Tips & Tricks #01 Top 10 Zoho CRM Integraties

Tips & Tricks #01 Top 10 Zoho CRM Integraties



Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan apps die je dagelijks gebruikt voor marketing, productiviteit, samenwerking, telefonie, klantenservice en nog veel meer.

Een voordeel is dat Zoho CRM gemakkelijk integreert met diverse software. Het is niet nodig om alle informatie handmatig over te zetten. Hierdoor bespaar je veel tijd en kan je meer tijd besteden aan de primaire taken binnen jouw bedrijf.

Er is een brede set aan Zoho CRM integraties beschikbaar. De 10 populairste integraties delen we graag met jou:

Maak contact met jouw klanten waar zij zich het meest op hun gemak voelen. Begin een gesprek met jouw prospects en contacten rechtstreeks vanuit jouw CRM!

Trek verschillende leads aan en maak ze enthousiast met tweerichtings-SMS. Geef een persoonlijke touch die jouw klanten verwachten op basis van je vorige gesprekken.

Til jouw e-mailmarketing campagnes naar een hoger niveau! Verbeter ook de conversiepercentage door de reacties op de campagne te volgen en te analyseren.

Ga efficiënter te werk en vind jouw contacten op LinkedIn met een eenvoudige zoekopdracht.

Volg de aankopen van jouw klanten rechtstreeks vanuit jouw CRM. Voeg jouw Shopify klanten eenvoudig toe als contact in jouw CRM.

#6: Slack
Blijf voortdurend op de hoogte van de verschillende deals en werk gemakkelijk samen met jouw team door een open communicatiekanaal te bieden.

Houd controle over jouw Facebook-campagnes door alle gegevens samen te voegen in jouw CRM.

Genereer leads uit webinars, volg ze op en ontvang alle gegevens over de webinar in jouw CRM.

Vermijd heen en weer mailen door documenten in de cloud te maken, te delen en te bewerken.

Verkort de tijd die nodig is voor het ondertekenen van documenten door ondertekenaars overal veilige toegang te verlenen.

Welke integratie past het beste bij jouw bedrijf? Laat het ons weten in de reacties!

Met vriendelijke groet,

Team Zoho Nederland

    Access your files securely from anywhere







                        Zoho Developer Community





                                              Use cases

                                              Make the most of Zoho Desk with the use cases.

                                               
                                                

                                              eBooks

                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                               
                                                

                                              Videos

                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                               
                                                

                                              Webinar

                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                               
                                                
                                              • Desk Community Learning Series


                                              • Meetups


                                              • Ask the Experts


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                                        • Sticky Posts

                                                        • Virtual Community Meetup over Canvas voor Zoho CRM

                                                          Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt
                                                        • Tips & Tricks #01 Top 10 Zoho CRM Integraties

                                                          Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan
                                                        • Webinar - Nieuwe Canvas Functie voor Zoho CRM

                                                          Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden
                                                        • Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM

                                                          Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is
                                                        • Ontdek onze nieuwe Canvas functie voor CRM

                                                          Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface


                                                        Manage your brands on social media



                                                              Zoho TeamInbox Resources



                                                                  Zoho CRM Plus Resources

                                                                    Zoho Books Resources


                                                                      Zoho Subscriptions Resources

                                                                        Zoho Projects Resources


                                                                          Zoho Sprints Resources


                                                                            Qntrl Resources


                                                                              Zoho Creator Resources



                                                                                  Zoho CRM Resources

                                                                                  • CRM Community Learning Series

                                                                                    CRM Community Learning Series


                                                                                  • Kaizen

                                                                                    Kaizen

                                                                                  • Functions

                                                                                    Functions

                                                                                  • Meetups

                                                                                    Meetups

                                                                                  • Kbase

                                                                                    Kbase

                                                                                  • Resources

                                                                                    Resources

                                                                                  • Digest

                                                                                    Digest

                                                                                  • CRM Marketplace

                                                                                    CRM Marketplace

                                                                                  • MVP Corner

                                                                                    MVP Corner







                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now


                                                                                        Zoho Show Resources


                                                                                          Zoho Writer Writer

                                                                                          Get Started. Write Away!

                                                                                          Writer is a powerful online word processor, designed for collaborative work.

                                                                                            Zoho CRM コンテンツ






                                                                                              Nederlandse Hulpbronnen


                                                                                                  ご検討中の方




                                                                                                        • Recent Topics

                                                                                                        • Vertical Solution Zoho One

                                                                                                          Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?
                                                                                                        • Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

                                                                                                          Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing
                                                                                                        • Allowing subqueries in FROM clause

                                                                                                          When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?
                                                                                                        • Managing two books in Zoho Books

                                                                                                          is it possible to effectively manage two separate books within Zoho Books? My organization is considering handling accounting for two distinct subsidiaries, and we would like to understand the best way to achieve this within the Zoho Books.
                                                                                                        • Kaizen #193: Creating different fields in Zoho CRM through API

                                                                                                          🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                                                                        • CRM for Everyone - More Actions Option to Create Record

                                                                                                          Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add
                                                                                                        • Zoho books partners: Transferwise, Resolut

                                                                                                          Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks
                                                                                                        • Multiple workspaces with in Bigin CRM

                                                                                                          As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,
                                                                                                        • Fields of Look up in Custom Modules

                                                                                                          We need to create a custom module in Books for Proforma Invoices Now I created a Custom Module and added a Table and in the table added a lookup field and chose Items Now I want Specific fields of the item such as Tax, Item Cost etc but it only displays
                                                                                                        • Ask the Experts 21: Power up your support game with Zoho Desk Automation

                                                                                                          " In every business, there are tasks to automate, Zoho Desk helps with features that integrate Assignments to manage tickets and teams to align,Macros for quick actions and workflows to streamline Contracts and schedules to hold things tight, Plans run
                                                                                                        • Needs Separate Permissions levels for Record Attachments

                                                                                                          Currently in Zoho Books Record attachments are tied to the general permission level For example if a role don't have the delete permission level they cannot delete the attachment as well If a role doesn't have the edit permission they cannot upload the
                                                                                                        • Getting oauth errors on bigin

                                                                                                          Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since
                                                                                                        • Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

                                                                                                          ¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estará
                                                                                                        • Customer Addresses cannot be edited/deleted in invoices

                                                                                                          In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
                                                                                                        • Assessment Field in Custom View

                                                                                                          Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well
                                                                                                        • Translation support expanded for Modules, Subforms and Related Lists

                                                                                                          Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended
                                                                                                        • Truesync for Linux

                                                                                                          Is Truesync available on linux ?
                                                                                                        • Subforms and automation

                                                                                                          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM
                                                                                                        • Flex Your Creativity – A New component to Canvas in Zoho CRM

                                                                                                          Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen
                                                                                                        • When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

                                                                                                          When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store
                                                                                                        • Feature Requests and enhancements: Subform

                                                                                                          By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T
                                                                                                        • Clone a Module??

                                                                                                          I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors
                                                                                                        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

                                                                                                          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
                                                                                                        • Unapplied AP Credits not showing up on AP Detail Aging

                                                                                                          I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the
                                                                                                        • Add Entry and Subform Record from Deluge Scripts

                                                                                                          Hi all,  I would like to know how do I add a new entry and also subform records from a deluge scripts.  I can use the insert into to add a new entry to a form, but how do i insert a collection into the subform of the entry? I am using a deluge script
                                                                                                        • i keep see there is a connetion issue connecting 3rd party api on zoho when using zia

                                                                                                          hi there , i have set up open ai api to zoho zia (copied and pasted to zoho zia) but I keep getting notificaiton "there is a connetion issue connecting 3rd party api on zoho" when using zia on top when click zia and try to type in word there
                                                                                                        • Finding draft ticket replies

                                                                                                          Is there a way to see all tickets which have draft replies?
                                                                                                        • How to apply a tag to a ticket based on the to email address?

                                                                                                          I need to assign a tag to a ticket if the ticket was sent to a specific email address. For example, we have the email accounting[at]company.com forwarding into Zoho Desk. We would like all emails that were sent to this address to be tagged with an Accounting
                                                                                                        • Engineering Change Order Process using Tickets?

                                                                                                          Hi Zoho Community, I'm working with my company to create an Engineering Change Order/Request (ECO/ECR) process where engineers can internally create tickets for changes in a product that must be reviewed, approved and implemented by people or teams in
                                                                                                        • Allow Changing Appointment Status from "Completed" to "No Show" or Other Valid States

                                                                                                          Hi Zoho Bookings Team, We hope you're doing well. We would like to submit a feature request regarding appointment status management in Zoho Bookings. 🎯 Use Case Sometimes, an appointment is mistakenly marked as Completed, but later we realize that the
                                                                                                        • How can I move a ticket from Department A to Department B?

                                                                                                          Hi there, how do I move ticket from Department A to Department B? I went in the ticket and tried to scroll down the menu under the "department" but it won't let me, I am a support admin. Did I do anything wrong? or am I doing it in the wrong place?
                                                                                                        • Validation Rules Trigger on Untouched Fields

                                                                                                          In Zoho Desk, validation rules trigger for ALL fields during an update—even fields that weren't modified in the current edit. This behavior is fundamentally different from Zoho CRM and other Zoho products, where validation rules only apply to fields actually
                                                                                                        • How to work with getFieldNames formdata functions ,Any Examples

                                                                                                          I don't find any example showing usage of getFieldNames. Where do i find .is there any Help documents available
                                                                                                        • Zoho Notifications - Received two notifications for one message and none for the other

                                                                                                          We had a client reply to a ticket twice in one minute. The ticket owner received two emails for the second message but none for the first (which was crucial content and unfortunately was therefore missed). I'm assuming this created a race condition -
                                                                                                        • Can we have Backorder Management ?

                                                                                                          Can we have Backorder Management ?
                                                                                                        • Better integration between Zoho CRM and Zoho Bookings

                                                                                                          I've noticed that when a meeting which was created in Zoho Bookings is updated by a sales person in Zoho CRM, the change is not reflected back into Zoho Bookings. I have raised this with support who advised that meetings created in Bookings need to be
                                                                                                        • What is the difference between "Reply" and "Public Comment" in a ticket?

                                                                                                          Hey, my company is thinking about switching to Zoho Desk but we do not understand the difference between the "Reply" and the "Public Comment" feature. When should we use which? And why? What is the difference between them? Thank you for your help! Kindest
                                                                                                        • Tasks View for Opportunity/Jobs does not indicate "Related To" account

                                                                                                          How can ZoHo be setup so that when a task is created for an Opportunity, the subject automatically lists the underlying account? Right now, it's impossible to link the Account to the task when the task is created from the Job.  Therefore, the open task view is inadequate.  And it's a lot of maintenance to have to manually add the account to the subject...defeating the purpose of "Automated" workflow. 
                                                                                                        • Writing SQL Queries - After Comma Auto Suggesting Column

                                                                                                          When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone
                                                                                                        • can i show alert when i finish running the function?

                                                                                                          how i can show alert inside the custom function or popup notification. when i use alert inside the custom function it show this error Error at line number:  2 'ALERT' task can be used only in on load, on validate and on change actions ​
                                                                                                        • Next Page