SugarCRM for Zoho Projects

April 16, 2024

Key Points

1. Easy-access:
Associate projects of SugarCRM with Zoho Projects.

2. Increase opportunities:
Map SugarCRM Modules in Zoho Projects.

3. Grow your contacts:
Create SugarCRM Projects from Zoho Projects.

4. Auto-mapping:
Create SugarCRM Tasks from Zoho Projects.

Install Now
Step 1

Setting Up

1. Install the plugin from Zoho Desk Marketplace listings

2. Select the Portal

3. Select Projects and Accessibility for Users and Profiles
Step 2

Authorize Zoho Projects

1. Authorize the SugarCRM Zoho Projects.
Step 3

Authorize SugarCRM Projects

1. Give SugarCRM Domain URL, User Name, Password of SugarCRM Project.

Step 4

Select Modules

1. Select the SugarCRM modules,which need to be displayed in Zoho Projects.
Step 5

Mapping Projects

1. Finally, Mapping the SugarCRM projects with Zoho Projects.

Step 6

Listing  Data

1. We can view the SugarCRM modules data in Zoho Projects.

2. We can change the status from Zoho Projects to SugarCRM.
All set go , Explore SugarCRM for Zoho Projects Integration and contact us For any support help@oapps.xyz
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