Integrate Zoho CRM with Zoho Creator
Overview
Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will also be able to retrieve records from other CRM modules into these custom tabs.
Benefits of this integration are,
- Integrated Creator Apps in a single platform.
- Control the accessibility of the custom tabs in CRM.
- Group various tabs as a single entity in Zoho CRM
The steps to integrate vary between the two User Interface versions supported in Zoho One. Select the UI version you use from the tabs below and proceed with the steps that follow.
Spaces UI
Unified UI
Spaces UI
To enable the integration,
- Sign in to Zoho One.
- Click
on the top-right corner, 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.
Note: 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
- Click Integrations in the tab at the top.
- Click the required app, hover over the integration you want to delete, click
, then click Deactivate.
- Read the confirmation message and click Deactivate.
Note: 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
- 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.
Note: 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.
Note: 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
, then click Deactivate.
- Read the confirmation message and click Deactivate.
Note: 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.
Note: Delete is an irreversible action. You will need to re-enable and configure the integration to use it again.
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