We've enhanced our Zoho CRM and Zoho Projects integration – here’s what’s new
Hello all,
We've enhanced our Zoho CRM integration with Zoho Projects to make managing your projects even smoother and more intuitive. This update expands upon our existing setup, which has already made it easier to manage projects by linking them directly with contacts and accounts within Zoho CRM.
Up until now, Zoho Projects integration with CRM allowed you to connect your projects to contacts, accounts, and deals, making it easy to access project information directly from CRM records.
What’s new in the update:
Client Configuration
We've enhanced the visibility to client information by adding a specific Client Configuration section. While the client mapping functionality was available in the previous setup, it wasn't explicitly displayed to users. Now, we're making it upfront and transparent, ensuring that you're aware of how Zoho Projects clients are mapped to CRM Contacts and Accounts.
Expanded module integration
Now, not only can you link projects to Contacts and Deals, but we've also extended this functionality to include other critical CRM modules.
Supported modules: Products, Cases, Quotes, Sales Orders, Purchase Orders, Invoices, and Campaigns.
- Enhanced visibility: With projects seamlessly linked across multiple modules, you can see a comprehensive overview of all the connections and activities related to a specific project. This means you can access project-related information, such as Quotes, Purchase Order, Sales Order, Invoices, and more from one centralized location within Zoho CRM.
- Efficient data entry: In addition to viewing Projects related lists in various modules, we're also enabling automatic field mapping to populate project details while creating a project from each module. This reduces manual data entry tasks, saving you time and ensuring consistency across your CRM system.
Simplified permissions management
Setting up and managing access to project details is now easier with a simplified interface. You can quickly assign view or edit permissions across your team, ensuring everyone has the appropriate level of access to project data.
That's all for the enhancements. We encourage you to explore these new features and see how they can improve your project management processes. For doubts or feedback let us know in the comments below.
For more details on how to use these new features or for any assistance, please refer to our integration guide.
Thanks!
Nizamuddin
P.S. These enhancements are currently live for all users in all DCs.
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