Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM

Extension pointers for integrating Zoho CRM with Zoho products #6: Handle and track your Zoho Bugtracker issues easily from within Zoho CRM

Switching between multiple applications to keep track of data is a time-consuming and laborious process. Having visibility into all related data in one application makes work easier and more efficient, and helps mitigate errors.

Zoho Projects and Zoho Bugtracker are integrated in multiple ways. Syncing data between Zoho CRM and Zoho Projects or Zoho Bugtracker enables you to track all project-related data—including issues—across both applications. In a previous post, we showed how to integrate the Cases module in Zoho CRM with Zoho Projects. You can find the full post here.

In this post, we'll look at how to access and manage Zoho Bugtracker issue-related data within Zoho CRM. Let's say you manage your company's sales process and handle your software application deliverables using Zoho CRM, and that one of your leads has been converted to a deal and has therefore successfully moved to the Qualification stage.

Assume that whenever a deal is qualified in Zoho CRM, a new project with the same name is created in Zoho Bugtracker, and the newly created Bugtracker project's ID is updated in a custom field on the deal's details page in Zoho CRM. This helps users keep track of and have full control over the continuous process of implementing deal requirements.

Note: In order to proceed with the use case described below, the project creation scenario detailed above must be implemented with the necessary scopes of Bugtracker. You can view a similar example implemented for Zoho Projects here for reference.

Following implementation—during testing—there may be one or more issues that need to be resolved, which will be recorded as issues in Zoho Bugtracker. In our example, let's retrieve all the bugs associated with the project and add them as a related list in our specific Zoho CRM deal so that all relevant data is available in a single window.

Creating a connector for Zoho Bugtracker and adding connector APIs
  • Create a new connector in your extension for Zoho Bugtracker using the Connectors feature under Utilities in the left panel of the Zoho Developer console. 
Note: Zoho Bugtracker 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 as follows:

Request Token URL
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoBugTracker.portals.READ,ZohoBugTracker.projects.READ,ZohoBugTracker.bugs.READ,ZohoBugTracker.bugs.READ&access_type=offline
Access Token URL
https://accounts.zoho.com/oauth/v2/token
Refresh Token URL
https://accounts.zoho.com/oauth/v2/token
Scopes
ZohoBugTracker.portals.READ,ZohoBugTracker.projects.READ,ZohoBugTracker.bugs.READ,ZohoBugTracker.bugs.READ



The Zoho Bugtracker REST APIs we added for our example are as follows:

Connector API Name
Method type
URL
Get Portals
GET
https://bugtracker.zoho.com/restapi/portals/
Get Projects
GET
https://bugtracker.zoho.com/restapi/portal/${portalid}/projects/
Get Bugs
GET
https://bugtracker.zoho.com/restapi/portal/${portalid}/projects/${projectid}/bugs/

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

Obtaining the portal ID
  • Per our example, the new projects will be created in Zoho Bugtracker under a specific portal. Because the portal ID variable's value is user-specific, it can be obtained from the user during extension installation and saved in a CRM variable to be easily retrieved when needed.
  • The variable Portal ID is therefore created as a CRM variable with the Variable Status set as Hidden in the extension. Here's how the value is obtained:



➤ Creating a settings widget: We have created a settings widget in our extension in order to retrieve the user-specific portal ID, and to set the value of the CRM variable.

Settings widget JS code snippet

Util={};
var portalidvalue;
var projectidvalue;
//Subscribe to the EmbeddedApp onPageLoad event before initializing the widget 
ZOHO.embeddedApp.on("PageLoad",function(data)
{
var data = {
}
//Invoking the connector API to get the user's portal IDs and populate them in a select list
ZOHO.CRM.CONNECTOR.invokeAPI("xxx.bugtracker.getportals",data)
.then(function(dataa){
response = dataa.response;
responsejson=JSON.parse(response);
portal=responsejson.portals;

for (i = 0; i < portal.length; i++) 
{
portalid=portal[i].id_string;
portalname=portal[i].name;
var portallist = document.getElementById("portallist");
var option = document.createElement("OPTION");
option.innerHTML = portalname;
option.value = portalid;
portallist.appendChild(option);
}
})

//*Updating the value of the portal ID selected in the select list to the CRM variable
Util.getvalues=function()
{
portalidvalue=document.getElementById("portallist").value;
var variableMap = { "apiname": "xxx__Portal_ID", "value": portalidvalue};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);

}
})

Creating a related list in the Deals module and associating a custom related list to it
  • Create a related list called Bugs using the Add Related List button under Related Details, available in the Components section of the Zoho Developer console. Then write a function to perform the desired action.
Bugs related list code

//Retrieving the deal record and fetching the deal name
response = zoho.crm.getRecordById("Deals",deal.get("Deals.ID").toLong());
dealprojectid = response.get("xxx__Project_ID");
info dealprojectid;
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_ID");
dynamic_map.put("portalid",portalid);
//Invoking the Get Project API to fetch the project ID
response1 = zoho.crm.invokeConnector("xxx.bugtracker.getprojects",dynamic_map);
projectresponse = response1.get("response");
projectdata = projectresponse.get("projects");
finalresponse = "";
for each item in projectdata
{
projectid = item.get("id");
info projectid;
if(dealprojectid == projectid)
{
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_ID");
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
// Invoking the Get Bugs API to fetch the bug-related data 
response2 = zoho.crm.invokeConnector("xxx.bugtracker.getbugs",dynamic_map);
bugresponse = response2.get("response");
bugdata = bugresponse.get("bugs");
info bugdata;
count = 1;
if(bugdata != null)
{
recordsXmlStr = "<record>";
for each value in bugdata
{
status = value.get("status");
recordsXmlStr = recordsXmlStr + "<row no='" + count + "'>";
recordsXmlStr = recordsXmlStr + "<FL val='Title'>" + value.get("title") + "</FL>";
recordsXmlStr = recordsXmlStr + "<FL val='Assignee Name'>" + value.get("assignee_name") + "</FL>";
recordsXmlStr = recordsXmlStr + "<FL val='Reported Person'>" + value.get("reported_person") + "</FL>";
recordsXmlStr = recordsXmlStr + "<FL val='Reported Email'>" + value.get("reporter_email") + "</FL>";
recordsXmlStr = recordsXmlStr + "<FL val='Status Type'>" + status.get("type") + "</FL>";
recordsXmlStr = recordsXmlStr + "</row>";
count = count + 1;
}
recordsXmlStr = recordsXmlStr + "</record>";
finalresponse = finalresponse + recordsXmlStr;
}
else
{
finalresponse = finalresponse + "<error>=><message>No bugs associated with this project.</message></error>";
}
}
}
return finalresponse;

  • The ID of the new project created in Zoho Bugtracker is fetched and added to the custom field "Project ID" inside the Deals module for that particular deal according to the premise of this example. 
  • As a result, the project ID in the custom field is compared to the project retrieved from the "Get Projects" API.
  • Based on the result of the comparison, the bugs are retrieved and displayed in the related list, or the appropriate error message is displayed. 
  • Now that the functionality is defined, the extension is published and installed in Zoho CRM account using the private installation URL.


Sample output
  • After installing the extension, authorize the Zoho Bugtracker connector and click the Settings button to navigate to the Settings Widget page, where you can select the portal where project and bug details are available. 
  • Select the portal of your choice, then click the Set Portal ID button to assign the portal ID to the appropriate CRM variable.
                                                      
  • Once the portal ID is set, go to the Deals module. Click on the Bugs related list. The relevant details of the bugs that were fetched through the code are displayed in the form of a related list.


Using this method, you can integrate Zoho CRM and Zoho Bugtracker via an extension and perform functionalities per your business requirements. We hope you find this information useful. Keep following this space for more advice!

SEE ALSO





    Access your files securely from anywhere








                            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

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts




                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Kaizen #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

                                                            • Kaizen #152 - Client Script Support for the new Canvas Record Forms

                                                              Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

                                                            • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

                                                              Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

                                                            • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                              Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the


                                                            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

                                                                                              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

                                                                                                              • Using IMAP configuration for shared email inboxes

                                                                                                                Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

                                                                                                              • Auto-sync field of lookup value

                                                                                                                This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

                                                                                                              • Zoho Recruit Subscription

                                                                                                                Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.

                                                                                                              • Keyboard shortcut M key

                                                                                                                I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the

                                                                                                              • Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

                                                                                                                We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

                                                                                                              • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                                                                                                We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

                                                                                                              • Automatic Portal invite

                                                                                                                We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations

                                                                                                              • Marketer's Space: Why mobile optimization deserves a place in your email strategy

                                                                                                                Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

                                                                                                              • Enhancements in Canvas

                                                                                                                Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

                                                                                                              • Introducing Dark Mode / Light Mode : A New Look For Your CRM

                                                                                                                Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

                                                                                                              • ABN with Legal Entity Name

                                                                                                                Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto

                                                                                                              • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                                Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

                                                                                                              • 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 that

                                                                                                              • Zoho Cliq not working on airplanes

                                                                                                                Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

                                                                                                              • Prepopulating Fields

                                                                                                                Hello, I have a form (Assets) with 2 lookup fields: Client (from Clients) Site (from Client Sites) I modified the code (highlighted in red below), so the Site dropdown shows the list of sites related to the Client. must have Client_Site ( type = picklist

                                                                                                              • What is the difference between Zoho Campaigns and marketing hub?

                                                                                                                Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

                                                                                                              • Unify Overlapping Functionalities Across Zoho Products

                                                                                                                Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

                                                                                                              • Detailed Account Reports - Add Running Balance

                                                                                                                When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

                                                                                                              • Can we add custom fields to portal community profiles?

                                                                                                                How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

                                                                                                              • Start Workflow from Deluge Script

                                                                                                                I have developed a customized process from our CRM that leverages a deluge script to create a statement of work document. Once the document has been created via the merge and store function, I would like the ability to start a workdrive review & approve

                                                                                                              • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                                Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

                                                                                                              • Pushover Notification Module

                                                                                                                Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable

                                                                                                              • Forward - no Ticket Number

                                                                                                                Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket

                                                                                                              • Checkout: Adding Images

                                                                                                                Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently

                                                                                                              • Sortie de Zoho TABLE ??

                                                                                                                Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

                                                                                                              • [solved] #original_sender trick not working for us

                                                                                                                Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

                                                                                                              • SalesIQ Chat Notifications

                                                                                                                I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

                                                                                                              • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

                                                                                                                Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

                                                                                                              • Unknown table or alias 'A1'

                                                                                                                I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

                                                                                                              • HubSpot CRM to Zoho Creator Integration

                                                                                                                I'm trying to create an integration between HubSpot CRM and Zoho Creator with HubSpot being the push source (if a contact is created or updated in HubSpot, it pushes the information to Zoho Creator). I have two questions: 1- Is it best to use Zoho Flow

                                                                                                              • Batch Emails in CRM Plus without using a template?

                                                                                                                Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.

                                                                                                              • bank charge

                                                                                                                a charge to my account was made that I did not authorize, of $16.46, for something that looks like "computer maintenance or something to that matter". please refund.

                                                                                                              • [Free Webinar] Product Updates: Quick Catch-Up Session - Part II - Creator Tech Connect

                                                                                                                Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.

                                                                                                              • Introducing Liquid Glass UI on the Zoho Mail iOS app

                                                                                                                Hello everyone! We're excited to announce that the Zoho Mail app is now fully optimised for iOS 26's Liquid Glass design on both iPhone and iPad! The updated interface features transparent layers, smooth animations, and refined visual elements that enhance

                                                                                                              • Jobs at multiple locations

                                                                                                                Hi A lot of times we have same job open at multiple locations. So I would like an option where we can create a job and choose multiple locations. Currently we have to create individual jobs for each location. If we can create one job and mention multiple

                                                                                                              • Zoho Creator customer portal users

                                                                                                                Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

                                                                                                              • Plan change from Zoho One to Zoho Workplace

                                                                                                                Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,

                                                                                                              • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

                                                                                                                Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

                                                                                                              • Partner with HDFC And Sbi Bank.

                                                                                                                Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

                                                                                                              • Next Page