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.
    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.

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