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Knowledgebase: CRMs and Integrations
CRM TODO / activity Zoho
Posted by The Team at Mindmatrix on 13 August 2018 05:02 PM

Reference this article to get started with ToDo notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 

 

This article will display how todo activities are generated for Zoho CRM. 

ToDo for salesforce can be generated under Lead, Contact or Opportunity. 

Within Mindmatrix contacts will be generated using the referenced article here

Zoho CRM holds activities in the activities module, as well as inside of each of the mentioned areas. Screens shots are below, the open activities are open in Mindmatrix and also can be closed in Mindmatrix.

 

Lead & Contact:  

Zoho Activity

 

Opportunity: 

Opportunity Activity Zoho

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