CRM Integrations
Vertical CRM Plug-in for Microsoft Office
The CRM Platform plug-in for Microsoft Office is an easy-to-use productivity tool to create mail merge documents on-the-fly. It allows your customers to create mail merge documents in MS Word using their CRM data or from your Vertical CRM application ...
Google Calendar Synchronization
Synchronizing calendar entries of Google Calendar and that of the Vertical CRM Calendar is now made easy with the Google Calendar Synchronization feature. Your customers can update the calendar entries in either Google Calendar or your Vertical CRM ...
Google Contacts Synchronization
Keeping contacts up-to-date in both your Vertical CRM and Google Contacts is now made easy with the Contacts Synchronization feature. It helps your customers to configure one-way or two-way sync schedules that will automatically sync contact ...
Using the Expense Extension
This guide will help you with the following: Manage the Expense-Vertical CRM Integration Settings Working with the Expense Extension Create Expenses Create Expense Reports Delete Expenses Associate Potentials Search Accounts in Vertical CRM Import ...
Using the Subscriptions Integration
This guide will help you with the following: Manage the Subscriptions-Vertical CRM Integration Settings Work with the Subscriptions View customer information fetched from Vertical CRM View Subscriptions in Vertical CRM View Invoices in Vertical CRM ...
Using the Inventory Integration
This guide will help you with the following: Manage the Inventory-Vertical CRM Integration Settings Edit Pause Sync Show Sync History Instant Sync Sync Transaction Modules The end user who signs up for the Vertical CRM in which Inventory is activated ...
Configure Zoho Finance Suite Integration
To integrate Zoho Finance Suite with your Vertical CRM application: 1. Log in to the Vertical CRM application. 2. Navigate to Setup > Marketplace > Zoho and click Setup now for Zoho Finance Suite. 3. Click Get Started. 4. Enter the Email Address and ...
Zoho Campaigns Integration
This guide will help you with the following: Configure Zoho Campaigns Integration Track Email Campaign Responses Delete Zoho Campaigns Synchronization Campaign management allows you to manage your entire marketing process by which marketing ...