Building my integration plugin
I have started building my own integration extension and I have a few questions like
How should I start?
Which SDK should I use?
How to make a frontend to accept data like the API key?
If someone can help that will be great or provide some relevant help links.
Extension Pointers: Configure a Webhook to handle real-time updates between Zoho CRM and SurveyMonkey
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Here's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies, fax, delivery services or postage. Here are some of the features of our free DocuSign Extension: Not just PDF Converting your agreements to PDF, and re-aligning them again is not an ideal use of your time. The DocuSign Extension makes it possible
Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the
Easily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and white papers. During negotiation, price quotes and invoice documents might also be sent. While the whole lead-qualifying process can be updated in your CRM, sending and receiving the documents needs some extra help. Things can get cumbersome over
Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension
Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued by salespeople. The MailChimp extension for Zoho CRM gives salespeople access to leads generated via email marketing efforts. This eases the process of having to manually sift through leads to contact them and eliminates the need to import leads
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