Associating Zoho CRM with Responsive Projects and Intakes

Overview

Zoho CRM is an add-on feature and must be enabled prior to use. Contact your account manager, or accountmanagers@responsive.io, to enable it.

You can associate Zoho CRM Account, Lead, and Deal with Responsive projects while creating projects and intakes in Responsive.

Select the applicable tab for your edition of Responsive.

• Associating Zoho CRM with Responsive Projects and Intakes

  Associating When Creating Projects

  Associating Zoho CRM Account, Lead, and Deal with Responsive projects can be done while creating a project in Responsive. To associate a project follow the steps below.

  1. While creating a project in Responsive, click the icon. A project association popup is displayed.
     
  2. Select from the list the object type you wish to associate with the project.
     
  3. Use the search box to find the Account, Lead or Deal you want to associate.
     
  4. Select the object and then click Add.
     
     Information from Zoho CRM fields will automatically mapped to your project.

  Projects with a Zoho CRM association are indicated with icon on the Manage Project page.
  

  Associating When Creating Intakes

  You can associate an intake with Zoho CRM Account, Lead, and Deal when creating the intake in Responsive. To associate an intake follow the steps below.

  1. While creating an intake in Responsive, click the icon. An intake association popup is displayed.
     
  2. Select from the list the object type you wish to associate with the intake.
     
  3. Use the search box to find the Account, Lead or Deal you want to associate.
     
  4. Select the object and then click Add.
     
     Information from Zoho CRM fields will automatically mapped to your intake.

  Intake with Zoho CRM association are indicated with icon on the Manage Intake page.
  

• Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.