Overview:
This document outlines the steps to install the Zoho CRM application from the Integrations Hub in Xvantage.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click Integrations Hub.
In the Category section, select CRM.
A list of available CRM applications will be displayed.
From the list, you can choose to:
Click Zoho CRM to view integration-specific details, or
Click Install to proceed directly with the installation.
Selecting Zoho CRM displays the following information:
Purpose of the integration
Current integration features
Testimonials
Application details, including:
Name of the developer
Application version
Last updated date
Supported languages and categories
Click Install.
A pop-up window will appear with the following requirements:
I have an active Zoho CRM account. You need an active Zoho CRM account to install this app.
I have completed my business system setup. An incomplete business system setup may block integrations activation. - You can click on View guidance to read about business system setup.
You need to check the boxes of the requirements in the Install Integration pop-up window, then select Install to confirm.
Once the installation is complete, a confirmation message will appear in the Integrations Hub. The application will also be added to the Manage Apps section for easy access. You may use filters on the Integrations Hub home screen to view your installed applications.