Zoho: Setup and Create

If you use Zoho CRM, you can build a personalized Qwilr Page that pulls in details from any record.

You can use this integration with any type of Zoho CRM record: Lead, Contact, Account, Deal, or Quote. Each Qwilr template you create can connect to one of these record types.

Connecting the integration

Step 1. Log into your Zoho CRM account, and your Qwilr account. Then head to the Zoho Marketplace.

Step 2. Search for the Qwilr app. Then click the Install button.

Step 3. You'll be prompted to agree to terms and conditions. Then click Continue.

Step 4. Choose the Install for all users option. Then click Confirm.

That's it! The app is now installed. Head to any Lead, Account, Deal, Contact, or Quote record, and you'll now see a Create Qwilr Page button at the top right corner.

  • Note: Make sure your users have Zoho CRM API Access turned on under Extension Permissions > CRM API in Zoho. More info on that here.

Installation for free Zoho accounts

If you have a free Zoho account, use these steps to get set up.

Step 1. Make sure you're logged into your Zoho CRM account. Then in Qwilr, head to the top right corner and click on your initials. Choose Add Integrations.

Step 2. Choose the Zoho CRM option. Then click Enable Zoho CRM.

Creating a template

Step 1. To get started, create a Qwilr Page. While you have it open for editing, head to the top right corner and click the Convert to Template icon.

Step 2. With that conversion done, it's time to connect this template to Zoho CRM. In the top right corner of the template, you'll now see a new Tokens icon. Click that.

Step 3. A token menu will appear. It has two tabs. Click on the CRM tab, and then click Add to CRM.

Step 4. Enable the Use in Zoho CRM switch, and then choose which type of Zoho CRM record you plan to work with: Leads, Accounts, Contacts, Deals, or Quotes. Click Confirm to save.

Note: In Zoho CRM, you can change the name of an object, like renaming "Deals" as "Opportunities." Qwilr will only display the default object names, however.

Adding Zoho CRM tokens

Now that you've converted the template, it's time to add some tokens. Tokens will pull in information from your Zoho CRM record.

If you're still working on your template, the tokens list should still be open, but now displaying a list of available Zoho CRM tokens.

Note: this integration also supports custom fields in Zoho CRM. Click here to learn how to set up custom tokens.

Note: The Account tab of this list is for account tokens, which are not currently supported for the Zoho integration. Be sure to use the Zoho CRM tab.

3 ways to place tokens in your template

Method 1: To copy a token, hover over it to bring up the Copy icon next to its name, then click on that. Then place your cursor in the template where you want the token to be. Use your keyboard command of Ctrl-V or Cmd-V to paste it.

Method 2: Alternatively, you can click on any token in the list, and drag it to the location in your template.

Method 3: As a quicker option, place your cursor where you want the token to go. Then type two curly brackets, like this: {{ . That will bring up your token list in that spot, and you can choose the token you need.

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.

Styling a token

Click on any token, and you can add bolding or italics to the information that pulls in from Zoho CRM.

Removing a token

Click on any token, and you can remove it from the template. Click on the trash can icon.

Creating Qwilr Pages

Your template is ready! Now you can use it to create a personalized page.

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.

See Your Qwilr Pages in Zoho

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.

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

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