Integration Field | Online Help | Zoho Projects

Integration Field

Integration Field allows the users to update data from Zoho CRM. By enabling this feature, the user can establish a relationship between the data in Zoho Projects and the data in Zoho CRM. 
  1. Click   in the top navigation band.
  2. Navigate to Customization > Layouts and Fields > Projects.
  3. Click the layout to add a field.
  4. Drag and drop the Integration Field from the New Fields tray into the layout editor.
  5. Enter the Field Name and select a Service, Module and Field.
  6. Click Add to Layout.

Your Zoho CRM portal should be integrated with Zoho Projects to enable the integration field. 

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