A CRM software system from Zoho.
Integrations and Connectors
AgilePoint NX integrates in these ways with Zoho CRM:
- Activities in Process Builder
- Access tokens
Activities in Process Builder
An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.
The following activities are available for Zoho CRM:
- Convert Lead
- Create Entity
- Delete Entity
- Update Entity
For more information, refer to the process activities for Zoho CRM in Process Builder.
You can create access tokens for Zoho CRM.
An access token is a secure object that stores an endpoint (usually a URL) and authentication credentials to connect to a service or technology. Often this is an external or third-party service, like Salesforce or SharePoint, but access tokens can also connect to an AgilePoint NX enviornment, local database, or other types of technologies. Once an access token is created, application designers can simply select and reuse it, rather than entering the credentials each time they are needed.
For more information, refer to Access Token for Zoho CRM.
Zoho CRM Documentation
Use these to find third-party vendor documentation for Zoho CRM:
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Zoho CRM, Zoho, CRM, customer relationship management