Overview
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Activating the module
- If the plugin is included in your HostBill edition you can download it from your client portal.
- If the plugin is not included in your HostBill edition you can purchase it from our marketplace and then download it from the client area.
- Once you download the plugin extract it in the main HostBill directory.
- Go to Settings → Modules, find and activate Zoho CRM plugin.
- Once the plugin is activated you will be directed to Settings→ Modules→ Plugins to configure the plugin.
Module configuration
Fill in the configuration fields:
- ...
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Configuring Zoho CRM
Proceed to Extras → Plugins → Zoho CRM to set merge fields and to be able to manually export clients
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The Bulk Export 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 tab you can ...
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