How to Subscribe to ZE Portal
Visit our About Page and use the button at the bottom of the page to sign up for a subscription
Be sure to enter your Zoho CRM "Org ID" correctly when signing up.
Your Org ID is shown in the URL bar when you are on any page within Zoho CRM. For example:
https://crm.zoho.eu/crm/org11111111111/tab/Home/begin
Be sure to include the full text (including "org") shown in bold above (but with your own Org ID Number after the "org" text).
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The Org ID on my subscription is incorrect
Please send an email to [email protected] explaining this and include a screenshot of the ZE Portal Extension from inside your Zoho CRM. To find the extension settings, click "Settings", then click "All" under "Marketplace" in the settings page. Then ... Security & Privacy at ZE Portal
At ZE Portal, we believe your data should stay where it belongs: under your control. Our architecture is designed with a privacy-first approach, ensuring that we act as a secure gateway rather than a data silo. This article outlines how we handle ...
Create Portal Script
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that creates a Client Portal Record (with all the Client Portal Items from your chosen Template). The below script will use a ZE Portal built-in ...
Create Additional Portal Item
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that automatically creates a Client Portal Item (and links it to an existing Client Portal). For example, you can use this when you receive a form ...
Am I tied to my Subscription?
No, you are free to cancel your subscription at any time. However, please note that if you cancel your subscription, any portals that have been created will no longer work and the Zoho CRM extension will stop functioning.