Integrate Zoho Subscriptions with CRM
Overview
This integration lets you manage billing transactions related to customers in CRM while ensuring a holistic view of relevant customer information from the Zoho One admin panel.
The steps to integrate Zoho Subscriptions with CRM vary between the three User Interface versions supported in Zoho One. Select the UI version you use from tabs below and proceed with the steps that follow.
One Experience
Spaces UI
Unified UI
One Experience
To enable the integration,
- Sign in to Zoho One, then click Admin Panel icon
on the top-right corner.
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the required app, hover over the integration you want to delete, click the kebab menu
, then click Deactivate.
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then Admin Panel icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the required app, hover over the integration you want to delete, click the kebab menu
- Read the confirmation message and click Delete.
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Spaces UI
To enable the integration,
- Sign in to Zoho One, then click Directory Settings icon
on the top-right corner.
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One, then click Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the required app, hover over the integration you want to delete, click the kebab menu
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One, then click Directory Settings icon
- Click App Management on the left menu, then select Integrations.
- Go to the Integrations tab.
- Click the required app, hover over the integration you want to delete, click the kebab menu
- Read the confirmation message and click Delete.
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
Unified UI
To enable the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the app you want to integrate with, then click Available; all the available integrations will be listed; click Enable.
Integration will be enabled only after configuration is completed. Incomplete configurations will be listed under Pending Actions.
To configure the integration,
Follow the steps mentioned in the link to configure.
To deactivate the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
- Read the confirmation message and click Deactivate.
While performing sensitive actions, you will need to periodically re-authenticate.
You can activate the integration later by clicking Activate.
To delete the integration,
- Sign in to Zoho One.
- Click Directory in the left navigation menu, then click Integrations.
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
- Read the confirmation message and click Delete.
Delete is an irreversible action.You will need to re-enable and configure the integration to use it again.
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:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integrate Zoho Subscriptions with Analytics
Overview This integration makes your data from Zoho Subscriptions available in Zoho Analytics, with which, you can create custom reports. The steps to integrate Zoho Subscriptions with Analytics vary between the three User Interface versions ...Integrate Zoho Subscriptions with Zoho Sign
Overview This integration allows you to generate subscription-related documents and then send them for digital signatures using Zoho Sign from the Zoho One admin panel. The steps to integrate Zoho Subscriptions with Zoho Sign vary between the three ...Integrate Zoho Bigin with Zoho CRM
Overview Bigin is an easy-to-use, pipeline-centric CRM that helps you manage your business pipelines easily, whereas Zoho CRM is a complete customer relationship solution that helps you take care of your sales process end-to-end. You can use Zoho CRM ...Integrate Zoho Desk with Zoho Subscriptions
Overview This integration allows your customer support agents to view all the subscription information of a customer alongside their tickets. You can also view subscription details such as plan, subscription status, amount, and renewal date of a ...Integrate Zoho Commerce with CRM
Overview This integration allows you to sync products and customers from your Commerce store. You can Send personalized SMS notifications to your customers when their orders have been confirmed, dispatched, or delivered. The steps to integrate Zoho ...
New to Zoho LandingPage?
Zoho LandingPage Resources