Integrate Google Chat with Zoho CRM for seamless collaboration
Hello everyone,
Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat. Teams that use Google Chat for this purpose can now benefit from its integration with Zoho CRM, which enables them to do the following things:
Share CRM data with users and spaces in Google Chat
When you come across something that needs attention in Zoho CRM, you can easily share that data with your colleagues in Google Chat. With access to the context you need, you and your peers can quickly get on the same page and continue conversations in Google Chat.
Sales is a team sport and sales reps have to be in constant communication with people inside and outside their organization. While email remains the most effective channel for important conversations, sales reps often collaborate via chat. Teams that use Google Chat for this purpose can now benefit from its integration with Zoho CRM, which enables them to do the following things:
Share CRM data with users and spaces in Google Chat
When you come across something that needs attention in Zoho CRM, you can easily share that data with your colleagues in Google Chat. With access to the context you need, you and your peers can quickly get on the same page and continue conversations in Google Chat.
Schedule reports to be delivered via Google Chat
You can automate the delivery of periodic CRM reports through Google Chat. For example, your sale managers can receive a monthly sales report via Google Chat.
Get automatic notifications via Google Chat for events in CRM
Do you repeatedly check your CRM or inbox in the middle of chat conversations? Get automatic notifications in Google Chat for messages from customers, anomalies Zia has detected, competitor alerts, CRM record events, and so on.
Access CRM data within Google Chat
Use slash commands to bring CRM data into conversations in Google Chat seamlessly.
Use slash commands to bring CRM data into conversations in Google Chat seamlessly.
To learn more about this integration, please refer this help document.
Thanks and do let us know your thoughts!
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