Zoho Show integration with Zoho CRM
Data fields are used to store values and provide access to them throughout your presentation. With the external data fields feature in Show, you can merge records from Zoho CRM.
For example, a sales team can store client details like company name, industry, and team size in Zoho CRM. Instead of updating these details manually for each sales pitch deck, you can import them as data fields and merge them into your slides. This makes it easy to create personalized presentations for multiple clients while keeping your information accurate.
Note: This is a premium feature of Zoho Show. To access it, your team needs to be a part of Zoho One, Zoho Workplace, or Zoho WorkDrive.
Import fields from a Zoho CRM module
- Click Data Fields under the Text options.
- Select External in the top-left corner of the window.
- Click Import.
- Select the required organization you have created in Zoho CRM.
- Choose a module in the organization.
- Click Import Fields.
- Choose the field you want to insert in your slide from the listed Main Fields and Subforms.Note: You can sync the fields by clicking the sync button on the top. Click the menu icon to edit or remove the source.
- Click Insert Field to insert the selected field to your slide.Note: You can also enter a $ to insert a data field in a slide.
Once you have imported a module from Zoho CRM, you'll be able to add any of the fields stored in the module as a data field across your presentation.
Merge Fields
After adding data fields to your slides, you need to merge them to create or present the new presentations with the values stored in CRM.
To merge fields,
- Click on Automate in the top pane.
- Choose Merge Fields. This will open the Merge Fields window.
- Select the field with which you want to identify a record.
- Check all the records you want to create presentations for.
- Click Merge Record. This will open a Merge Record pop up.
- Select if you want to create individual presentations for each record, or merge all the records in a single presentation.
When you merge all records in one presentation, the slides created specific to each record will be listed consecutively.Note: You'll be able to choose a field you want to have as the prefix of the presentation title to help you differentiate if you merge each record as individual presentations. - Click Choose under Location to pick a folder in Zoho WorkDrive to store the presentations that will be created.
- Click Create to create the presentations.
Once the records are successfully merged, you'll be able to view a shortcut to open the WorkDrive folder where the presentations are added.
Note: You can also start presenting the presentation with merged records without saving it by clicking on Play in the top-right corner of the Merge Fields window.
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