Zoho Vault for Zoho CRM
Zoho Vault is an online password manager for teams. Zoho Vault can keep all your passwords safe and remember them for you. It is an absolute necessity for anyone who needs to share sensitive information securely.
The Zoho Vault extension for Zoho CRM allows you to share passwords with your contacts and other third parties, with different levels of access permissions. All you need to do is enter your Zoho Vault passphrase to access your passwords and other confidential data from Zoho CRM.
Note: The extension currently only supports the Leads and Contacts modules in Zoho CRM.
Key features
From Zoho CRM, you can:
- View all the secrets stored in your Zoho Vault account.
- Share secrets with users and user groups with different levels of access permissions.
Installing the extension
To install the extension:
- Navigate to Setup > Marketplace > All.
- Click All Extensions, then browse and click Zoho Vault for Zoho CRM.
- Click Install Now.
- Check Terms of Service and Vault Access.
- Click Continue.
- In Choose Users/Profiles, select one of the following options:
- Install for admins only
- Install for all users
- Choose profiles
If you select the Choose profiles option, check all the profiles you want the extension to install for and click Confirm.
The extension will be installed for the selected users.
- Click Signup if you do not have a Zoho account. A new page will open. Enter the required details and click Sign Up.
- Click Authorize if you already have a Zoho account.
- Click Accept and then Finish.
Sharing secrets
You can use your Zoho Vault passphrase to share your secrets with the records in your Leads and Contacts modules. Ensure that the record you choose has a valid email address, otherwise you will not be able to share secrets with it.
To share a secret:
- Select the Lead or Contact you want to share the secret with.
- Click Share from Vault.
- Enter your passphrase for the Zoho Vault in the pop-up.
- Click Open Zoho Vault.
- From the Secret List, select the secret you want to share.
You can search for it in the search bar.
- Enter a message and click Share.
The user will be sent an email with a link to access the secret. - A message will open with the Encryption Key.
This auto-generated key must be sent to the user manually.
Note: These steps are the same for both Leads and Contacts.
Handling secrets
You can make changes to the secrets within the extension such as updating its details or deleting it from the secret list.
- Open your Zoho Vault with your passphrase.
- Select the secret from the secret list.
The details of that secret will be displayed on the right side. - Click
to update the secret's details.
- Click
to delete the secret.
Uninstalling the extension
You may wish to uninstall the extension whenever it is no longer needed.
To uninstall the extension:
- Navigate to Setup > Marketplace > All > Installed Extensions.
- Find the Zoho Vault extension and click Uninstall.
- Click Ok to confirm.
The extension will be uninstalled.
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:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
HubSpot for Zoho CRM
With the HubSpot extension for Zoho CRM, you can view existing contacts from HubSpot in Zoho CRM. You can also add contacts and leads to HubSpot from Zoho CRM. This integration makes it easier to synchronize contacts (and leads) between HubSpot and ...Zoho Contracts for Zoho CRM
The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...Zoho CRM for Google Ads
Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...FAQs: Zoho CRM Integration with Zoho Projects
How is the integration between Zoho CRM and Zoho Projects helpful? The integration between Zoho CRM and Zoho Projects works as a bridge between sales data and team collaboration data—all in one place. Since you can associate projects directly with ...Zoho Directory integration with CRM
Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...