Already managing your workflows within Zoho CRM?
Insyrge has built an integration with Hover that allows you to create Hover projects, and import the final measurements and all other project data directly within the Zoho CRM platform.
In this article, we show how you to set up and leverage the integration to:
Automatically create Hover Capture Requests (i.e. invites to scan) from Zoho Deals
Create new Hover Jobs (i.e. projects) directly from a Zoho CRM Deal
Search for existing Hover jobs and import to a Deal
Improve accuracy, visibility, and efficiency when syncing the Hover project data back into the CRM
Automatically create three new modules inside Zoho CRM - Hover Users, Hover Jobs, and Hover Job Models)
Auto-sync all existing users and up to 1000 jobs from Hover to Zoho CRM
Manually sync photos, measurements, and documents into Deal attachments
Important notes before getting started:
Zoho CRM supports both single-structure and multi-structure projects
Creating a User or Job in Zoho CRM does not automatically create it in the Hover platform
This integration does not fully sync historical data or attachments automatically
Certain actions (like linking jobs or retrieving deliverables) must be done through specific workflows outlined below
More of a visual learner? Check out their tutorial video.
Set up the integration
Note: To set up this integration, you will need admin-level access to your Hover account, as well as admin-level access to your Zoho CRM account.
Click the Zoho Marketplace icon, and use the search bar to locate the Hover Integration for Zoho CRM or use this link as a shortcut.
Click Install and follow the setup instructions
Once installed, three new modules will be added to your CRM automatically:
1) Hover Users module
All your Hover users will auto-populate here
Includes Hover user information such as their name, email, and any assigned jobs
2) Hover Jobs module
Up to 1,000 existing Hover projects will auto-populate here
Displays jobs (i.e. projects) imported from Hover
Includes job specific details, associated users, and linked CRM deals
3) Hover Job Models
This module displays all models which are associated with a Hover job
Includes model details, artifacts, images, status, and linked job
Access or create a Hover job from a Zoho Deal
Open a 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 (i.e. projects) linked to this Deal, if applicable
An option to send an invite to scan (i.e. capture request) for a new Hover project linked to this deal, if applicable
An option to create a Hover project within the Deal
An option to search for an existing Hover Job by ID
To create a new Hover project:
Click Create job from the right side menu of the Hover portal
Fill in the required details:
User Information (assignee details)
Job Details (project specifics)
Click Submit
The new job will appear in your Hover account projects list and the assignee will receive an email notification with:
A direct link to download the Hover app
Instructions to take property photos through the Hover app
Note:
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Viewing Hover’s spatial data within a Deal
After the assignee submits property photos and the Hover deliverables are ready, attachments do not automatically sync to Zoho CRM.
To access Hover measurements and file types:
Open the Deal within Zoho CRM
Click the Hover Portal button on the top-right
Locate the job and click Request Images or Request Measurements
Once requested, the images or measurements will appear in the Attachments section of the Deal.
Frequently asked questions
Click on the arrows to expand or collapse answers to the questions.
Where in the CRM can I see all Hover Users?
Where in the CRM can I see all Hover Users?
Open the Hover Users module from the top of the page.
Can I link multiple Hover projects / jobs to a single Deal?
Can I link multiple Hover projects / jobs to a single Deal?
Yes, you can link multiple projects to one deal through the Hover Portal.
Where in the CRM do uploaded Hover photos/documents appear?
Where in the CRM do uploaded Hover photos/documents appear?
They are stored under the Attachments section of the related Deal
When I install the extension, will old projects from Hover automatically sync?
When I install the extension, will old projects from Hover automatically sync?
Up to 1,000 existing Hover jobs and all users will sync into Zoho CRM after installation. However:
Attachments (images, measurements) do not automatically sync
Deliverables for the older jobs cannot be requested - However, any new jobs created through a Zoho CRM-sent capture request can have deliverables manually requested from within each Deal
Still have questions? Reach out to their support team.
If you encounter issues with either the installation of Insyrge's integration or syncing Hover’s measurements into the Zoho CRM, we recommend reaching out directly to their support team for the fastest resolution.
They can be reached by email: [email protected]