Sign up as a Partner

1. Go to the partner sign up page.
2. Complete the partner sign up form and click Submit.

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

Product Configuration

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

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.
   
   

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.

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.

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.
    

Approving Client Orders

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.

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.