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Help Page: Help Document - Hover Integration

Help Document: Hover Integration for Zoho CRM  

Overview  

The Hover Integration for Zoho CRM allows you to create and manage Hover Jobs directly from Zoho CRM Deals. The extension also syncs Hover Users and Jobs into the CRM, and automatically pulls photos, measurements, and documents from Hover back into your CRM.

Key Features  

1) Automatic creation of two new modules: Hover Users and Hover Jobs.

2) Auto-sync of all existing users and jobs from Hover.

3) Create new Hover Jobs directly from a Deal.

4) Automatic email notifications to job assignees with instructions and links.

5) Automatic syncing of photos, measurements, and documents into Zoho CRM Deal attachments.

Installation  

1) Navigate to Zoho Marketplace.

2) Search for Hover Integration for Zoho CRM.

3) Click Install and complete the installation steps.

After installation:

  • A Hover Users module is added.
  • A Hover Jobs module is added.
  • Both modules automatically fetch and sync your Hover data.

Using the Extension  

1. Accessing Hover Jobs from a Deal  

  • Open any Deal in Zoho CRM.
  • Click the Hover Portal button on the top-right.
  • The Hover Portal opens in a new page showing:
  • Existing Hover Jobs linked to this Deal.

An option to Create New Hover Job.

2. Creating a Hover Job  

  • In the Hover Portal, click Create Job.

Fill in the required details:

  • User Information (assignee details).
  • Job Details (project specifics).
  • Click Submit.

After submission:

  • A job is automatically created in Hover.
  • The assignee receives an email notification with:
  • Instructions to capture photos and measurements.

A direct link to the Hover job.

3. Syncing Back into Zoho CRM  

Once the assignee completes the job in Hover (photos, measurements, documents uploaded):

  • All files are automatically synced to the related Deal in Zoho CRM.
  • Files can be found under the Attachments section of the Deal.
  • Benefits of This Integration  
  • Manage Hover Jobs without leaving Zoho CRM.
  • Automatic syncing of Hover users and jobs.
  • Simplified job creation process linked to Deals.
  • Automated communication with job assignees.
  • Centralized storage of job photos and documents inside CRM.

FAQs  

Q1. Where can I see all Hover Users in CRM?

→ Check the Hover Users module.

Q2. Can I link multiple Hover Jobs to a single Deal?

→ Yes, you can link multiple jobs to one deal through the Hover Portal.

Q3. Where do uploaded Hover photos/documents appear in CRM?

→ They are stored under the Attachments section of the related Deal.

Q4. Will the extension sync old jobs from Hover?

→ Yes, all existing jobs and users are fetched upon installation.

Support  

For technical support or assistance, please contact:

📧 Info@insyrge.com