New Enhancements to Zoho CRM and Zoho Creator Integration

Hello Everyone,

We’ve rolled out enhancements to the Zoho Creator and Zoho CRM integration to align with recent updates made to the Zoho Creator platform. With enhancements to both the UI and functionality, 

This update also tightens access control by allowing only Zoho Creator app owners to integrate their apps with Zoho CRM. More on these developments is below.

What's new in the integration?

1) The UI for integrating a custom app has been enhanced to align with Zoho Creator's recent updates.

2) You will now need to choose teamspaces to associate your creator applications because of the newest UI update from Zoho CRM's side.

3) Multiple developers can now be assigned an app.

4) Users permissions can be defined during the integration process and also new users can be added with these defined permissions to apps.

5) Zoho CRM now supports Environments in Zoho Creator.

6) Zoho CRM now restricts only Zoho Creator applications owners to perform the integration with updated permissions.

7) All related lists created during the integration will be automatically deleted once the application is deactivated from Zoho CRM.

We will now explain each of these enhancements in detail.

UI Enhancements

1. Updated Integration Flow

The steps to integrate a Creator app with CRM have changed. You will now see the following steps in the UI:

1. Customize your form
   
2. Add/Modify developers
   
3. Tab permissions
   
4. User permissions
   
5. Add users
   
6. Add related lists
   

2. Choose Teamspace Instead of Tab Group

With the new CRM UI, users must now select a Teamspace to associate their Creator app with. The option to select a custom tab has been removed if you are working on Zoho CRM's new UI.

Note: User who are in the old UI will still see the option to choose their tab groups while they integrate their custom apps.

Functionality Enhancements

1. Multiple Developer Support

Previously, we allowed only one developer to be assigned to a creator app.

Now, with this enhancement, you can assign multiple developers to your custom applications. You can also add more developers to the custom app while editing the integration.

2. User Permissions for Creator Apps

You can define additional user permissions during the integration. CRM users added to the app will be assigned the permissions set in this step.

Default permissions will be listed in this step, and you can add new permissions if required, especially when you have a large number of users who can access the custom app.

3. Add Users to Applications

Previously, we did not have this step where users would be added to the custom app.

In this enhancement, you can now add users directly to Creator applications with the permissions defined in the previous step.

4. Environment Support

Like CRM Sandbox, Creator now supports Development, Stage, or Production Environments for testing.

1. Changes made in the Development environment must be pushed live from the Zoho Creator platform to reflect in Zoho CRM.
   
2. If an environment is enabled for the app, the builder will be disabled within Zoho CRM, and such apps cannot be edited from CRM.
   

5. Integration Ownership Restriction

Only app owners in Zoho Creator can integrate apps into Zoho CRM. Users with shared access can no longer perform this integration.

6. Permission Requirements for Integration

Previously, we allowed users with only an Administrator profile to integrate their Zoho Creator apps with Zoho CRM.

Now, users with any profile must have of the following permissions enabled:

1. Manage Extensibility to integrate Zoho Creator apps and
   
2. Manage Module Customization to create custom tabs.
   

7. Auto-deletion of Related Lists on App Deactivation

Earlier, if integrated custom apps are deactivated from within Zoho CRM, all related lists created during the integration remained visible. Now, when a Creator app is deactivated from within Zoho CRM, any related lists created through that integration will be automatically deleted.

Resources : Zoho Creator Integration with Zoho CRM

This concludes the announcement. Please leave a comment below if you have any questions, and we will respond as soon as possible.

Thanks & Regards
Serena Woolridge

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