Overview
This article describes the steps to integrate Zoho CRM on Josys's App Catalog page.
Integration Specifications
| Eligible Plans | Standard, Professional, Enterprise, Ultimate |
|---|---|
| Admin Role for Integration | Super Administrator |
| Integration Method | OAuth |
| Integration Key | |
| Capabilities | Account Deletion Account Visualization License Visualization Change Permissions |
| Account Visualization | Pending Active Deleted Inactive |
| Statuses Excluded from Unmanaged IDs | Deleted |
| Configurable Settings on Provisioning | |
| Configurable Settings on Deletion | |
| Subscription Information | How to check subscription information |
| Visualized Items | - |
| Retrieved Items for License Management | Plan Name User License Total Licenses Assigned Unassigned |
| Common Items | |
| Edit Permissions | |
| Target Accounts for Integration | N/A |
Integrating Zoho CRM
- From the left sidebar of Josys, click Integrations > App Catalog.
- Search for Zoho CRM and click it.
- The setup page will be displayed on the right.
- Click Next, and log in with your Zoho CRM Super Administrator account to integrate.