Zoho Connect - Intégrations

Zoho Connect - Intégrations



L'intégration est l'un des investissements les plus stratégiques qu'une entreprise puisse réaliser à l'heure actuelle. Une entreprise connectée est une entreprise intelligente. L’intégration de vos systèmes d’entreprise permet une vue globale de vos clients, de vos données ainsi que de la santé organisationnelle. Cela permet d'offrir une meilleure expérience client et d'améliorer votre flux de travail interne.
Dans cet article, nous verrons comment Zoho Connect est bien intégré avec des applications Zoho et comment cette intégration permet de gérer une meilleure communication et collaboration.

Tâches Zoho Mail

Affichez toutes les tâches de votre Zoho Mail sous forme de tableau dans Zoho Connect. Les tâches ajoutées dans vos groupes de messagerie seront également listées comme des tableaux distincts dans Zoho Connect. Tous les membres du réseau peuvent accéder à cette intégration une fois qu’elle est activée par l’administrateur réseau.

Activer l'intégration Zoho Mail

  • Passez à l'onglet "Intégrations" depuis le panneau à droite.
  • Allez à "Tâches Zoho Mail"
  • Activez l'intégration depuis le bouton à droite.

En quoi cela vous aide

Les membres peuvent voir les tâches Zoho Mail comme un tableau dans Zoho Connect.
Cela vous permet d'ajouter et de mettre à jour la date d’échéance, la priorité, le rappel et le statut d'une tâche en question, afin d'assurer une circulation d'information sans faille.

Zoho People

Cette intégration facilite un accès dynamique aux groupes pour chaque département et chaque champ de fonction dans Zoho People. Chaque fois qu'un nouveau membre est ajouté à un département ou à une fonction dans Zoho People, il est automatiquement ajouté au groupe Zoho Connect correspondant.
Les données utilisateur relatives aux champs du profil utilisateur dans Zoho Connect seront synchronisées. Les utilisateurs peuvent effectuer des check-in/check-out web et poser des congés à partir de leur page de profil Zoho Connect.

Bon à savoir

Tous les nouveaux membres ajoutés à Zoho People ainsi que les utilisateurs existants qui ne font pas partie du réseau Zoho Connect recevront une invitation par email leur demandant de rejoindre le réseau Zoho Connect correspondant.

Activer l'intégration Zoho People

  • Pour configurer cette intégration, il faut que l'employé dispose d'un accès administrateur à la fois dans Zoho Connect et dans Zoho People.
  • Sélectionnez l'icône "Intégrations" qui se trouve dans le menu vertical à droite de votre page Zoho Connect.
  • À partir de la liste des intégrations, choisissez Zoho People.
  • Sélectionnez le portail Zoho People que vous souhaitez intégrer à votre réseau Zoho Connect.
  • Gérez votre intégration depuis les options qui s'affichent et enregistrez.

Note

  • Afin d'activer cette intégration, vous aurez besoin d'un abonnement payant à Zoho People et Zoho Connect. De plus, il faut s'assurer que le nombre d'utilisateurs achetés est le même dans les deux systèmes pour éviter toute anomalie dans l'intégration. 
  • L'intégration de Zoho People n'est disponible que pour les réseaux internes de Zoho Connect.

Zoho Meeting

Grâce à l'intégration de Zoho Meeting, vous pouvez démarrer une réunion avec n'importe lequel de vos groupes Connect ou avec un ensemble de membres sélectionnés à partir de la plateforme Zoho Connect.

Note

  • Pour activer l'intégration, vous devez disposer d'un abonnement payant de Zoho Meeting. 
  • L'intégration n'est disponible que pour les réseaux internes de Zoho Connect.

En quoi cela vous aide

Cette intégration vous permet de :
  • Démarrer ou de programmer une réunion, sans quitter l'interface Zoho Connect.
  • Enregistrer la session vidéo ou de partage d'écran et la partager directement sur Zoho Connect.
  • Créer une réunion pour les participants à vos événements Zoho Connect.
  • Inviter des membres extérieurs à votre réseau à participer à la session.

Activer l'intégration Zoho Meeting

  • Vous pouvez activer l'intégration de Zoho Meeting à partir de l'onglet "Intégrations" , qui se trouve dans le menu vertical à droite de votre page Zoho Connect.

Zoho Notebook

L'intégration de Zoho Notebook vous permet de prendre des notes sur les messages, les forums, les manuels, les tâches, les événements et les questions posées dans les forums de discussion sans avoir à passer d'une application à l'autre. Ces notes seront automatiquement synchronisées avec votre compte Notebook.

En quoi cela vous aide

  • Créer des notes contextuelles (spécifique au message)
  • Alternativement, pour les autres modules (Forums, Événements, Tâches, Questions de la mairie), vous pouvez cliquer sur l'icone "plus" et sélectionner "Prendre des notes" depuis le menu déroulant.
  • Le message, l'événement, la tâche, etc. correspondant est associé à la note et peut être consulté à partir de celle-ci.

  • Le lien Connect pertinent est également accessible depuis l'application Carnet de notes en sélectionnant l'option "Liens associés".

  • Les utilisateurs peuvent ajouter la note en tant que message dans Zoho Connect.


  • Toutes les notes sont accessibles via le widget Notebook à droite.

Faites-nous part de votre expérience d'intégration avec Zoho Connect en commentaire.
 
L'équipe Zoho France



      • Sticky Posts

      • Collaboration sans faille avec Zoho One

        Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

        • Recent Topics

        • Passing the CRM

          Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

        • Is there a way to associate an email in ZOHO Main to a Vendor record in ZOHO CRM

          My situation is as below, I have a vendor in ZOHO CRM lets say "Vend A" and an associated contact, "Cont A" If Cont A sends me an email using the email I've registered in the contact record the standard OOTB email sync will work. But the vendor has some

        • Bank charges are applied. Please select a bank account.

          Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown

        • Kaizen #207 - Answering your Questions | Advanced Queries using COQL API

          Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requests

        • Présentation de SecureForms dans Zoho Vault

          Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dans

        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

        • Granular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)

          Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,

        • Sales order & purchase order item links for item details

          This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,

        • Zoho Workdrive - Communication / Chat Bar

          Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

        • Introducing Profile Summary: Faster Candidate Insights with Zia

          We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

        • Kaizen #190 - Queries in Custom Related Lists

          Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly within

        • Need the ability to have read only fields on a form.

          There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the user

        • Reverse payment on accidentally closed invoice.

          An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?

        • New integration: Track booking page appointments in Google Analytics 4

          Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. What

        • How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

          Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

        • How to add image to items list in Invoice or Estimate?

          Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because

        • Zoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses

          Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work well

        • ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.

          Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.

        • Can Zoho Flows repeat Actions more than once?

          I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions

        • Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

          Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

        • customer data security

          We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contact

        • Zoho Cliq not working on airplanes

          Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

        • Sync CRM inventory data with Zoho Books

          I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thought

        • mask Customer phone number and agents cant see customer phone number

          Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solution

        • Email Reminders on Shared Calendars

          How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.

        • Default Sorting on Related Lists

          Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

        • One Contact with Multiple Accounts with Portal enabled

          I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

        • WebDAV / FTP / SFTP protocols for syncing

          I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.

        • What's New in Zoho Inventory | Q2 2025

          Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

        • How to refresh a ticket view ?

          I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly and

        • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

          I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

        • Merge Items

          Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

        • Supervisor Rules - Zoho Desk

          Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

        • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

          Had email bounce. Let me know if you can fix this. Thanks. Michael

        • Zoho Canvas - Custom templates for related lists

          Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

        • Automation #15: Automatically Adding Static Secondary Contacts

          Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

        • New Zoho triggers Google Dangerous flag due toabnormal charcters

          Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

        • Is there a API to fetch tasks in a Board/Section

          I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

        • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

          I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

        • Adding an Account Name to Tasks/Reminders

          Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 

        • Next Page