我们是否可以将API代码嵌入Zoho CRM中，以将任何其他Web应用程序与Zoho CRM集成，例如Xero，DocuSign，Fedex等

Question

I have integrated Xero and DocuSign API's in Sugar CRM. Now I want to integrate Xero with Zoho CRM. Can I embed Xero API in Zaho CRM.

In Zoho CRM we can send notification to a rest web service or URL.

I know that I can integrate Xero with Zoho CRM through developing a third party web Application in which I can use Zoho CRM API.

Can we import or export any module or code file from Zoho CRM?

Any other Solution, Suggestion OR Guidelines..

I mean, Can we add our External API code into Zoho CRM? OR the solution is achieved only using third party integration application using ZOHO CRM API?

Thanks.

Answer 1

We have a feature called "Custom Related list" using which you can bring the third party information under a related list of a record.

For example, you can fetch all the invoices from Xero account for a related contact / account using this feature. Please see the below help document for more details,

https://www.zoho.com/crm/help/customization/related-lists.html

Can we import or export any module or code file from Zoho CRM?

We are not clear about your requirement. Are you asking about fetching the attachments related to a record (Lead/ Contact) in Zoho CRM? if so, then it is possible through Zoho CRM API. You can refer the above help document for more details.

If you are not asking about attachments, then please give more details on your question so that we can assist you accordingly.

Awaiting for your reply.

Regards, Mahesh. Zoho CRM.