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.

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Announcing the deprecation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have deprecate the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all