Seamlessly sync, swiftly share: Zoho CRM and OneDrive integration. Unlock robust file management capabilities with Zoho CRM’s integration with OneDrive. Empower your team to effortlessly upload, sync, and share documents directly from the Zoho CRM interface, which will foster more efficient collaboration and streamline workflow processes. With intuitive controls and robust security measures, managing your […]
Boost sales with Stripe Payment in Zoho CRM Zoho CRM customers can easily use this extension to connect their Stripe account and send payment links to customers from the Deals, Invoice, Quotation, and Sales Order modules. Extra features include mass triggering payment links from specific modules, sending payment reminders, canceling payment links, and enabling and […]
Empower your agents with instant sentiment insights. Our Zoho Desk extension incorporates sentiment analysis directly within the ticketing system, enabling agents to quickly gauge the emotional tone of incoming email threads. We’ve added two key functionalities: the ability to read the latest thread of an email and provide sentiment analysis for it with a single […]
This extension helps import data into quotes, invoices, sales orders, and purchase orders in Zoho CRM in bulk. Introducing the Bulk Import Extension for Zoho CRM. Effortlessly import CSV data into modules like Quotes, Sales Orders, and Invoices. Map fields easily, save time with bulk import, and trigger automated workflows. Streamline your CRM data management […]
Save time in organizing files from Zoho CRM with Google Drive in an Automated Way Unlock file management capabilities with Zoho CRM’s integration with Google Drive. Empower your team to effortlessly upload, sync, and share documents directly from the Zoho CRM interface, fostering more efficient collaboration and streamlining workflow processes. With intuitive controls and robust […]
Find addresses on Google Maps for Zoho CRM Link your Google Maps account with Zoho CRM. This extension will help you search for an address through Google and link it to an address field in the CRM for the Accounts, Contacts, Leads, Vendors, Quotes, Sales Orders, Purchase Orders, and Invoices modules. You can launch the […]
Support tickets to sales leads: Effortless conversion, maximum impact The Ticket to Lead feature in Zoho Desk simplifies converting customer support tickets into potential sales opportunities. It allows you to transfer relevant information from support tickets captured in Zoho Desk to lead records in Zoho CRM with just a few clicks. By automating this process, […]
Generate charts that display an organization’s leadership hierarchy and the role that each contact plays within it. The Organogram Extension for Zoho CRM is an incredibly useful tool that can help your sales team determine the organizational structure of a customer account and identify the key decision-makers within it. Key Features: Access the Contact Organization […]
Perform ticket categorization and ensure that SLAs are not bypassed. This extension helps you lock your ticket detail view and restrict the agent from accessing all other related actions, such as sending email, resolution, approval, etc. by freezing the ticket page. This functionality helps you perform ticket categorization and ensure that SLAs are not bypassed […]
Effortless data synchronization: Keep your Zoho CRM contacts, leads, and accounts automatically updated with SharePoint data. Connect your Microsoft SharePoint account with Zoho CRM to eliminate manual data entry and discrepancies. With this integration, you can automatically generate an organized folder system within your connected account for the Accounts, Contacts, Leads, Potentials, Invoices, Sales Orders, […]
