This project is not covered by Drupal’s security advisory policy.
IMPORTANT NOTICE: Dev release created on May 5 2014 or later requires version of the Zoho CRM API library created on May 5 or later.
Zoho CRM suite of modules provides integration of Drupal with Zoho CRM. It supports synchronization of Drupal objects (users, nodes, Ubercart orders) with Zoho CRM modules (Contacts, Accounts, Potentials, etc). Both sending Drupal data to Zoho CRM and receiving data from Zoho CRM is supported. Module depends on Zoho CRM API wrapper library and Rules module.
Zoho CRM module helps you to define mapping between fields in the Drupal object (node, user, order) and Zoho CRM module (Contacts, Accounts, etc). Field mappings are then used while sending and receiving data. Rules module is used to configure for which events Drupal data will be sent to Zoho and what to do when data is received from Zoho.
Zoho CRM project consists of the following modules:
Zoho CRM
Base module providing functionality used by all other modules in the suite.
Zoho CRM Node
Provides support for mapping fields contained in the node object (including all important CCK fields) and defines Rules action for sending node data to Zoho CRM.
Zoho CRM User
Provides support for mapping fields contained in the user object and defines Rules action for sending user data to Zoho CRM.
Zoho CRM Ubercart
Provides support for mapping fields contained in the Ubercart order object and defines Conditional action for sending order data to Zoho CRM.
Zoho CRM Webhooks
Defines Rules event which is triggered when data is received from Zoho CRM (via Zoho webhook) and defines Rules action for saving (importing) data into Drupal. NOTE: Zoho CRM Webhooks are supported only in the Professional and Enterprise versions of Zoho CRM.
Zoho CRM Import
Bulk import Zoho CRM data from CSV file generated by ZohoCRM backup/export functionality.
Zoho CRM Export
Bulk export Drupal data into CSV file compatible with Zoho CRM's import functionality.
Getting Started
- Install zohocrm and rules modules
- Download zohocrm library from github and copy it to sites/all/libraries. IMPORTANT: whenever you update zohocrm module to the new dev release, make sure to also download latest version of the library from github
- Configure Zoho CRM API auth token at admin/settings/zohocrm/settings
- Add (create) field mapping at admin/settings/zohocrm/mapping/add
- Configure fields for field mapping at admin/settings/zohocrm/mapping//fields
- Configure rules module to trigger sending of Drupal data to Zoho every time user object (or node) is saved.
Status of the module
Current dev release is being used in production on http://civicsolar.com since October 2013 and it's considered stable.
Official 1.0 release on d.o. is expected once currently missing webforms and contact form support is implemented.
Drupal 7 version
Porting of module to D7 is currently in progress.
Information for Developers
Zoho CRM module provides hooks that allow developers to extend and alter the module in the following way:
- provide support for new Drupal objects
- define additional fields for existing Drupal objects
- override existing field handlers so that field values can be handled in a custom way
- alter values of the fields received from Zoho CRM
- alter values of the fields being sent to Zoho CRM
Important note: On April 29, 2014 hook_zoho_fields_alter() has been renamed to hook_zohocrm_incoming_record_alter(). If you are using this hook in your custom module please update your code when upgrading to the new dev release.
Credits
Development of the Zoho CRM module was sponsored by Civic Solar.
Project information
Seeking new maintainer
The current maintainers are looking for new people to take ownership.
No further development
No longer developed by its maintainers.- Project categories: Integrations
- Created by vaish on , updated
This project is not covered by the security advisory policy.
Use at your own risk! It may have publicly disclosed vulnerabilities.
