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

    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

    • Notification to customers when I use a Zoho function

      Hi all, I tried searching the community but couldn't find anything about it. I noticed that the customer receives the notification of reopening the old ticket but does not receive the notification of opening a new ticket when I use the function: "separate

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • "Spreadsheet Mode" for Fast Bulk Edits

      One of the challenges with using Zoho Inventory is when bulk edits need to be done via the UI, and each value that needs to be changed is different. A very common use case here is price changes. Often, a price increase will need to be implemented, and

    • Email Notifications not pushing through

      Hi, Notifications from CRM are not reaching my users as they trigger.  We have several workflow triggers set up that send emails to staff as well as the notifications users get when a task is created for them or a user is tagged in the notes.  For the past 6 days these haven't been coming through in real time, instead users are receiving 30-40 notifications in one push several hours later.  This is beginning to impact our daily usage of CRM and is having a negative effect on our productivity because

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • Add specific field value to URL

      Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

    • Syncing Bills in Zoho Books to Zoho CRM

      Is there any way to sync the Bills in Zoho Books in Zoho CRM

    • SAML in Zoho One vs Zoho Accounts

      What is the difference between setting up SAML in Zoho Accounts: https://help.zoho.com/portal/en/kb/accounts/manage-your-organization/saml/articles/configure-saml-in-zoho-accounts ... vs SAML in Zoho One?: https://help.zoho.com/portal/en/kb/one/admin-guide/custom-authentication/setting-up-custom-authentication-with-popular-idps/articles/zohoone-customauthentication-azure

    • How do I change the order of fields in the new Task screen?

      I have gone into the Task module layout, and moving the fields around does not seem to move them in the Create Task screen. Screenshot below. I have a field (Description) that we want to use frequently, but it is inconveniently placed within the More

    • Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?

      Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Deactivated Zoho One account can sign in

      I am concerned by the fact that deactivated users in Zoho One have the ability to sign in even after their account has been deactivated (not deleted). these inactive identities have no access to individual Zoho apps or data. based on my experience they

    • How can I reset the password for a user in Zoho Projects

      We need to reset the password for a user in Zoho Projects. I am the admin portal owner and there was nothing to be found to do this. very confusing.

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • How can I add a comment to an existing ticket via API?

      I need to add comments/notes to the history of an existing ticket using the API without overwriting the original ticket description. Thanks!

    • Internal Error When Accessing Team Inbox.

      All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.

    • Marketer's Space: Proven tips to improve open rates – Part III

      Hello Marketers! Welcome back to another post in Marketer's Space! This is the final post in the "open rate series". In the first and second parts, we discussed topics ranging from sender domains to pre-headers—but we're not done yet. A few more important

    • MCP no longer works with Claude

      Anyone else notice Zoho MCP no longer works with Claude? I'm unable to turn this on in the claude chat. When I try to toggle it on, it just does nothing at all. I've tried in incognito, new browsers, etc. - nothing seems to work.

    • Change Number Field to Decimal Field

      Hi, It would be nice to be able to change the field type without having to delete it and create a new one, messing up the database and history. Thanks Dan

    • Allow Text within a Formula

      Hi, I would like to be able to use this for others things like taking an existing Date Field and copying its value, so by entering getDay(Date)&"-"&getMonth(Date)&"-"&getYear(Date) it results in 01-02-2026. And then when the Date is changed so is this

    • Zoho Social - Feature Request - Reviewer Role

      Hi Social Team, I've come across this with a couple of clients, where they need a role which can review and comment on posts but who has no access to create content. This is a kind of reviewer role. They just need to be able to see what content is scheduled

    • Zoho Books/Inventory - Update Marketplace Sales Order via API

      Hi everyone, Does anyone know if there is a way to update Sales Orders created from a marketplace intigration (Shopify in this case) via API? I'm trying to cover a scenario where an order is changed on the Shopify end and the changes must be reflected

    • Zoho Inventory / Finance Suite - Add feature to prevent duplicate values in Item Unit field

      I've noticed that a client has 2 values the same in the Unit field on edit/create Items. This surprised me as why would you have 2 units with the same name. Please consider adding a feature which prevents this as it seems to serve no purpose.

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Kaizen #224 - Quote-driven Deal Reconciliation Using Zoho CRM Functions and Automation

      Hello everyone! Welcome back to another instalment in the Kaizen series. This post covers quote-driven deal reconciliation, emphasizing Functions and Automation to address practical sales challenges. Business Challenge Sales organizations often mark deals

    • Dependent / Dynamic DropDown in ZohoSheets

      Has anyone figured out a way to create a Dropdown, the values of which is dependent on Values entered in the other cell ?

    • Zoho Inventory - Composite Items - Assembly - Single Line Item Quantity of One

      Hi Zoho Inventory Team, Please consider relaxing the system rules which prevent an assembly items from consisting of a single line item and outputting a quantity of 1. A client I'm currently working with sells cosmetics and offers testers of their products

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • BARCODE PICKLIST

      Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • How do I create an update to the Cost Price from landed costs?

      Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions

    • Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

      Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

    • VoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria

      VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute Expanded

    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil

    • Error 0x800CCC0F Outlook

      Hello, i cannot send or receive email in outlook. can you please help. 'Sending' reported error (0x800CCC0F) : 'The connection to the server was interrupted. If this problem continues, contact your server administrator or Internet service provider (ISP).'

    • 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

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Zoho vault instal on windows

      I am trying to use Zoho Vault Desktop for Windows, but I am unable to complete the sign-in process. Problem description After logging in to my Zoho account and clicking Accept on the authorization page, nothing happens. The application does not proceed

    • Next Page