WHMCS for Zoho CRM | Online Help | Zoho CRM

WHMCS for Zoho CRM

Provisioning Modules in WHMCS, also referred to as Product or Server Modules, enable provisioning and management of services for WHMCS. As an authorized Zoho reseller, you can configure Zoho CRM module in WHMCS and make it available to your customers from your own domain. Your customers can purchase the Zoho CRM account and organizational plan that meets their preferred specifications from the store.

Sign up as a Partner

Zoho CRM provides resellers the opportunity to partner with Zoho. Partners assist their client organizations in purchasing a Zoho CRM account from their domain.

To become a partner
  1. Complete the partner sign up form and click Submit.

Install the Zoho CRM module for WHMCS

To install the Zoho CRM module for WHMCS
  1. Download the Zoho CRM provisioning module from the WHMCS Marketplace.
    The
    zohocrm-whmcs-master.zip will download.
  2. Unzip the file and go to zohocrm-whmcs-master > modules > servers > zoho_crm.
  3. Using your FTP client, upload the zoho_crm folder into the /modules/servers directory of your WHMCS installation.

Configure Zoho CRM module

The Zoho CRM module is created within a group in WHMCS. To configure the Zoho CRM module in WHMCS, create a group, then add Zoho CRM as a product within it. You can also use existing groups to configure the Zoho CRM module.

Product Configuration

To create a new group and a product
  1. Log in to your WHMCS account and navigate to the WHMCS admin page.
  2. Navigate to Setup > System Settings > Products/Services > Products/Services.

  3. Click Create a New Group.

  4. Enter the Product Group Name, Product Group Headline, and Product Group Tag line.
  5. Click Save Changes.

  6. Click Create a New Product.
  7. Under Create a New Product, select the Product Type and Product Group from the drop-down.
  8. Enter the Product Name as Zoho CRM.
  9. Click Continue.

  10. Click the Module Settings tab.
  11. Select Zoho CRM from the Module Name drop-down.
  12. You are required to enter the Client ID and Client Secret in this tab.
  13. Additionally, enter the Admin Folder Name if you have a customized WHMCS admin directory name. Then, go to the Redirect URL field. Copy the Redirect URL.
  14. Log in to your Zoho account and navigate to the Zoho Developer Console.
  15. Click Add Client ID to create a new Client ID and Client Secret to access Zoho CRM API.
  16. Provide the appropriate Client Name and Client Domain along with the Redirect URL copied from the WHMCS Admin Area.
  17. Click Create to receive the Client ID and Client Secret.

  18. Go to the Module Settings tab in the WHMCS Admin Area to complete the process.
  19. Enter the obtained Client ID and Client Secret in the respective fields in the Module Settings page. Select your domain region from the drop-down menu.
  20. Click Authenticate.
  21. A Consent screen asking permission to access your Zoho Account data is displayed. Click Accept.
  22. Authentication Success message will be displayed. Click Save Changes.

Configurable Options

This feature lets you assign configurable options to a group. Once the Zoho CRM module is configured, you can set customization options for your customer's Zoho CRM service.
  1. In the admin page of your WHMCS account, navigate to Setup > System Settings > Products/Services > Configurable Options.

  2. Click Create a New Group.

  3. Enter the Group Name and Description.
  4. Select the Zoho CRM product in the Assigned Products section.

  5. Click Save Changes.

There are three types of configurable options:

Plan type
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'Plan Type.'
  3. Select Dropdown from the Option Type drop-down.

  4. Click Save Changes.
  5. Under Options, enter the plan type '14815 | Standard'.
  6. Click Save Changes.
  7. Repeat the steps (4) and (5) for all plan types with the following values:
  8. 14816 | Professional
  9. 14817 | Enterprise
  10. 14808 | Ultimate
  11. Click Close Window to go back to the Configurable Options page. The configured option will be listed at the bottom of the page.
Number of users
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'No. of users'.

  3. Select quantity from the Option Type drop-down.
  4. For Minimum Quantity Required, enter '1'.
  5. For Maximum Quantity Required, enter '1000'.
  6. Click Save Changes.
  7. Click Close Window.
    The configured options will be listed at the bottom of the page under
    Configurable Options.
Mode of Plan
  1. Click Add New Configurable Option.
  2. Under Option Name, enter 'Mode of Plan'.
  3. Select Dropdown from the Option Type drop-down.
  4. Under Options, enter 'Start Trial Plan'.
  5. Repeat the step (4) for 'Assign Paid Plan'.
  6. Click Save Changes.
  7. Click Close Window.
    The configured options will be listed at the bottom of the page under
    Configurable Options.

  8. Confirm that all the configurable options you have set are listed in the Configurable Options page.

  9. Click Save Changes.
  10. Click Back to Groups List.

Zoho CRM module will be successfully installed and configured in your WHMCS admin panel. It's now ready to be purchased by your customers.

Approving Client Orders

Once your customers purchase the Zoho CRM service, their request will be included in your Pending Orders. These orders need to be approved to complete your client's purchase.

To approve client order
  1. In your WHMCS admin panel, go to Orders > List All Orders.
  2. Select the client whose order you want to approve.
  3. Under the Products/Services tab, click Create next to Module Commands.
  4. Click Yes.
    The Module Command Success message will appear. This means that the Zoho CRM portal has been created for the domain. The Super Admin and ZOID fields will be automatically filled.
  5. Select Active from the Status drop-down to approve the order.
  6. Click Save Changes.
Your client's order will be activated. They can now access their Zoho CRM account.

To manage customers' details and plans
  1. Click Click here next to URL to Manage customers on the approval page.
    You will be directed to Customer Listing page, where you can manage customers' details and plans.


    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Order Management in the Manufacturing Business

                                                                                                                Zoho CRM for Everyone is available on the Early Access mode for customers upon request. Request access to gain hands-on experience with this new version. Introduction Manufacturing companies are responsible for creating and delivering goods to ...
                                                                                                              • Commission Management for Zoho CRM

                                                                                                                The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
                                                                                                              • FAQs on Billing and Payments

                                                                                                                How much does Zoho CRM cost? Zoho CRM offers a range of pricing plans to suit various business needs. The cost depends on the features, user access, and additional functionalities required, and is generally adheres to a per-user subscription model. ...
                                                                                                              • Introduction to Zoho CRM

                                                                                                                What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business needs of their prospects and ...
                                                                                                              • Seikyu Kanri Robo Payment for Zoho CRM

                                                                                                                In the Zoho CRM, multiple invoices can be created for an individual account, and multiple accounts can be handled. With the Seikyu Kanri Robo Payment for Zoho CRM extension, you can export all the invoices of those individual accounts to Seikyu Kanri ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources