Getting Started- Zoho Projects
Follow these steps to connect your Zoho Projects and automate your tasks effortlessly.
Step 1: Select Zoho Projects from viaSocket’s Library of Apps
Select Zoho Projects: Click on Zoho Projects to begin the integration process.
Step 2: Authenticate
Authentication Prompt: After selecting Zoho Projects, viaSocket will prompt you to authenticate your Zoho Projects account.
Grant Permissions: You will be asked to grant viaSocket permission to access your Zoho Projects data. Click 'Accept' to proceed.
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Map Data Fields, Test and Save
- Ensure that data from the triggering app is correctly mapped to the fields in Zoho Projects. This might involve mapping email content to a lead’s details or form submissions to contact records.
- Before finalizing, run a test to ensure everything is set up correctly.
- Once you are satisfied with the test results, save your step.