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Zoho CRM

Overview

Do you want to reduce the time it takes to keep the list of projects in OpenAsset up to date? By using Zapier you can integrate Zoho CRM with OpenAsset in countless different ways!

For example, you can:

  • Create a new project in OpenAsset when a new deal is created.
  • Update project fields in OpenAsset with key data from deals.

Getting started

It is super simple to get up and running with Zapier integrations, below we outline the steps to get you started.

  1. Use the invite link. Integrations via Zapier are currently invite only so you just need to use the following link and click "Sign Up to Accept Invite" https://zapier.com/developer/invite/99942/654acbd18101216dd5b6e46f1a677e55/
  2. Create a Zapier account. You can create an account for free!
  3. Create an integration. Below are some sample integration you could try out.

Sample integrations

Create a project in OpenAsset for a new deal in Zoho CRM

This Zapier integration will create a new project in OpenAsset when a new Zoho CRM deal is created.

https://zapier.com/app/editor/template/32558

It will have a single trigger and action.

Screenshot 2018-12-05 at 14.41.01.png

 

You could set the project code in OpenAsset using the deal ID in Zoho CRM, and the project name using the deal name. Use the field picker on the right hand side of the text box to map the data from a sample deal.

Screenshot 2018-12-05 at 13.48.33.png

 

Remember to make sure it is turned on.

Screenshot 2018-12-05 at 13.48.11.png


 

 

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