How to use ZohoCRM 2 Canvas - video tutorial

How to use ZohoCRM 2 Canvas - video tutorial


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    • Canvas Settings - Zoho CRM 2 Canvas

      Configure - Canvas LMS Only the Super Admin has the access to "Canvas Settings", no other users can access this section Once you are on the “Zoho CRM to Canvas - Settings” page, click the “Canvas Settings” button. Under the “CANVAS SETTINGS”, provide ...
    • FAQ - Zoho CRM 2 Canvas

      Here is a handy FAQ that we've created to handle some common queries and issues. Hopefully, you will discover the answer to your questions here. Q1. What are the basic requirements for this extension? In order to use the Zoho CRM 2 Canvas extension, ...
    • Demo - Canvas LMS for Zoho CRM

      Considering the user's convenience, SaasPlugin has developed the Canvas LMS for Zoho CRM extension so that users can sync records from the standard Zoho modules like Contacts, Products, Deals, as well as custom modules like Student Enrollments, ...
    • Sync Data - CRM to Canvas

      We can only sync Contacts from CRM to Canvas. Inside your CRM, open or Contact or create a new one. Make sure you set a Canvas User Role (either Student or Staff) for the Contact. After that, you need to assign the Contact to a Deal. As a result, ...
    • Sync Data - Canvas to CRM

      Now it is time to sync this course to your CRM. Go to “Sync Canvas Data” inside your Zoho CRM. Inside the tab, you see two options - MANUAL SYNC [Here, we can sync data manually] AUTO SYNC [Runs a sync every 4 hours] MANUAL SYNC As we are showing the ...