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 |
- Add the necessary connector APIs for your functionality. Please refer to the Zoho Bugtracker API guide for details.
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
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
Power Pivot and Data Modeling functionality in Zoho Sheet
When will MS Excel functionalities like Power Pivot and Data Modeling functionalities be available in Zoho Sheet?Global Search placement in the new UI
Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI hasWhat's New - January 2026 | Zoho Backstage
Welcome to 2026! If you thought last year was big, buckle up. We’re stepping into this year with a singular focus: unimaginable growth, elite scalability, and performance benchmarks that leave the old ways of event management in the rearview mirror. AsCliq on your mobile phone
Some of the employees in my company get their cliq on their mobile phones but it will not let them answer the call. The employee has to go to their laptop to access it.Bulk Delete Messages in Cliq
Isn't it possible to bulk delete messages in Cliq? I have them delivered to me as notifications from another service but most of them need to be deleted as not of value. I get dozens of them per day, and deleting them is already difficult is the "Delete"stock movement report by each transaction for each item
Dear Sir we are using zoho inventory for foodstuff and we lack the transaction report which clearly shows movement of an item from Opening balance of the month to Goods received in, Supplier return out, Invoice out, Sales return In, Transfer out and TransferSelect the task view on the board in the Zoho Connect iPhone app
Hello. How do I select the task view on the board in the Zoho Connect iPhone app? The Android app has this functionality.Unable to change Company Logo
Hi Guys, I have an issue where I've uploaded a Company image in Gif format and the logo has now got a black background whereas the logo is supposed to be black not the background. I didn't think it would be an issue so I created a PNG version to uploadMetadata API Access to Functions
I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, butHistorical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk
My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usuallyIntroducing Record Category in CRM: Group options to see record status at a glance.
Release update: Currently available for CN, JP, and AU DCs (all paid editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category in Zoho CRM - a new capability where the user can get an overviewService disruption in Zoho Cliq (EU Region) – February 9, 2026
Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experiencedSpotlight series #26 - Build slides with visual clarity using Diagram
Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and shareClient scripts for Zoho Books ?
Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having functionUplifted homepage experience
Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Availability update (17th February 2026): The feature has been enabled for the following DCs: All editions in the CA and SA DC | Free, Standard and ProfessionalUnable to produce monthly P&L reports for previous years
My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot createCrossbeam
Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't workAccess forms within a form
I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select theWorkDrive issues with Windows Explorer Not Responding
We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere orIssues with Actions By Zoho Flow
Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List
Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are availableEnhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more
The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currencyBetter use of contacts
Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can'tHow can we add products using a Wizard?
We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?Orphan email alias blocking user creation – backend cleanup required
Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address doesEnsure 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 onSomething wrong with client script??
Someone have the same feeling? Client script behavior become very strange..API 500 Error
Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":Polish signer experience to compete with docusign
I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve thehow to change the page signers see after signing a document in zoho sign
Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cettecontact support
I have 2 request for a phone call and not received one call as promise!Can we fetch Deal owner and Deal owner email with COQL?
While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coqlZoho Social - Cliq Integration / Bot
Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our socialComment to DM Automation
Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user CaptureSend / Send & Close keyboard shortcuts
Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only forHandling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp
We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsAppWebinar - Getting Started with Zoho LandingPage
Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’llIncrease Round Robin Scheduler Frequency in Zoho Desk
Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operatesZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientNext Page