Zoho Creator Integration - Overview
Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will also be able to retrieve records from other CRM modules into these custom tabs.
Users with the Administrator profile can access this feature.
- Create custom tabs as per your requirements.
- Include CRM records in your custom tabs.
- Create or Import apps, forms and views from within CRM.
- Integrated Creator Apps in a single platform.
- Control the accessibility of the custom tabs in CRM.
- Group various tabs as a single entity in Zoho CRM.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
Setting up Zoho Creator Integration
Prerequisite Before activating, please make sure that you meet the required criteria mentioned below: You should be an Administrator in the Zoho CRM account. You should have a Zoho Creator account with any edition. If you do not have a Zoho Creator ...Using Zoho Finance Suite Integration
Some content may only be available to specific users. Please note that Zoho Subscriptions is now Zoho Billing. Viewing the finance suite integration modules Once you have integrated the Zoho Finance Suite into Zoho CRM, you will be able to do the ...Working with Zoho Desk Integration
Zoho CRM lets you integrate your Desk and CRM accounts. This integration is aimed at providing a single platform to view and respond to the customer tickets right within the CRM account. As an administrator you can initiate integration between CRM ...Zoho Survey Integration - Overview
Surveys are useful marketing tools that help you enhance your business. It's a method by which you put specific questions to a group of people whose answers will help you improve your products or services. There are many applications to create ...Zoho Projects Integration - Overview
Efficient planning is the key to the success of any business project. A business always teams with several projects and people associated with those projects. Unless they are planned and managed efficiently, productivity takes a hit. A Project ...