Zoho: Template Creation
To create personalized Qwilr Pages through Zoho CRM, you'll need a template containing tokens.
In this article:
- Creating your template
- Adding tokens
- Styling a token
- Removing a token
- Adding custom fields as tokens*
* opens in a new tab
Creating your template
We're assuming here that you've already set up the Zoho CRM integration. You should also be logged into your Zoho CRM and Qwilr accounts.
Step 1. To create a new blank template, click Library in the top left of your screen, and select Templates. Click the create blank template button
Maybe you already have a Qwilr page you've created that you want to see as a template. After you create a Qwilr Page, while editing it, you can head to the top right corner and click the Convert to Template icon.
Step 2. With that conversion or new blank template 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 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. You can use any of these:
- Leads
- Accounts
- Contacts
- Deals
- 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 tokens
Now that you've converted the template, it's time to add some tokens. They 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: The Account tab contains a separate type of token that's not currently supported for the Zoho integration. Be sure to use the Zoho CRM tab.
3 ways to place tokens in your template
You can use any or all of these - pick what's best for you!
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 open curly brackets, like this: {{ . That will bring up your token list in that spot, and you can choose the token you need.
Note: This integration doesn't currently support custom fields in Zoho CRM.
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.
What's Next?
Now that you have a template, it's time to create a new Qwilr Page.