【CRMアップデート】Google Chat 連携機能リリースのお知らせ
こんにちは、コミュニティチームの鳥越です。この投稿ではサポートチームが作成する「Zoho CRM アップデート情報」の中から、以下を紹介します。
*適応環境：中国を除くすべてのデータセンター、有料プラン(2024/4/8現在）
Google社が提供するチャットツールGoogle Chat とZoho CRM の連携機能です。
Google Chat を通じてZoho CRM のデータや情報をすばやく共有でき、営業活動に必要な作業を円滑に進めることができます。
Zoho CRM x Google Chat 連携で出来ること
1.見込み客や商談など、CRM 上の概要データをGoogle Chatに共有
2.作成したダッシュボードの表／グラフ、定期レポートをGoogle Chatに送信
3.作成したワークフローやZiaが検出した異常などの通知をGoogle Chatに送信
4.Google Chatでスラッシュコマンドを使用し、CRM上のデータをGoogle Chatのチャット内で取得・表示
例：大型商談の情報を、営業チームのグループチャットに共有
例2：CRM で作成した週次の売上レポートを、Google Chat上で確認
▶︎設定方法をはじめとした詳細はこちら
いかがでしょうか。Google Chat を利用するCRM のユーザーさんは、ぜひ当機能を試してみてくださいね。
ちなみに、Zoho のチャットツールZoho Cliq も、もちろんZoho CRM と連携でき、CRM のデータやレポートの共有など同様のことを実現できます！また、Slack をお使いの方は拡張機能がございます。詳細は以下をご参照ください。
◆Zoho CRM のアップデートは以下のページにて随時更新中！
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