Installation - Zoho CRM 2 Canvas
Inside your Zoho CRM, click the Settings icon at the top right corner.
Then, go to -
Marketplace >> All
By default, you will land on the “All Extensions” tab. Type “Zoho CRM 2 Canvas” in the search box.
You can either start your free trial or purchase the plugin. Click on the button according to your decision.
Agree to the Terms of Service and agree to the Zoho CRM 2 Canvas authorization terms. Then, click on the ‘Continue’ button.
Check “Install for all users” and then click on the ‘Confirm’ button.
The installation process will begin. Sit back and relax, the process will take some time.
Once the installation is complete, you will be automatically redirected to the “Zoho CRM to Canvas - Settings” page.
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, ...
Overview - Canvas LMS for Zoho CRM
There are plenty of users of Zoho CRM. And the number of users is growing every day. Zoho CRM provides tons of features to its users. To some extent, the features may not seem enough. For instance, it would be great if Zoho CRM could connect a ...
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 ...
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, ...
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, ...