Associating Zoho CRM with Responsive Projects and Intakes

Overview

Contact support@responsive.io to access this feature or request enablement.

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

1. While creating a project in Responsive, click the Zoho 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 the Zoho 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 Zoho icon. An intake association pop-up 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.

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