Faites en plus grâce à des intégrations - Zoho Projects

Faites en plus grâce à des intégrations - Zoho Projects



L'intégration entre logiciels vous permet d'avoir une synchronisation rapide et fiable des données, ce qui élimine également les redondances et améliore l'efficacité opérationnelle. L'objectif est de connecter différents éléments de diverses ressources dans un environnement unique. Quelle que soit la taille de votre organisation, une intégration planifiée et exécutée efficacement vous permet de transférer et de convertir les données de manière transparente et rapide, en temps réel. En intégrant les données et les services, votre entreprise disposera des systèmes nécessaires à la mise en œuvre automatique d'une variété de tâches qui pourront être exécutées et modifiées à tout moment et en tout lieu.

Les avantages

  • Fiabilité du système
  • Agilité opérationnelle
  • Réduction des dépenses
  • Gestion efficace du temps
  • Augmentation de la productivité des employés
  • Meilleur flux de données
  • Une vue à 360 degrés des informations clients
  • Une plus grande efficacité des équipes
  • Amélioration des processus commerciaux
  • Adaptabilité
Dans cet article, nous découvrons certaines intégrations de Zoho Projects dans l'écosystème Zoho qui vous permettront de mieux gérer vos projets en toute agilité.

L'intégration Zoho CRM

Zoho Projects supporte l'intégration de Zoho CRM, qui vous aide à gérer vos affaires. Il s'agit d'une synchronisation bidirectionnelle qui est activée pour les mises à jour des tâches et les commentaires entre les deux applications. C'est-à-dire, quand un champ de tâche est mis à jour ou quand un commentaire de tâche est ajouté dans Zoho Projects, le changement est synchronisé avec la tâche respective dans Zoho CRM et vice versa.

Les avantages

  • Gardez tous les utilisateurs internes et les clients en harmonie.
  • Suivez toutes les activités de projet liées à vos clients à partir d'un seul endroit.
  • Automatisez le mappage des comptes clients.

Configurer l'intégration de Zoho CRM

  • CRM >> Paramètres >> Marketplace >> Zoho >> Zoho Projects
  • L'intégration de Zoho Projects pour votre compte CRM se compose de trois étapes principales :
    • Configuration du portail - Un portail, dans Zoho Projects, est un endroit central où tous les projets peuvent être gérés. Lors de l'intégration, tous les projets associés au portail sélectionné seront poussés dans Zoho CRM et peuvent être gérés directement à partir de Zoho CRM.
    • Mappage des champs - Pendant l'intégration, vous pouvez mapper les champs de Zoho Projects avec les champs CRM correspondants. Vous pouvez choisir les champs CRM correspondants appropriés sous les modules Deals et Accounts et les associer. Le mappage des champs permettra de remplir automatiquement les champs dans Zoho CRM chaque fois qu'un nouveau projet est créé.


    • Mappage des comptes clients - Le mappage des comptes clients est une option fournie dans le cadre de cette intégration : associez les clients (dans Zoho Projects) avec les comptes (dans Zoho CRM). Une fois que la correspondance exacte est trouvée, les projets classés sous les clients sont automatiquement associés au compte correspondant dans Zoho CRM, ce qui vous fait gagner beaucoup de temps et d'efforts. En outre, avec l'aide du mappage personnalisé, vous pouvez sélectionner manuellement les clients des projets et les associer aux comptes CRM respectifs.(IMG)
  • Autorisations pour les utilisateurs de Zoho CRM - Vous devez définir les autorisations pour tous les utilisateurs de Zoho CRM en fonction de leurs profils. En définissant les autorisations pour les profils, tous les utilisateurs CRM sous les profils respectifs sont automatiquement poussés dans Zoho Projects. Le rôle des utilisateurs de Zoho CRM poussés dans Projects est défini par défaut comme "Employés". Dans le cas où les utilisateurs CRM existent déjà dans Zoho Projects avant cette intégration, leurs rôles restent intact

L'intégration Zoho Workdrive

Vous aide à collaborer avec vos collègues et à gérer l'ensemble des fichiers dans un espace sécurisé.

Les avantages

  • Travaillez en collaboration avec vos collègues.
  • Restaurez des fichiers ou des dossiers supprimés.
  • L'accès aux informations peut être contrôlé en attribuant différents rôles avec des autorisations précises.

Configurer l'intégration de Zoho Workdrive

  • Zoho Projects >> Paramètres >> Marketplace >> Zoho apps >> Zoho Workdrive "Configurer"
  • Paramétrez les rôles, cliquez sur "Mettre à jour"
  • Cette intégration vous permet de créer des documents au sein d'un projet précis et vous permet de gérer tous les fichiers sous l'onglet "Documents" de Zoho Projects mais avec les fonctionnalités de Workdrive.

L'intégration Zoho Expense

Suivez et gérez les dépenses quotidiennes de vos employés liées aux projets.

Les avantages

  • Suivez les dépenses à l'aide des rapports.
  • Visualisez les dépenses ainsi que le coût réel et comparez-les au budget.
  • Les dépenses doivent être approuvées avant d'être facturées, ce qui vous permet de mieux contrôler les coûts.
  • Téléchargez les reçus et soumettez-les pour approbation.

Configurer l'intégration de Zoho Expense

  • Zoho Projects >> Paramètres >> Marketplace >> Zoho apps >> Zoho Expense sélectionnez "Activer Zoho Expense"
  • Dans la suite Zoho One, si vous avez déjà intégré Zoho Invoice/Zoho Books, la clé ZSC sera également mise à jour automatiquement pour Zoho Expense.


  • Depuis l'onglet "Dépense", Zoho Projects vous permet de créer une dépense au sein d'un projet précis.

L'intégration Zoho Meeting

Lancez une discussion en visioconférence depuis Zoho Projects pour faciliter une collaboration contextuelle.


Les avantages

  • Ajoutez des réunions à votre calendrier et configurez des rappels.
  • Lancez des réunions instantanées avec les membres du projet.
  • Enregistrez les réunions et visionnez--les plus tard depuis Zoho Projects.

L'intégration Zoho People

L'intégration Zoho People et Zoho Pojects vous permet de vérifier la disponibilité des utilisateurs, d'appliquer, d'approuver ou de refuser les demandes d’absence et ainsi de maîtriser la réalisation de vos projets. 


Les avantages

  • Vérifiez si les utilisateurs sont disponibles pour prendre en charge le travail lors de la création de tâches ou de la soumission de problèmes.
  • Équilibrez la charge de travail à partir du tableau d'utilisation des ressources en fonction de leur disponibilité.
  • Demandez des congés à partir du module de calendrier.
  • Approuvez ou rejetez les congés en tenant compte des exigences du projet.
Mais ce n'est pas tout, Zoho Projects s'intègre parfaitement à de nombreuses autres applications Zoho et à des applications tierces.
Pour en savoir plus : Marketplace

L'équipe Zoho France


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