Stay up-to-date with the Zoho CRM app for Viva Connections
Turn Zoho CRM in an Adaptive Card (ACE) on your Viva dashboard and supercharge your intranet
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Turn Zoho CRM in an Adaptive Card (ACE) on your Viva dashboard and supercharge your intranet
Let's make data overload a thing of the past. By integrating Zoho CRM with your Viva Connections dashboard through adenin, you can access all your vital CRM data directly from your intranet. No more time wasted logging in and out of systems. Sounds like a dream, right?
Here's the cherry on top: this integration uses Adaptive Cards (ACE), a format so developer-friendly that you can customize it to blend seamlessly into your dashboard.
Take a step towards organizing your work life better. Start your free account with adenin today and add a Zoho CRM card to your Viva Connections dashboard. Time to bring all your data under one roof.
With the Viva Connections dashboard you have the ability to turn apps from the App Directory into Adaptive Card extensions. These Cards present employees their data in bite-sized snippets and can be expanded to show more details.Use ACE Adaptive Card... Read more
Zoho CRM provides a total of 294 data sources. See the first 16 below.
To see the other 278 data sources, go to the main Zoho CRM listing in the App Directory.
By using the Zoho CRM app for Viva Connections you get the following features:
These 2 Zoho CRM Cards can be added to your Viva Connections instance straight away:
Yes, Viva Connections is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Viva Connections are free, the use of adenin (including using data from Zoho CRM) incurs usage charges according to your plan. See the pricing page for details →
adenin’s Viva Connections connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Zoho CRM (see above) are incredibly simple to integrate into Viva Connections and don't require any technical know-how. The adenin platform completely handles authenticating with Zoho CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Viva Connections.
No, the integration is designed to help busy managers stay on top of their various workplace applications, where Zoho CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Zoho CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).
Then with the built-in Card designer we automatically generate a layout from your Zoho CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.
Lastly, there will be the Viva Connections integration which is self-explanatory to install. Just check the installation instructions section for more details.
We use the secure OAuth standard which means you authorize adenin accessing your Zoho CRM data and in turn authorize us to share this data with Viva Connections. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Viva Connections) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.
We're always delighted to hear from users – especially if the reviews are this glowing
"⭐️⭐️⭐️⭐️⭐️ Shows a timeline of upcoming events"
Our team needed a straight forward way to see upcoming sales calls in SharePoint. This web part lets you show users their own calendars, as well as shared ones and was just the ticket. During installation we got an error message, which the support addressed.
"⭐️⭐️⭐️⭐️⭐️ The Digital Chatbots"
What do you like best about the product?
It provides reminders from my google calendar. I can customise my board to access all my daily essentials in one place. Such as google drive, emails, Jira updates, and more. It has made my life much easier. I do not have to open every single app separately to find messages.
What do you dislike about the product?
It is a bit pricey. The prices could be lower.
What problems is the product solving and how is that benefiting you?
Saving time and energy by providing all updates in one place. Connected to several apps such as Slack, gmail, drive, sheets, etc.
"⭐️⭐️⭐️⭐️⭐️ Simple widget"
This simply reads in your RSS feeds and makes it into a web part, for example to share your company blog. The web part's look can be fully adjusted, but there is a small monthly fee for this service (outside of a small monthly allowance).
"⭐️⭐️⭐️⭐️⭐️ Viva Connections"
We connected Workday to our Viva Connections dashboard to show users their PTO balances and offer a convenient way to request time off. The support was very helpful to go through an internal Infosec approval which added about 6 weeks to be able to roll it out. But the result is perfect!
"⭐️⭐️⭐️⭐️⭐️ Show conversations from non-Teams locations"
Through a merger we had some locations that were used to Slack, and with this web part we could easily import their recent conversations into our SharePoint pages which makes it easier for management to monitor our new stores.
"⭐️⭐️⭐️⭐️ The app store Viva was meant to have"
Despite a lot of hype around Viva dashboard we always held back rolling it out as there was just not a lot of apps available for it, we use ServiceNow, Salesforce and Workday for example; none of which are available in App Source. The only way really was to make up a custom ACE that's pretty much just a fancier bookmark to link out to each portal. So I was stunned to see these 3 apps being available through this Viva app. SNOW took help from their support team get started, and we hit one or two roadblocks submitting requests to Workday, etc. so it's not perfect but after a couple of support sessions we were able to put together a Viva homepage that works great for users and, to my eye, really delivers on the vision Microsoft promised with Viva being the central tab in Teams + SharePoint. So this app = must have
"⭐️⭐️⭐️⭐️⭐️ App store for web parts"
I understand this is a company trying to create a marketplace of apps for SharePoint web parts which is a cool idea. It generates a list from the connected app's API which you can then refine. The selection could be a lot bigger, but for the apps I wanted and they had, it worked really well.
With adenin you can easily integrate any business app into Viva Connections
Click the Add button below
Add Zoho CRM to adeninEither log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.
Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).
At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.
Zoho CRM
Your Card will now appear on your adenin dashboard.
Modify or embed your Zoho CRM Adaptive Card from the ··· button in the top right-hand corner of your card:
Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.
By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.
To begin, add the adenin Viva Connections integration to your Viva Connections account.
Adenin's platform is presented in SharePoint as the App integrations by adenin package. It's easy to install it and will give you access to all the App Directory apps and the Card designer.
Click the Install now button above, which will open the App integrations app on Microsoft App Source.
Sometimes, the installation from the App Source website can prove tricky. An easier way can be to instead search for the app on the SharePoint App Store, however there isn't a direct link to it so we'll explain how to manually find it
Go to the More features page in the SharePoint admin center and select Open under Apps
On the Manage apps page, select SharePoint Store in the left pane.
Search for App integrations by adenin and there select Add to Apps site
During the installation, select to Enable this app and add it to all sites, then press Add
After the installation you will be asked to Approve access so this app works as designed which you should follow by clicking on Go to API Access Page
There select the request for the User.Read scope and then press Approve. If there's nothing showing under Pending requests, then another SharePoint app has been granted this same permission in the past (it only needs approval once for all your SharePoint apps). Conversely, the User.Read scope could show as being requested by another app, in which case this app has made the request at an earlier install, and it never got approved.
Now go to your Dashboard, usually located at <your-sharepoint-domain>/SitePages/Dashboard.aspx, and add a new App integrations Card
Then select the Edit icon and select Embed an existing Card
Now copy your Card Share URL and paste it in the Viva Card
Optionally, you can edit your Card's Quick or Card View by clicking Edit in Designer or Edit the Quick View
adenin’s Viva Connections integration isn't just limited to CRM applications, such as Zoho CRM. Truly transform your Viva Connections experience by simply browsing our App Directory for all your other work tools.
It’s like a personal homescreen where you can monitor everything with ease and from one central location.
Browse App Directory
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