Marketing
Ytel
With Ytel extension (formerly known as Message 360) for Zoho CRM, you can now send message to Leads and Contacts right from inside Zoho CRM. You can also create templates for the messages. You can also view all the Ytel account details along with the ...
Bigin for Zoho CRM - FAQs
What is Zoho CRM? Zoho CRM is a world-class customer relationship management platform that helps businesses and enterprises grow by fostering positive relationships with their customers, and ensures they consistently provide excellent customer ...
NaijaSMSPortal for Zoho CRM
NaijaSMSPortal is an SMS provider that offers domestic (region-specific) SMS services to its users. By integrating the NaijaSMSPortal extension with Zoho CRM, you can send individual or bulk SMS messages to your leads and contacts directly from your ...
Zoho CRM × freee Accounting & Invoice Integration
This integration is supported for users in the US and JP DCs. Scope: The freee Accounting and Invoice application streamlines accounting and invoice-related tasks. Users who already utilize freee can now integrate it with Zoho CRM to enhance ...
uSonar for Zoho CRM
This integration is supported for users in the US, and JP DCs. Scope: Synchronize and update company details for Zoho CRM Accounts module. Install the uSonar extension: You can install the uSonar extension either from Zoho Marketplace or from within ...
SharePoint for Zoho CRM
Microsoft SharePoint is a document management tool that enables you to share and manage content, and thereby collaborate easily and securely with members both inside and outside your organization. With the SharePoint extension for Zoho CRM, you can ...
Qualtrics for Zoho CRM
Qualtrics is experience management software that provides resources for managing, strategizing, measuring, and improving all aspects of the customer experience. It helps businesses conduct market research, analyze sales team interactions, and ...
ServiceNow for Zoho CRM
ServiceNow is cloud-based workflow automation software that helps large enterprises increase their operational efficiencies by streamlining and automating routine operations. It offers a range of features to help businesses manage their customer data ...
Brevo
Install the extension You can install the Brevo extension either from Zoho Marketplace or from within your Zoho CRM account as follows: Go to Setup > Marketplace > All. All the installed extensions will be listed. Click All Extensions and you can ...
MF Cloud Invoice Extension
This integration is supported for users in the US, and JP DCs. Scope: Money Forward Cloud Invoice is an online invoicing application designed to simplify and automate the process of creating, sending, and managing invoices. Integrating MF Cloud with ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...