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Getting Started- Zoho Projects

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

Find Zoho Projects:Use the search bar to locate Zoho Projects from the list of available 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.

               

Log In to Zoho Projects: If you are not already logged in, you will be asked to log into your Zoho Projects account.

                       

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.

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