Where to Start

Once you have a valid ZE Portal Subscription set up (this includes signing up for a free trial), go ahead and install the CRM Extension:

Step 1 - Install the ZE Portal Zoho CRM Extension via the Zoho Marketplace using this link (click here)

After installing the CRM Extension, please follow the below Quick Start Guide for instructions to quickly set up ZE Portal.

Step 2 - View Quick Start Guide (click here)

Step 3 - Watch our tutorial videos on YouTube:

RECOMMENDATION:

We strongly recommend you consider installing our Automation Logging Extension: ZE Logger

ZE Logger for Zoho CRM automatically integrates with ZE Portal and records the various automations run by ZE Portal and any other ZE Partner Extensions.

You can also easily add ONE line of code to your automation scripts (in blueprints, workflows, or custom functions) to have the outcome be recorded by ZE Logger for Zoho CRM as well.

Find out more at ZE Logger for Zoho CRM