Zoho CRM: User Guide

In this guide, we'll show you how to create personalized Qwilr Pages with details from your Zoho CRM records.

We're assuming here that you've already connected the integration and created a template in Qwilr.

Two ways to create personalized pages

Your method will depend on your version of Zoho CRM.

• Free Zoho CRM account: You'll create pages from within Qwilr.
• Paid Zoho CRM account: You'll primarily create pages from within Zoho records, but also have the option to create them from within Qwilr.

Free Zoho CRM account method

With this method, page creation happens in your Qwilr account.

Step 1. In Zoho CRM, locate the record you want to use for personalizing your Qwilr Page. Make sure the record type matches the way your template was converted - a Deal template can only pull information from Deal records, for example.

Step 2. Copy the full URL of this Zoho CRM record.

Step 3. Head back to Qwilr and open your template library. From the dashboard, click the Create New button, and then choose From Template.

Step 4. Choose your Zoho template in the library. Then head to the top right corner and click the Create Page button.

Step 5. A field will pop up. Paste in the URL of your Zoho CRM record, and click Next.

Step 6. From there, you'll add a unique page title and choose a folder in your account to place the finished page in. You'll also see a confirmation that Qwilr can access all the Zoho CRM token data.

If there's no information in a particular Zoho CRM field, you'll see a warning message. You can either head back to Zoho CRM and fill in the field, or proceed with creating the page and add that information afterward.

Step 7. Click the Create Page button. Now you'll see several options:

• You can set the page Live and then copy the public link to share with your client.
• If you'd rather send the page to your internal team for review, you can copy the Collaborator link.
• If you want to keep editing the page, you can click through to the Qwilr editor and keep making changes. (If you choose this option, you'll still be able to get the public link and Collaborator link later.)

To exit this pop-up, head to the top right corner and click Close.

Now that your page is created, you'll be able to locate it in your Qwilr account, in the folder you designated.

On the Qwilr dashboard, you can also track page views and when your client accepts the page.

Paid Zoho CRM account method

With this method, you can create pages from either your Zoho account or your Qwilr account. Use the method above if you want to create from within Qwilr.

Step 1. In Zoho CRM, head to a record that matches how your template was converted. If you created a Deal template, for example, you'll only be able to use it from Deal records.

Step 2. In the top right corner of the record, click the Create Qwilr Page button.

Step 3. A pop-up will appear, where you can choose your Zoho template. If you have multiple templates, you can search by title to find the one you need.

Step 4. From there, you'll see a second pop-up appear. You can give your page a unique title, and choose a folder where the page will be stored.

You'll also be able to verify that all of the tokens in your template were able to pull in data from Zoho CRM.

If there's no information in a particular Zoho CRM field, you'll see a warning message like the one below. You can either head back to Zoho CRM and fill in the field, or proceed with creating the page and add that information afterward.

Step 5. Click the Create Page button. Now you'll see several options:

• You can set the page Live and then copy the public link to share with your client.
• If you'd rather send the page to your internal team for review, you can copy the Collaborator link.
• If you want to keep editing the page, you can click through to the Qwilr editor and keep making changes. (If you choose this option, you'll still be able to get the public link and Collaborator link later.)

To exit this pop-up, head to the top right corner and click Close.

Now that your page is created, you'll be able to locate it in two places. 

First, you'll see a new list attached to the sidebar of the Zoho CRM record. It shows all pages that were created from this record, along with important details. 

You can grab the public, Collaborator, and PDF links from here. You'll also be able to see the number of views the page has had, and the status change when your client accepts the page.

Note: Automations based on accepting pages are not available for this CRM, as we do not have the ability to draw a specific record ID from the CRM into the Qwilr page it was generated from.

You'll also find the page on your Qwilr dashboard, where you can get the same links and status updates.