Associating Zoho CRM with Responsive Projects and Intakes

Associating When Creating Projects

Associating Zoho CRM Account, Lead, and Deal with Responsive projects can be done while creating a project in Responsive. To associate a project follow the steps below.

1. While creating a project in Responsive, click the icon. A project association popup is displayed.
   
2. Select from the list the object type you wish to associate with the project.
   
3. Use the search box to find the Account, Lead or Deal you want to associate.
   
4. Select the object and then click Add.
   
   Information from Zoho CRM fields will automatically mapped to your project.

Projects with Zoho CRM association are indicated with icon on the Manage Project page.

Associating When Creating Intakes

Associating Zoho CRM Account, Lead, and Deal with Responsive intake can be done while creating an intake in Responsive. To associate an intake follow the steps below.

1. While creating an intake in Responsive, click the icon. An intake association popup is displayed.
   
2. Select from the list the object type you wish to associate with the intake.
   
3. Use the search box to find the Account, Lead or Deal you want to associate.
   
4. Select the object and then click Add.
   
   Information from Zoho CRM fields will automatically mapped to your intake.

Intake with Zoho CRM association are indicated with icon on the Manage Intake page.