CRM | Integration | Knowledge Base

Integration
FAQs: Zoho CRM Integration with Other Apps
How can I integrate CRM with Facebook Ads? Zoho CRM provides a facility for you to integrate with Facebook Ads via the Facebook Adverts Manager extension that is available in our Marketplace. This will help you minimize the manual operation of ...
FAQs: Zoho CRM for Google Ads
Can I choose another list of client accounts at a later point after Google Ads integration with Zoho CRM? Yes. You can choose a different set of client accounts that you want to be tracked inside Zoho CRM at any point after integration. However, this ...
FAQs: Zoho CRM Integration with Zoho Survey
1. What is Zoho Survey? Zoho Survey is a tool that helps you gather feedback from your customers by sending them customizable surveys. Customers can buy a research panel which they can use to generate customized reports with multiple export options. ...
FAQs: Zoho CRM for Google Apps
Why is information from Google Ads not populating for the CRM records? It could be possible that the Campaigns module is disabled in your CRM account. It is MANDATORY to have the Campaigns module enabled for proper functioning of Google Ads. However, ...
FAQs: Mail Merge Templates
How to insert custom look-up fields in the mail merge template? At present, you cannot insert Custom lookup fields and check box fields in the mail merge template. However, you can insert all default lookup fields such as Parent Account, Account ...
FAQs: Zoho PhoneBridge
Why can't I see the telephony feature under Channels? Only users with the Administrator profile can access this feature. To access telephony, contact your Admin and ask them to change your profile to Administrator. I am not receiving caller details ...
FAQs: Zoho CRM Plug-in for Microsoft Outlook
I have completed installation of Zoho CRM Plug-in for Microsoft Outlook. But the Add-In is not getting loaded in Outlook. How can I fix this? The Add-In may not be loading in Outlook because of the following reasons below: The Zoho CRM Outlook ...
FAQs: Zoho CRM Integration with Zoho SalesIQ
My Visits tab appears to have no data. Why? It could be one of the following reasons. You may not have the permission to Create Visits. In this case request your administrator to enable this permission for your Profile. In Zoho SalesIQ, go to ...
FAQs: Zoho CRM Integration with Zoho Desk
Why should I integrate Zoho CRM with Zoho Desk? Zoho Desk is a cloud-based help desk application that lets you manage and resolve your customer inquiries, complaints, and doubts along with offering self-help articles to help your customers resolve ...
FAQs: Zoho CRM Integration with Zoho Projects
How is the integration between Zoho CRM and Zoho Projects helpful? The integration between Zoho CRM and Zoho Projects works as a bridge between sales data and team collaboration data—all in one place. Since you can associate projects directly with ...
FAQs: Zoho CRM Integration with Zoho Bookings
Is it possible to book appointments in Zoho CRM using Zoho Bookings? Yes. You need Zoho Bookings, which can be integrated to your CRM account from the marketplace. Let's see how Zoho Bookings can be used in order to book appointments. For example, ...

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