Overview
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// marketing
Activating the module
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Fill in the configuration fields:
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- Client ID - Client ID from the application
- Client Secret - Client Secret from the application
- Endpoint - Zoho endpoint that you use
- Auto-export clients - automatic client export during client creation
- Auto-export all contacts - automatic export of all customer contacts
- Auto-export selected contacts - automatic export of contacts which in the email address use the same domain as the main account
- Delete in Zoho on HostBill delete - automatic account deletion from Zoho when the client delete the HostBill account
- Create a new application in the Zoho Developer Console
- Set Authorized Redirect URIs to the link provided in the module description
- Go to the Client Secret tab and copy Client ID and Client Secret
- Save changes
- Press the Get Code button and confirm access to selected parts of the API
Configuring Zoho CRM
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Proceed to Extras → Plugins → Zoho CRM to → Configuration tab to set merge fields and to be able to manually export clients
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The Bulk Export . You can set which field from client details is to be sent to Zoho or enter a custom value.
The Zoho CRM tab will display a list of clients who have not been exported to ZohoCRM. You can choose which customers you want to export.
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In the Configuration Mass Export tab you can mass export all clients according to the options set in the module configuration. ..// screenshot For mass export to work properly, it is necessary to enable the HostBill Queue module.
