Focus Group webinar - Integrating Zoho CRM and Zoho Projects

Focus Group webinar - Integrating Zoho CRM and Zoho Projects

Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your team and your customers. 

A few things we'll cover in this webinar: 
- How Tasks are managed in CRM? 
- Why Zoho Projects?
- Setting up the integration
- Demo for a use case involving capturing feature requests for the extension team 
- A deep-dive into recently added enhancements within the Zoho projects and CRM integration; creating Projects for B2C Contacts and Deals (upcoming)
- Select tips for CRM usage hand-in-hand with Zoho Projects and vice versa
- Pushing Cases to Tasks in Projects using a Function 
- A list of FAQs about this integration from our customers

Time Zone
Registration link
9AM IST | 2:30 PM AEDT | 11:30 AM Singapore Time
3:30 PM GMT | 11:30 AM EDT | 10:30 AM CDT




    Zoho Marketing Automation
      Zoho Mail - CRM Integration
              • Sticky Posts

              • Zoho CRM - Upcoming Features ...

                Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future.  Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out  the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features.  Thank you, With Best Regards, Dilip, Zoho CRM
              • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

                This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Introducing Multiple Sandbox Types and Support for Module's Data Population

                Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
              • Include Finance Suite modules to Segment your records

                Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources




                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                        Design. Discuss. Deliver.

                                                        Create visually engaging stories with Zoho Show.

                                                        Get Started Now