Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks

Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. 

You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities and manage your business from a single location. The previous post in the 'Integrating Zoho CRM with Zoho services' series described how to register your Zoho application and retrieve the client credential in order to connect Zoho CRM to the Zoho service of your choice through an extension. In this post, we'll look at how to integrate Zoho CRM with Zoho Projects, along with an example.

Let's consider a scenario in which support representatives handling cases in Zoho CRM need to forward cases that are registered as feature requests to the development team for further consideration and analysis. The representatives can create a task in Zoho projects with the necessary details from the Zoho CRM Cases module by clicking a button from within Zoho CRM. This will make the transition process easier and help to handle cases more efficiently. Now, let's see how this can be achieved using extension.

Creating a connector for Zoho Projects and adding connector APIs
  • Create a new connector in your extension for Zoho Projects using the Connectors feature under Utilities in the left panel of the Zoho Developer console. 
Note: Zoho Projects follows OAuth2.0 protocol for authentication mechanism. You can refer to this post to understand the steps to register Zoho Projects and retrieve your client credentials.


The connector details for our example are:

Request Token URL
https://accounts.zoho.com/oauth/v2/auth?scope=ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.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
ZohoProjects.portals.READ,ZohoProjects.users.READ,ZohoProjects.tasks.CREATE,ZohoProjects.projects.READ,ZohoProjects.tasks.READ


The Zoho Projects REST APIs added for our example are mentioned below.

Connector API Name
Method type
URL
Get Portals
GET
https://projectsapi.zoho.com/restapi/portals/
Get Project Users
GET
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/users/
Create task
POST
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/?name=${name}&description=${description}&priority=${priority}&person_responsible=${person_responsible}
Add comment for task
POST
https://projectsapi.zoho.com/restapi/portal/${portalid}/projects/${projectid}/tasks/${taskid}/comments/?content=${content}

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

Creating a button in Cases module and associating the custom function to it
  • Create a button called "Create Task for Case" using the Links & Buttons feature available in the Componentssection of the Zoho Developer console, then associate a custom function to perform the desired action. 
Create Task for Case - Button function code

//Fetching the current record details and retrieving the necessary field information
response = zoho.crm.getRecordById("Cases",case.get("Cases.ID").toLong());
Name = response.get("Subject");
Name = zoho.encryption.urlEncode(Name);
Description = response.get("Description");
Description = zoho.encryption.urlEncode(Description);
Priority = response.get("Priority");
Comments = response.get("Internal_Comments");
Comments = zoho.encryption.urlEncode(Comments);
dynamic_map = Map();
/*Fetching the values for Portal ID and Project ID CRM variables which are obtained as part of the settings widget*/
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");//The api name of the CRM variable for Portal_Id
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");//The api name of the CRM variable for Project_Id
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
//Invoking the connector API to retrieve the users present in the project 
resp1 = zoho.crm.invokeConnector("xxx.zohoprojects.getprojectusers",dynamic_map);
response1 = resp1.get("response");
users = response1.get("users");
rolelist = List();
/*retrieving the ID of the user with admin role in the project to be assigned as the person responsible for the task*/
for each value in users
{
if(value.get("role") == "admin")
{
id = value.get("zpuid");
}
}
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
dynamic_map.put("name",Name);
dynamic_map.put("description",Description);
dynamic_map.put("priority",Priority);
dynamic_map.put("person_responsible",id);
/*Invoking the connector API with the necessary parameters passed to create a project task */
resp = zoho.crm.invokeConnector("xxx.zohoprojects.createtask",dynamic_map);
response2 = resp.get("response");
tasks = response2.get("tasks");
//Retrieving the task id from the response of create task API
for each ids in tasks
{
id1 = ids.get("id");
}
dynamic_map = Map();
portalid = zoho.crm.getOrgVariable("xxx__Portal_Id");
projectid = zoho.crm.getOrgVariable("xxx__Project_Id");
dynamic_map.put("portalid",portalid);
dynamic_map.put("projectid",projectid);
dynamic_map.put("taskid",id1);
dynamic_map.put("content",Comments);
//Invoking the connector API to add a comment to the task 
response3= zoho.crm.invokeConnector("xxx.zohoprojects.addcommentfortask",dynamic_map);
caseinfo = {"Solution":url};
response4 = zoho.crm.updateRecord("Cases",case.get("Cases.ID").toLong(),caseinfo);
return resp;

Note: In our example, the project's administrator is assigned as the person responsible for the task that is to be created in Zoho Projects. We have considered that there is only one admin for a project, who can then assign the task to the appropriate developer.

Obtaining Portal ID and Project ID

According to our example, cases from Zoho CRM need to be associated as a task to a particular project in Zoho Projects. You can find in the above code that the variables Portal ID and Project ID (dynamic variables used in connector APIs) are used while invoking APIs. The values of these variables are specific to a user and thus these values can be obtained from the user during extension installation and stored in CRM variables to be easily retrieved when required.

The variables Portal ID and Project ID 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 portal ID and project ID, and to set the values to the CRM variables.

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 portals of the user and populate them in a select list
ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.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);
}
})

/*Fetching the projects associated to the portal selected on click of the "Get Projects" button*/
Util.getproject=function()
{
portalidvalue=document.getElementById("portallist").value;

var data = {

"portalid" : portalidvalue
}
/*Invoking the connector API to get projects of the user with respect to the portal chosen and populate them in a select list*/
ZOHO.CRM.CONNECTOR.invokeAPI("testextensioncrm.zohoprojects.getprojects",data)
.then(function(dataa){
response = dataa.response;
responsejson=JSON.parse(response);
project=responsejson.projects;
$('#projectlist').empty();
for (j = 0; j < project.length; j++) 
{
projectid=project[j].id_string;
projectname=project[j].name;
var projectlist = document.getElementById("projectlist");
var option = document.createElement("OPTION");
option.innerHTML = projectname;
option.value = projectid;
projectlist.appendChild(option);
}
})
}
/*Updating the values of the portal ID and project ID selected in the select list to the CRM variables*/
Util.getvalues=function()
{
portalidvalue=document.getElementById("portallist").value;
projectidvalue=document.getElementById("projectlist").value;
var variableMap = { "apiname": "testextensioncrm__Portal_Id", "value": portalidvalue};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);
var variableMap = { "apiname": "testextensioncrm__Project_Id", "value": projectidvalue};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);
});
});
}
})

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


Sample output:

Upon installation of the extension, click the Settings button to go the Settings Widget page, then choose your portal and project where you want the task to be created.



Choose the portal of your choice, then click the Get Projects button to fetch the projects associated with that portal.



Next, click Update Values to set the chosen portal and project ID values to the CRM variables Portal_ID and Project_ID,respectively.



Go to the Cases module. A case of type feature request is present in Cases module.



Click the Create Task for Case button available in the view page of the case detail page.



The necessary details as per the code logic are fetched and created as a task in projects.



The detailed task details page with all the information fetched from the case in Zoho CRM Cases module.



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


SEE ALSO

Next>>


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.








                              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 #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 this

                                                              • Kaizen #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 how

                                                              • 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


                                                              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

                                                                                                                • "Temporary" Field Value?

                                                                                                                  I have a custom action in Form A report Detail View that passes the Rec ID and updates a Temp Record ID lookup field in the Form B record via openURL (and opens the Form B report in popup) . The updated Temp Record ID field value in Form B is then used

                                                                                                                • How to integrate Zoho CRM, Zoho Forms and a WIX Web Site

                                                                                                                  Attached video demonstrates how to use Zoho Forms included in Zoho One, to design a Contact Us form to be embedded into a WIX web site and integrated into Zoho CRM.

                                                                                                                • Bug Causing Major Sync & SO Access Failures in Zoho POS

                                                                                                                  We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

                                                                                                                • Change Last Name to not required in Leads

                                                                                                                  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                                • 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

                                                                                                                • Timesheet invalid data error

                                                                                                                  Getting the "Invalid Date" error when trying to add a time sheet to an appointment in a work order. I initially though the work order was corrupt or something so I deleted the work order and recreated it. I added the first time sheet to the AP and saved

                                                                                                                • OAuth2 Scope Error - Incorrectly defaulting to CRM instead of Analytics.

                                                                                                                  Hello Zoho Team, I am trying to connect n8n to Zoho Analytics API V2 for a simple automation project. Despite using the correct Analytics-specific scopes, my OAuth handshake is failing with a CRM-related error. The Problem: The authorization screen shows:

                                                                                                                • Add Custom Reports To Dashboard or Home Tab

                                                                                                                  Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad Announcement: The feature is being rolled out across DC's and Edition in phases. To know more refer to the announcement post here.

                                                                                                                • Hiding Pre-defined Views

                                                                                                                  You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined

                                                                                                                • why can't agent see accounts & contacts

                                                                                                                  My new user, with 'Agent' privileges, cannot see records that don't belong to them. How can I give them access? Why isn't this the default configuration in Zoho?

                                                                                                                • Sender Email Configuration Error.

                                                                                                                  Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

                                                                                                                • 【Zoho CRM】フィルター機能のアップデート：ルックアップ項目を使ったデータフィルタリング

                                                                                                                  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能のアップデートをご紹介します。 ルックアップ項目を使ったデータフィルタリングがより詳細に行えるようになりました。 この機能は詳細フィルターとカスタムビューで利用でき、必要な情報を正確に取得できます。 これにより、タブ間を移動することなく、より深く正確な方法でデータを絞り込むことが可能になります。 ◉できること 詳細フィルターとカスタムビューで、ルックアップ先タブの項目が選択可能

                                                                                                                • This will be long, Please bear with me - Next Gen Layout - Search

                                                                                                                  In general, I think that Zoho are going in the right direction with the Next Gen UI. The latest update brings some nice improvements and all-in-all from a user's perspective I think the improvements are generally very good. However, there are some areas

                                                                                                                • Zoho Books | Product updates | July 2025

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho

                                                                                                                • Zoho Books | Product updates | August 2025

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

                                                                                                                • Quotes Approval

                                                                                                                  Hey all, Could you please help in the following: When creating quotes, how to configure it in a way, that its approval would work according to the quoted items description, not according to quote information. In my case, the quote should be sent to approval

                                                                                                                • Important Update: Facebook Pages API Deprecation

                                                                                                                  Dear Zoho Analytics users, As of January 26, 2026, Facebook has officially deprecated Facebook Pages API version 18. This update involves the removal of several metrics that were previously supported by the API. As a result, these changes will affect

                                                                                                                • Adding a Deal to and Existing Contact

                                                                                                                  I want to easily add a Deal to an existing Contact. If I click on New Deal on the Contact page this currently this is what happens: All of the mandatory field (and other field) information exists within the Contact. Is there a simple way for it to automatically

                                                                                                                • Email was sent out without our permission

                                                                                                                  Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

                                                                                                                • Flexible Partial-Use Coupons (Stored Value Credits)

                                                                                                                  Subject: Feature Request: Ability for users to apply partial coupon balances per transaction Problem Statement Currently, our coupons are "one-and-done." If a user has a $50 coupon but only spends $30, they either lose the remaining $20 or are forced

                                                                                                                • Prevent accidental duplicate entry of Customer Ordersome

                                                                                                                  Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

                                                                                                                • Customizing Helpcenter texts

                                                                                                                  I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

                                                                                                                • Migrating Brevo Automation Logic to Zoho Campaigns

                                                                                                                  Hello Zoho Campaigns Support Team, I am in the process of migrating my email marketing from Brevo to Zoho Campaigns. I have around 10,000 contacts, which I have already successfully exported from Brevo and imported into Zoho Campaigns. I now need guidance

                                                                                                                • Is there a way to delete workspaces?

                                                                                                                  I want to remove one of the workspaces in my Campaigns account. I don't see any obvious way to do this. Am I missing something?

                                                                                                                • Boost your Zoho Desk's performance by archiving tickets!

                                                                                                                  The longer your help desk operations are, the more likely it is to accumulate tickets that are no longer relevant. For example, ticket records from a year ago are typically less relevant than currently open tickets. Such old tickets may eventually lead

                                                                                                                • Collapsing and expanding of lists and paragraphs

                                                                                                                  hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regards

                                                                                                                • New Custom View -Sorting the Custom fields

                                                                                                                  While creating a New Custom View in invoice , Customers, Bills ,expense etc , the sorting of custom fields are not available , a query function "order by / sort by  " may also be included in  Define new criteria module  which will be more beneficial to

                                                                                                                • Make CAMPAIGNS email look as simple as possible

                                                                                                                  Hi there I'm trying to make my Campaigns email look as much like a normal email as possible. I'm a bit stuck with the "justification" of the email email block. Can I LEFT JUSTIFY the "whole email" to make it look "normal"? (Please see screenshot attached)

                                                                                                                • [Webinar] Top 10 Most Used Zoho Analytics Features in 2025

                                                                                                                  Zoho Analytics has evolved significantly over the past year. Discover the most widely adopted features in Zoho Analytics in 2025, based on real customer usage patterns, best practices, and high-impact use cases. Learn how leading teams are turning data

                                                                                                                • Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

                                                                                                                  Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

                                                                                                                • Can I remove or divert certain contacts from an active Campaigns workflow?

                                                                                                                  I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.

                                                                                                                • File Upload field automatically replaces spaces with underscores – support experience

                                                                                                                  Hi everyone, I want to share my recent experience regarding the File Upload field behavior in Zoho Creator and my interaction with the Zoho support team. When a user uploads a file, the system automatically renames the document by replacing spaces in

                                                                                                                • How to map fields from Zoho Recruit to Zoho People

                                                                                                                  I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in Zoho

                                                                                                                • UTM in zoho campaigns

                                                                                                                  Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank u

                                                                                                                • Full Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage

                                                                                                                  Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses for

                                                                                                                • Knowledge base printing

                                                                                                                  I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format.   Bonus would include an index of keywords and

                                                                                                                • Search not working!

                                                                                                                  I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

                                                                                                                • Zoho Books | Product updates | January 2026

                                                                                                                  Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

                                                                                                                • Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

                                                                                                                  Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

                                                                                                                • File Upload field not showing in workflow

                                                                                                                  Hi, I have added a field on Zoho CRM. I want to use it in a workflow where that particular field is updated based on another field, however it is not showing up in the field list to select it in the workflow. Why is this please?

                                                                                                                • Next Page