Sales
Google Apps Sync
The Google Apps Sync Extension for Zoho CRM provides sales professionals the opportunity to easily access their Gmail contacts, tasks, and Google calendar events within Zoho CRM. Note: Only administrators can install this extension. Users with a ...
Formstack Documents
Formstack Documents is an online document generation platform that lets you create documents of several types with dynamic content. You can send these document easily through the third party integrations provided. Formstack Documents lets you create ...
Commission Management for Zoho CRM
The Commission Management extension for Zoho CRM will calculate the commission amount for salespeople in Zoho CRM automatically. The extension calculates the commission amount based on each user's personalized commission plan settings whenever a deal ...
WeChat Pay for Zoho CRM
Installing the extension You can install the extension either from Zoho Marketplace or from the Zoho CRM. To install the extension: Navigate to Setup > Marketplace > All. Click All Extensions, then browse for and click WeChat Pay. Click Install Now. ...
Walk Score for Zoho CRM
Walk Score helps users find apartments with a better commute, great nearby places, and transportation choices. For each address, Walk Score analyzes hundreds of walking routes to nearby amenities to generate scores for how easy it is to walk, bike, ...
Zoho Contracts for Zoho CRM
The Zoho Contracts extension for Zoho CRM lets you work on contracts and contract templates from within Zoho CRM. It helps contract administrators, legal users, and other customers streamline the process of creating and maintaining contracts. Users ...
Dun and Bradstreet for Zoho CRM
This extension has been delisted from Zoho Marketplace. However, the existing users can continue using the extension until further notice. Dun & Bradstreet lets you store information about your business contacts effectively. With the Dun & Bradstreet ...
Address Locator for Zoho CRM
The Address Locator extension for Zoho CRM brings geolocation information to your business processes by helping you find and assign leads to your sales team by region. You can locate leads on Google Maps, manage campaigns by geographical area, and ...
Kanban Board for Zoho CRM
When a business project increases in size or your team grows, there will be a substantial amount of things for you to manage as a team lead or a manager. The Kanban Board extension for Zoho CRM provides an organized way to keep track of all the ...
Kanban Board for Zoho CRM - FAQs
What is the Kanban Board for Zoho CRM extension? The Kanban Board for Zoho CRM extension is a powerful visual tool that enhances your sales pipeline management. It provides real-time visibility into the various stages of your sales process, allowing ...
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 ...