Apps Installation
Google Drive - Zoho CRM Extension
Installation Steps Step One Open the installed “Google Drive” extension, you will get two options- I have agreed to the terms of services I authorize Google Address Finder to access and process my data as required. Then click on “Continue.” Step Two ...
Bulk Import for Zoho CRM
Key Features of “Bulk Import for Zoho CRM” Efficient Data Migration: Bulk Import for Zoho CRM enables users to seamlessly migrate large volumes of data from external sources into their Zoho CRM account.This includes quotes, invoices, purchase orders ...
OneDrive For ZOHO CRM
Key Features of “Onedrive Extension for Zoho CRM” Seamless Integration with OneDrive: Enable users to connect their OneDrive accounts with Zoho CRM seamlessly, allowing easy access to their files within the CRM interface. Upload to OneDrive: ...
GeoTracker for Zoho CRM
Contents Key Features of "GeoTracker for Zoho CRM" Installation Guide for "GeoTracker for Zoho CRM" New Fields Addition in Accounts and Meetings Module Location Capture in Accounts Module: Step-by-Step Guide Location Capture in Meetings Module: ...
Google Address Finder 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 ...
Organogram Extension For Zoho CRM
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 ...
Stripe Payment Extension for 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 ...
Auto Currency Exchange Rate Updater For Zoho CRM
The Auto Currency Update extension for Zoho CRM helps you update multiple currencies in CRM every hour based on the exchange rate of the base currency. Say goodbye to manually updating currency in your Zoho CRM account. Key Features: Auto-update ...
Recent Articles
Google Drive - Zoho CRM Extension
Installation Steps Step One Open the installed “Google Drive” extension, you will get two options- I have agreed to the terms of services I authorize Google Address Finder to access and process my data as required. Then click on “Continue.” Step Two ...
User Guide for Referral Application
Introduction A referral application is a software solution designed to streamline and automate the process of referrals, where existing customers or users recommend products, services, or opportunities to their friends, family, or acquaintances. ...
Tickets To Lead For Zoho Desk
Description The “Ticket to Lead” feature in Zoho CRM simplifies converting customer support tickets into potential sales opportunities. It allows you to seamlessly transfer relevant information from support tickets captured in Zoho Desk into lead ...
Bulk Import for Zoho CRM
Key Features of “Bulk Import for Zoho CRM” Efficient Data Migration: Bulk Import for Zoho CRM enables users to seamlessly migrate large volumes of data from external sources into their Zoho CRM account.This includes quotes, invoices, purchase orders ...
OneDrive For ZOHO CRM
Key Features of “Onedrive Extension for Zoho CRM” Seamless Integration with OneDrive: Enable users to connect their OneDrive accounts with Zoho CRM seamlessly, allowing easy access to their files within the CRM interface. Upload to OneDrive: ...