最新博彩网站

Integrating with 最新博彩网站 CRM

You can use this integration to import the leads, accounts, contacts, and deals from 最新博彩网站 CRM into 最新博彩网站 People as Clients. Once they have been imported, projects can be associated to these CRM clients in 最新博彩网站 People. You can then associate the jobs with those projects and assign employees to them, allowing you to track time spent on the CRM clients in 最新博彩网站 People.

Enabling integration with 最新博彩网站 CRM

To integrate with 最新博彩网站 CRM,

  1. From your home screen, navigate to Settings > Integrations > 最新博彩网站 
  2. Click Configure in 最新博彩网站 CRM
  3. Select the CRM organization of the user who is logged in. 最新博彩网站 People users can import data only from this CRM organization, so only data that this user can access can be imported. 
  4. Click Enable.

Note: Only the 最新博彩网站 People administrator can enable integration.

Importing CRM Data into 最新博彩网站 People

Once the integration is enabled, there are two ways of importing data from 最新博彩网站 CRM.

Method 1:

  1. Navigate to Timesheet > Projects/Jobs > Clients.
  2. Click the ellipsis icon and then click Import from 最新博彩网站 CRM.

  1. Select the module and the data to be imported. 

  1. Click Submit.

Note: This import method will only be applicable to users with administrator privileges, and users who have been given import permission for client form via user access control.

Method 2: 

While adding or editing projects, you can use the Choose from CRM option in the Client field to directly associate the project with the CRM client. Once the project is saved, the associated CRM client will be imported to 最新博彩网站 People as a client. 

Note: This method of importing CRM data will be available to everyone in the organization who has permission to add or edit projects.

鈥婰颈尘颈迟补迟颈辞苍蝉:

  • Only name and currency information will be imported. First name and last name will become a single field (client name). 
  • Any changes made to CRM client in 最新博彩网站 People will not be reflected in 最新博彩网站 People and vice versa. 

Adding CRM data from 最新博彩网站 People

Leads, contacts, accounts, and deals can also be added to 最新博彩网站 CRM from 最新博彩网站 People. While creating or editing a project, you can click Choose from CRM and the existing CRM data of the corresponding modules will be displayed. You can also click Add to add data to CRM.

Note:

Only the user who has enabled the integration can add data to the integrated CRM organization. 

Viewing CRM integration details 

To see whether the integration is enabled and which CRM account it is integrated with :

  1. Navigate to Settings > Integrations > 最新博彩网站 
  2. Click View Details under 最新博彩网站 CRM to view the following details:
  • CRM Company Name - company to which the integration is enabled.
  • The name of the employee whose CRM data can be imported into People.

鈥�

Note: Only the 最新博彩网站 People administrator can view these integration details.

If the employee who enabled the integration is removed from 最新博彩网站 People, then the screen will show this:

If the integrated CRM account is deleted, or the user who enabled the integration is removed from the integrated CRM account, the screen will show this:

In both cases, the integration will not work. The integration has to be disabled and re-enabled for it to work seamlessly.

Disabling integration with 最新博彩网站 CRM

To disable the integration with 最新博彩网站 CRM,

  1. Go to Settings > Integrations > 最新博彩网站.
  2. Click View Details.
  3. Click Disable.

鈥�鈥�

Adding a custom link in 最新博彩网站 CRM to use 最新博彩网站 People

Adding custom link not only allows you to associate clients for a job directly but also allows you to view the summary of the client's logged hours.

  1. Log in to your 最新博彩网站 CRM account

 

  1. Click Setup > Customization > Modules

  1. Select the Accounts module from the modules list as shown in the image above

  1. Click Links and Buttons > Create Your First Link
  2. Provide Label name and Description
  3. Enter the URL given below

    https://people.zoho.com/clientsummary.do?service=最新博彩网站CRM&AccountName=${Accounts.Account Name}

鈥�

  1. Click Save

Note: Only 最新博彩网站 CRM Enterprise Plan users will be able to add custom links. Check out the 最新博彩网站 CRM Pricing page for more details.

Viewing client summary page from 最新博彩网站 CRM Leads/Accounts/Contacts/Deals module

  1. Log in to your 最新博彩网站 CRM account
  2. Click Account > Account Name that you have associated with 最新博彩网站 People job

The link that you added in 最新博彩网站 CRM Client Summary will be listed under Links at the left side of the page as shown in the image above.

  1. Click on the link to view the client summary page