Deals to Projects Mapping for Zoho CRM

Deals to Projects Mapping for Zoho CRM

Contents

  1. Prerequisites.
  2. Key features of Deals to Project Mapping.
  3. How to install the "Deals to Projects Mapping."
  4. A new button was added in the Deals Module.
  5. How to map the Zoho projects from Deals Module.
  6. Support.

Prerequisites

  1. You must be the Zoho CRM's super admin.
  2. Zoho CRM Enterprise edition or higher is required.
  3. Zoho Projects Premium edition or higher required.
  4. The Currency should be the same for both products.

Key Features of Deals to Projects Mapping

  1. This feature helps you to seamlessly from sales to project management and eliminates the need for duplicate data entry.
  2. By mapping deals to projects, you can ensure that the right resources are allocated to the right projects.
  3. Triggering the emails and sales signals to the record owner while the new project was created.
  4. You can add the Zoho Projects from the Deals module instantly.

How to install the "Deals to Projects Mapping"

To install the Deals to Projects Mapping extension
  1. Go to Setup > Marketplace > All.
    All the installed extensions are listed. Under All Extensions, you can view all the extensions supported by your CRM.
  2. Click All Extensions, browse for, and click "Deals to Projects Mapping for Zoho CRM."
    Details about the extension will be available.
  3. Click Install.
  4. Agree to the Terms of Service and click Install.


  1. Choose one of the following, then click Confirm:
    1. Install for admins only - The extension will only be installed in CRM for users with the administrator profile.
    2. Install for all users - The extension will be installed in CRM for all users.
    3. Choose profiles - The extension will be installed in CRM for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
      The extension will be installed automatically for the specified users.



Create OAuth Authorization

  1. To authorize the account click on the authorize button. 
  2. Select the connector to authorize.


Need to select the production option.


Accept the terms and proceed with the further process.



After installing the extension you'll get the pop-up at the right bottom of the screen shown below.



A new button was added in the Deals Module

In the Deals module, we have created a new button "Create Project." After clicking the button the project will be created.



How to map the Zoho Projects from Deals Module

After installing the extension a setting widget will open automatically or you have to click the "Settings" button. Then the setting widget will open and you have to choose the Deal Stage, Portal, and you have to map the Deal fields to Projects.



Select the Deal stage, Portal and click the check box to map the fields of Zoho Projects..



After mapping the Deals Field to the Zoho Projects click on the setup button.



After setup, you'll get a pop-up as "Successfully Setup Fields" 




After setting up you have to create the deal and has to fill in all the fields you mapped. According to your selected deal stage, you have to click the button "Create Project." 



You'll get a pop-up after clicking the "Create Project"  as shown below.




By clicking the "Create Project" the project will be created in the Zoho Projects. 



You can find the fields you have mapped in the Zoho CRM as shown below.



Once the project was created you'll get a sales signal in the Zoho CRM and email to the contact.




Support

Contact Number: +919868329081
Website: www.nexivo.co

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