CRM Help

Embedding Zoho CRM Gadgets

You can view leads, contacts, accounts, and tasks within iGoogle, Gmail and Google Sites by embedding the corresponding gadget from Zoho CRM gadgets. In addition, you can create leads, accounts, contacts, or tasks quickly from the gadgets.

Availability

In Zoho CRM gadget, you can perform the following operations:

  • Select pre-defined views
  • Search records
  • View records
  • Add records from gadget to Zoho CRM
  • Customize the number of records and default view in gadget

Standard Fields and Views in Zoho CRM Gadgets

Zoho CRM Gadget Standard Gadget Fields Standard Gadget Views
Leads
  • First Name
  • Last Name
  • Company
  • Email
  • Phone
  • Lead Status
  • All Open Leads
  • My Leads
  • Today's Leads
  • Converted Leads
  • My Converted Leads
  • Recently Created Leads
  • Recently Modified Leads
  • Recently Viewed Leads
Accounts
  • Account Name
  • Phone
  • Website
  • Rating
  • Account Type
  • Billing Country
  • All Accounts
  • My Accounts
  • New This Week
  • New Last week
  • Recently Created Accounts
  • Recently Modified Accounts
  • Recently Viewed Accounts
Contacts
  • First Name
  • Last Name
  • Account Name
  • Email
  • Phone
  • All Contacts
  • My Contacts
  • New This Week
  • New Last week
  • Recently Created Contacts
  • Recently Modified Contacts
  • Recently Viewed Contacts
Tasks
  • Subject
  • Due Date
  • Status
  • Priority
  • Related To
  • All Tasks
  • Open Tasks
  • Closed Tasks
  • My Open Tasks
  • Overdue Tasks
  • Today's Tasks
  • Tomorrow's Tasks

Embed Gadgets

You can embed Zoho CRM gadgets for Leads, Contacts, Accounts, and Tasks into:

  • Google Sites
  • Google Mail
  • iGoogle

Embed Zoho CRM gadget into Google Sites

  1. Log in to Google Apps and open Google Sites.
  2. In Google Sites, select the web page in which you would like to embed the gadgets.
  3. In the selected web page, click the Edit icon to edit the web page.
  4. In the edit view of your web page, click Insert > More gadgets.
  5. In the Setup your gadget page, search for "Zoho CRM" gadgets.You will find the gadgets for Leads, Accounts, Contacts, and Tasks.
  6. Select the Zoho CRM gadget (Leads, Accounts, Contacts, or Tasks) from the gadgets list. You can view the gadget with real-time CRM data.
  7. Click Select.
  8. In the Setup your gadget page, specify the gadget parameters, and then click OK.
  9. In the Google Sites Home page, click Save.
    The gadget will be added in your web page. Follow the same procedure to add other Zoho CRM gadgets.

Embed Zoho CRM gadget into Gmail

  1. Log in to Google Apps and open Google Mail.
  2. Click Settings > Labs.
  3. In the Labs page, under Add any gadget by URL section, click Enable.
  4. In Zoho CRM, click Setup > Apps & Add-ons > Google Apps > Gadgets.
    Please note that if you are not a Google Apps user, this option will not be available in Zoho CRM.
  5. In the Embed Gadgets page, click Open Social for the corresponding gadget that you want to embed.
  6. In the CRM Gadgets - Open Social page, copy the XML file URL.Make sure that you use only HTTP and not HTTPS URLs.
  7. In Gmail, click Settings > Gadgets.
  8. In the Gadgets page, paste the XML file URL, and then click Add.
    Your Zoho CRM gadget is added to Gmail. Follow the same to add other Zoho CRM gadgets.

Embed Zoho CRM gadget in iGoogle

  1. Log in to Google Apps.
  2. Select Zoho CRM from Google's universal navigation.
  3. In Zoho CRM, click Setup > Apps & Add-ons > Google Apps > Gadgets.
    Please note that if you are not a Google Apps user, this option will not be available in Zoho CRM.
  4. In the Embed Gadgets to Google Sites page, click Embed > iGoogle.
  5. In the iGoogle page, click Add it now. Your Zoho CRM gadget is added to your iGoogle page. Follow the same procedure to add other Zoho CRM gadgets.

Note

  • In Zoho CRM gadget, you cannot view or create all the mandatory fields. You can only update the existing fields from gadget to your Zoho CRM account.
  • In Zoho CRM gadget, you can search only fields displayed in the gadget view.
  • In Zoho CRM gadget, you cannot view custom views from Zoho CRM.

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