detail views?
Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for themrecord submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books
record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="Prevent editing of a record after getting approved/rejectedr
Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?Formula Field/Campo de Fórmula
Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,Formatting Problem | Export to Zoho Sheet View
When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing thisFeature Request - The Ability to Link A Customer with a Vendor
Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makesLong table name (sync from Zoho Creator)
Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.[Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator
Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho CreatorUnattended - Silent
How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree thatMarketing Tip #18: Make your online store mobile-friendly to improve traffic
Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps[Need help] Form closed. Please contact your form administrator for further assistance.
https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this formZoho People. Updating TabularData
I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query paramsAutomatically CC an address using Zoho CRM Email Templates
Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into ourUnable to Send Different Email Templates for Different Documents in Zoho Sign
Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customerReminder needs 0 minute choice
I most use 0 minute reminders. Every other calender service has this choice. If I create an event in my Android calendar with 0 minute reminder it will change to 5 minute. Please ad 0 as a reminder choice, this should be a 5 minute fix. Thanks.Customer ticket creation via Microsoft Teams
Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app withinIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveHow to update task start date when project start date changes?
Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a projectIssue with Picklist Dropdown Not Opening on Mobile
Hello I am experiencing an issue with picklist values on mobile. While the arrow is visible, the dropdown to scroll through the available values often does not open. This issue occurs sporadically, it has worked occasionally, but it is very rare and quiteusing the client script based on the look up filed i wnat to fetch the record details like service number , service rate
based on selected service look up field iwant to fetch the service serial number in the serice form how i achive using client script also how i get the current date in the date field in the on load of the formZoho Books/Square integration, using 2 Square 'locations' with new Books 'locations'?
Hello! I saw some old threads about this but wasn't sure if there were any updates. Is there a way to integrate the Square locations feature with the Books locations feature? As in, transactions from separate Books locations go to separate Square locationsZoho Commerce - How To Change Blog Published Date and Author
Hi Commerce Team, I'm discussing a project with a client who wants to move from Woo Commerce / Wordpress to Zoho Commerce. They have around 620 blog posts which will need to be migrated. I am now aware of the blog import feature and I have run some tests.Does zoho inventory need Enterprise or Premium subsrciption to make Widgets.
We have Zoho One Enterprise and yet we can't create widgets on inventory.ZMA shows as already connected to Zoho CRM, but integration not working
When I try to connect ZMA with Zoho CRM, it shows as already connected, but the integration doesn’t seem to be working. I’ve attached the screen recording for reference.Automatic Email Alerts for Errors in Zoho Creator Logs
Hello, We would like to request a feature enhancement in Zoho Creator regarding error notifications. Currently, Zoho Creator allows users to view logs and errors for each application by navigating to Zoho Creator > Operations > Logs. However, there isWorkflow Rule - Field Updates: Ability to use Placeholders
It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etcPassword Assessment Reports for all users
I'm the super admin and looking at the reporting available for Zoho Vault. I can see that there is a Password Assessment report available showing the passwords/weak and security score by user. However I'm confused at the 'report generated on' value. MonitorCan't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the newSetting certian items to be pickup only
How do we have some items that are pickup only? I have several items in my item's list that I do not ship. But they need to be on the website to be sold, and picked up in store. Need to be able to do this as one of these products is a major seller forUsing gift vouchers
We would like to be able to offer a limited number of gift vouchers, of varying values, to our customers, and are looking for the best way to do this. We have looked at Coupons and Gift Certificates, but neither seem to fit the bill perfectly. Coupons:Next Page