Zoho CRM
Zendesk
Having your customers' details in a single place, always gives you the advantage of knowing your customer better; their interests, issues faced by them and all the communications that you had with them. It is better to know the issues they faced ...
MailChimp
With the MailChimp extension for Zoho CRM, you can now synchronize your Campaigns and Subscribers in MailChimp with Zoho CRM. You also have the option of two-way synchronization, so you can choose whether you want to move data only from MailChimp to ...
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 ...
Tencent
Tencent is a cloud SMS services system that provides global and domestic SMS services to its users. By integrating Tencent with Zoho CRM, you can send individual or bulk SMS directly from within Zoho CRM's Leads and Contacts modules. Create SMS ...
Webpower
Web power helps you to create your own campaigns, send relevant content to your subscribers, and keep contacts up to date via email marketing. With the Webpower extension for Zoho CRM, you can now synchronize your campaigns and subscribers in ...
SurveyMonkey
SurveyMonkey is a survey platform where you can create simple to complex surveys and analyze those valuable responses. This extension helps you bring those surveys and survey responses in your Zoho CRM account and associates them with the CRM ...
Facebook Adverts Manager
Facebook advertising allows you to promote custom advertisements or content targeting a specific audience at varying costs based on the reach and engagement of your ads. Once you start an ad campaign using facebook adverts, you will have to fetch all ...
Edison
Edison's email parsing technology is now integrated with Zoho CRM. This extension lets you capture data from emails sent to your Gmail account and transfer it to Zoho CRM. Now, you can automatically sync important information in Gmail with contacts, ...
LinkedIn Sales Navigator
Install the LinkedIn Sales Navigator extension for Zoho CRM to find your prospects on LinkedIn and connect with them right from Zoho CRM. Sales Navigator is a tool that offers sales people excellent insight into the professional lives of their ...
SendinBlue
Install the extension You can install the SendinBlue extension either from Zoho Marketplace or from within your Zoho CRM account as follows: Go to Setup > Marketplace > All. All the installed extensions are listed. Click All Extensions and you can ...
Twilio SMS
Twilio is a cloud communication system that provides SMS services to its users. By integrating Twilio with Zoho CRM you can send and receive individual or bulk SMS to your Zoho CRM leads or contacts manually. You can also send automated text messages ...
Eventbrite
Eventbrite is an online platform to plan, promote, host, and manage events of every kind. When your events are organized with Eventbrite, Zoho CRM brings you an option to synchronize those event and attendee details to Zoho CRM as campaigns and ...
GoToMeeting
The GoToMeeting extension enables users to schedule meetings, invite users and keep track of the meetings they have join within Zoho CRM. With GoToMeeting you can have HD video conferencing and screen sharing. With this extension installed you can ...
GoToWebinar
The GoToWebinar extension eases the process of managing attendees and tracking registrations, and saves you time by importing the registrants' and attendees' details into Zoho CRM automatically.. Install the extension You can install the GoTo Webinar ...
Idle Deal Alert
The Idle Deal Alert extension for Zoho CRM helps you identify deals that have been stuck in a particular pipeline stage for too long. This extension sends you an alert any time a deal is stuck in the pipeline for too long, allowing you to address a ...
Kanban Board
When a business project becomes big or your team grows, there will be a lot of things for you to manage as a team lead or a manager. Kanban Board for Zoho CRM provides an organized way to keep track of all the required activities and data. It ...
Marketo
Marketo is a marketing automation tool that allows you to score your leads based on certain criteria and determine the more important prospects. This helps you plan your sales and marketing activities to these leads accordingly. In order to plan your ...
Round Robin Lead Assignment
The Round Robin Lead Assignment for Zoho CRM helps you automate the lead assignment process by assigning leads to all of the users in your Zoho CRM account, in a round robin fashion. This system provides an equal opportunity for all members of your ...
Shopify
Shopify is an e-commerce platform used to set up an online store. With this extension, you can now easily sync data about customers, sales, and product details between your Shopify store and Zoho CRM. Install the Shopify Extension You can either go ...
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 ...
Zillow
Zillow is an online real estate database that estimates a home's market value (what they call a Zestimate). With the Zillow extension for Zoho CRM, you can now view the home valuation information directly in your leads and contacts detail page. ...
Lead Queue for Zoho CRM
Time management is essential in any organization. Finishing activities faster will pave way for room for more activites and hence more output. Track how much time is consumed by each activity and convert all these leads to successful completion. ...
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 is configured to automatically calculate the commission amount for salespeople in Zoho CRM. The extension calculates the commission amount based on your personalized commission settings whenever a deal ...
Tracking Google Ads Data
Once the integration is set and your web forms are live, you can easily track your Google Ads information inside Zoho CRM. Within Zoho CRM, you can track the Google Ads data in a few places. Google Ads Tab - Details related to the Google Ads Client ...
Pushing Data to Google Ads
Pushing data form Zoho CRM to Google Ads help you understand which clicks led to which offline conversions. You can get a complete picture of the click-to-conversion cycle and accurately analyze your spending. Additionally, you can leverage bid ...
Configuring Google Ads Integration in Zoho CRM
Set up Google Ads Integration Users with administrator profile need to enable the Google Ads Integration in Zoho CRM. Setting up Zoho CRM for Google Ads comprises of these steps: Step 1: Authentication - Enable this feature and authorize your Zoho ...
Zoho CRM for Google Ads
Google Ads is a powerful online advertising program designed to help you reach new customers and increase sales for your business through ads on Google Search and across Google's network of partner websites. By helping you drive more traffic to your ...
Using Gmail API
Zoho CRM provides a variety of emailing options that users can choose based on their requirements. One such option is the Zoho Mail Add-on. With Zoho Mail Add-on, you can configure your email client within Zoho CRM using either one of the two ...
Synchronizing the G Suite Calendar
Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. You can update the calendar entries in either Google Calendar or Zoho CRM and have them updated in ...
Synchronizing the G Suite Contacts
Keeping up-to-date contacts in both Zoho CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps you to configure one-way or two-way sync schedules that will automatically sync contact details. Also, you can ...
Zoho CRM Web Forms for Google Sites
Web forms simplify the process of capturing visitors' or users' information from the website into your CRM system. They are designed to automate importing of data from website into Zoho CRM and to enable non-technical users to design and publish ...
Zoho CRM for Gmail & Inbox
Chrome Extension for Gmail enables you to communicate with your Zoho CRM account right inside your Gmail account. You can add new leads or contacts to your CRM Account and also add notes to your records from within Gmail. Installing the Extension To ...
Importing Contacts from G Suite
The Import Contacts feature helps you import contacts from G Suite to Zoho CRM. It gives you the advantage of accessing your Google contacts from Zoho CRM, without having to sign in to your Google account, every time you want to import. The imported ...
Export Tasks to Google Tasks
Sharing your Zoho CRM tasks is made easy with the Export to Google Tasks feature. By exporting the selected tasks from CRM to Google Tasks, you can view and share them with other users in Google Tasks. It also helps you schedule your business tasks ...
Attach Files from Google Drive
Key Features Connect to Google Drive with just a click of a button. Attach documents from Google Drive into Zoho CRM without the hassle of downloading. Share documents and work together in real time. Authenticate Google credentials only the very ...
Synchronizing Google Mail with Zoho CRM
You can synchronize customer-specific Emails between Google Apps and Zoho CRM by configuring the POP3 in Zoho CRM. Specify the Email address and password to configure your G Suite' Email in Zoho CRM. After configuring the Email, you can view the ...
Adding G Suite Users to Zoho CRM
After creating a Zoho CRM account, users with the Super Administrator's privilege can add users from G Suite to Zoho CRM. By default, the system will assign the Manager role and Standard User profile to all the users. We recommend that you review and ...
Zoho CRM for G Suite
Zoho CRM for G Suite makes it easier to collaborate, communicate, and share information from a single platform. By synchronizing Google Mail account with Zoho CRM you will be able to perform the following actions from your CRM account: Attach ...
Sync with Google Calendar
This feature is for the Google Users. Google Apps users can refer to Zoho CRM for Google Apps Users Synchronizing calendar entries of Google Calendar and that of the Zoho CRM Calendar is now made easy with the Google Calendar Synchronization feature. ...
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