Web tabs functionality can be used to access the applications created in Zoho Creator and link with the Zoho CRM data. In order to access the Creator application within Zoho CRM, design an application in Zoho Creator, add it as a web tab inside CRM and then activate to the selected user profiles. While creating the business application in Zoho Creator you can link with the CRM modules (leads, contacts, accounts, etc.). In addition, you can automatically access your secured Creator Application within CRM using Zoho Single Sign-on (both Zoho CRM and Zoho Creator support Single Sign-On).
In order to demonstrate the integration, we created a simple Travel application in Zoho Creator that helps sales people plan and log travel expenses. They can then associate them with a particular contact or account. In this application, Zoho Creator retrieves a list of accounts directly from the Account module in Zoho CRM. You can build this application easily using drag & drop tools and Deluge scripting in Zoho Creator.
Follow the steps given below to link the CRM and Creator application:
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.