Setting up Zoho Creator in Zoho CRM - Online Help - Zoho CRM

Setting up Zoho Creator Integration

Prerequisite

Before activating, please make sure that you meet the required criteria mentioned below:

  • You should be an Administrator in the Zoho CRM account.
  • You should have a Zoho Creator account with any edition.
    If you do not have a Zoho Creator account, click Create Account. An account with the Free Edition will be automatically created.

Activate Custom Apps for your CRM Account

Activation is the first step towards using this feature. As an administrator you can activate or deactivate the Custom Apps feature at anytime.


Availability
Permission Required:
Users with the Administrator profile can activate this feature.



To activate custom apps
  1. Log in to Zoho CRM with administrative privileges.
  2. Go to SetupMarketplace Zoho  > Build Custom Apps.
  3. In the Build Custom Apps page, click Create your First Application.
    If you do not have a Zoho Creator account, click Create Account. An account with Free Edition will be automatically created.
    Your Zoho Creator account will be associated to the Zoho CRM account. See Also Roles of Users in Building Custom Apps

 After Activation

Once the activation is complete all the users with administrator profile will receive a notification email. You can do the following set of actions:

  • Create/Import an application: While creating/importing the application you will also be able to create forms and views. The form that you create will be linked to the tab and the view will be visible when you access the tab. The option to import the apps will be available only if there are applications in the associated Zoho Creator account.
  • Update Developers: For the application created within Zoho CRM, you can add or remove developers. Only one developer can be added to an application.
  • Provide custom tab accessibility: You can provide access to the tabs for the various profiles in your CRM account.
  • Customize the applications, form and views: You can modify the app, forms and views as per your needs from within CRM.

 Deactivate Custom Apps

As an administrator of Zoho CRM, you can deactivate this feature after which users in your organization will not be able to create custom apps using Zoho Creator from within Zoho CRM.

Note
  • On deactivating, all the custom tabs along with the applications, forms and views created from within Zoho CRM will be deleted only from CRM.
  • The applications, forms or views will still be accessible in the associated Zoho Creator account.

To deactivate Custom Apps

  1. Log in to Zoho CRM with administrative privileges.
  2. Click Settings Setup Marketplace Zoho  > Build Custom Apps.
  3. In the Build Custom Apps page, click Deactivate Custom Apps.

Automatic Downgrade

When your Enterprise Edition gets automatically downgraded to the Free Edition due to various reasons, all the Zoho Creator data associated to the Zoho CRM account will be temporarily saved for 15 days.

  • Within those 15 days if you upgrade to the Enterprise Edition, your data will NOT be lost.
  • Within those 15 days if you DO NOT upgrade to the Enterprise Edition, your Creator data associated to CRM will be deleted in your Zoho CRM account. However, the applications, forms and views will not be deleted from your Creator account. Please note that the CRM users who had been given access to the Creator apps will still be able to use the app from the Creator account.

Manual Downgrade

When you manually downgrade the Enterprise Edition to any other Edition, then all the Zoho Creator data associated to the Zoho CRM account will be permanently deleted in Zoho CRM. However, the applications, forms and views will not be deleted from your Creator account. Please note that the CRM users who had been given access to the Creator apps will still be able to use the app from the Creator account.

Roles for Different Users in Building Custom Apps

For building Custom Apps, here is a list of actions that can be performed by the users with different profiles.

Administrator in Zoho CRM
  • Activate/Deactivate Custom Apps
  • Delete custom tabs
Owner of the Zoho Creator Account that is associated to the CRM account
  • Create custom tabs by creating/importing apps, forms, views.
  • Customize forms and create views
  • Share custom tabs with users of other profiles in CRM
  • Provide accessibility of the views to specific users
  • Add or remove developer of the application
  • Activate/Deactivate Build Custom Apps feature (only if the user is an Administrator in CRM)
  • Add, edit or delete the records of the view in the custom tab
  • Delete custom tabs
Developer of an application
  • Create custom tabs by creating/importing apps, forms, views
  • Customize forms and create views
  • Share custom tabs with users of other profiles in CRM
  • Provide accessibility of the views to specific users
Other profile users
  • Access the custom tab and view based on the permissions.
  • Add, edit or delete the records of the view in the custom tab, based on the permissions defined in Zoho Creator.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                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.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Zoho Creator Integration - Overview

                                                                                                    Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will ...
                                                                                                  • Creating Custom Tabs

                                                                                                    Using the Zoho Creator Integration, you can build applications, forms, views and associate the form to a custom tab in Zoho CRM.  Custom tabs can be created in two ways: Create - You can build custom tabs by creating a Zoho Creator application, form ...
                                                                                                  • Using Zoho Finance Suite Integration

                                                                                                    Some content may only be available to specific users. Viewing the finance suite integration modules Once you have integrated the Zoho Finance Suite into Zoho CRM, you will be able to do the following actions for each of the Zoho Finance applications. ...
                                                                                                  • Setting up Zoho Cliq Integration

                                                                                                    When your manager wants to have a word with you regarding a potential customer and the possibility of winning a deal, you may not always prefer to sit in a conference room and discuss the details. When you want to give a quick update about the latest ...
                                                                                                  • Zoho Directory integration with CRM

                                                                                                    Integrating CRM with Zoho Directory gives the CRM administrators a stronger hold on the organization's CRM account by enforcing password security, IP restrictions, and other policies. Read more about Zoho Directory here. Benefits of integrating CRM ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources