How to Use
How Sync work for 'ZohoCRM 2 Canvas'
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 ...
Configuration to Sync
Before you start the sync process, you should know the Zoho CRM 2 Canvas syncs records in the following way - Sync Way CRM Module Canvas Both ways Contacts User Canvas 2 CRM Courses Module Courses (including module) Canvas Grades Canvas Grades ...
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 ...
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, ...
How to use ZohoCRM 2 Canvas - video tutorial