Extensions for Zoho CRM
Sync your data such as leads, contacts, and tasks, between Salesgear and Zoho CRM, and manage your tasks and sales conversations in Zoho CRM. | |
Increase productivity by simplifying your access to Zoho Workdrive files and folders in Zoho CRM. Integrate Workdrive with CRM workflows and related list to execute Workdrive functionalities within Zoho CRM. | |
Import selected modules, contacts, and campaign reports from Mailchimp to Zoho CRM, and map fields to sync and perform automatic updates. | |
Currency Exchange Rates for Zoho CRM Use Currency Updater to update the currency exchange rate in Zoho CRM and store predefined financial data in Zoho CRM’s Exchange Rates module. | |
GoTo SMS texting Extension for Zoho CRM Integrate GoTo Connect’s texting feature with Zoho CRM to streamline your business communication and enhance customer experience, through automated workflows. | |
WhatsApp Workflows for Zoho CRM Streamline your communication workflows by sending WhatsApp messages directly from the Leads and Contacts modules of Zoho CRM. Keep track of the number of messages sent to leads, track message delivery and read receipts, and more. | |
Create, organize, access, and view notes related to customers, directly from within Zoho CRM, by visiting the Zoho Notebook related list of a CRM record. Use the extension to add photos, attach files and record audio in a CRM record. | |
Simplify your lead filtering process by identifying and labelling high-quality leads based on their accomplished goals. Integrate Zoho PageSense with Zoho CRM to track leads and convert them into contacts. |
Extensions for Zoho Assist
Schedule and instantly launch a screen sharing session or a remote support session to assist your customers. Use these extensions to transfer files to remote devices during support sessions, record support sessions, and automatically update the status of your tickets.
Extensions for Zoho Inventory
Google Calendar for Zoho Inventory Add events from your Google Calendar as line items to a customer’s invoice in Zoho Inventory. | |
ValueFirst SMS for Zoho Inventory Directly send SMSs, payment links, payment reminders, and much more from Zoho Inventory. Use the ValueFirst extension to customize and manage your SMS templates. | |
Receive timely notifications when an item reaches its reorder point or when a customer’s transaction status changes. Integrate Slack with Zoho Inventory to seamlessly view and pay for an invoice or a retainer invoice. | |
Use predefined SMS templates by Twilio to send invoices, payment links and reminders, outstanding balance notices, and more, directly from Zoho Inventory. |
Extensions for Zoho Desk
Use ChatGPT with Zoho Desk through Zia to boost sales agent productivity and deliver a stellar customer experience. Get a summary of incoming and outgoing ticket responses, determine the tone of incoming messages with sentiment analysis, and more. | |
Use Square 360 with Zoho Desk to view customer orders, transaction history, invoices sent to customers and issue refunds for customers, directly from Zoho Desk. | |
Send booking links, view and manage appointments, and share your schedule in Zoho Desk, with Zoho Bookings. Get notified in a ticket when appointments are scheduled, rescheduled, or cancelled, without switching platforms. |
Extensions for Zoho Recruit
Streamline your recruitment process through a video conferencing platform and recruitment software. Integrate Google Meet and Zoho Recruit to schedule and conduct interviews in Google Meet directly from Zoho Recruit. | |
Integrate Microsoft Teams with Zoho Recruit to combine the functionalities of a team collaboration platform and recruitment software. Schedule and conduct interviews, collaborate with teams, and seamlessly interact with candidates right from Zoho Recruit. | |
RingCentral SMS for Zoho Recruit Send and receive SMS from recruitment candidates, from Zoho Recruit. Use RingCentral SMS to automatically reach out to candidates by creating messaging workflows in Zoho Recruit and keep track of conversations in the form of notes. |
Extensions for other Zoho Applications
Simplify the payment process by offering payment options that support local credit cards and payment methods, such as KNET, BENEFIT, MADA, NAPS, UAE Debit Cards, and MEEZA. Use MyFatoorah with Zoho Commerce to increase payment success rates and reduce cart abandonment rates. | |
Directly send SMS messages, payment links, payment reminders, and much more from Zoho Books. Use the ValueFirst extension to customize and manage your SMS templates. | |
Use AI to boost productivity, gain insights, and get work done faster. Get a summary of your messages and create a brief for any text with the ChatGPT extension for Zoho Cliq. | |
Map your conversation channels with your GitHub events and get instant notifications and updates about events right away in Zoho Cliq. | |
Integrate Zoom with Zoho Mail to schedule and start a Zoom Meeting right from your inbox. Enable other functionalities such as creating a meeting with an email preview, viewing previous and upcoming meetings, and more. | |
Zomani AI Email Writer For Zoho Mail Effortlessly generate multiple emails, in multiple languages, on a topic, in Zoho Mail. Use the AI tool to streamline email communication with compelling, well-written, and personalized emails. | |
Create and refer to notes and checklists as well as add photos and files associated with the projects managed in Zoho Sprints using Zoho Notebook. | |
Use predefined SMS templates by Twilio to send invoices, payment links and reminders, outstanding balance notices, and more, directly from Zoho Subscriptions. | |
Help your sales and support teams communicate with your customers effectively with a single click. Access these call control features, such as click-to-call, conference calls, and auto-call logging to manage all of your call-related activities. |
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