Extensions for Zoho CRM
Use the Google Sheets AppiWorks extension with Zoho CRM to transfer and view contextual Sheets data inside Zoho CRM. Automatically update your Google Sheets when a new record is created in Zoho CRM.
Close deals faster with the right phone script assistant. Use Neuron with Zoho CRM to schedule a call and record the main points of customer conversations. You can also fill your Zoho CRM fields with the data collected during your conversations.
Enhance your sales engagement efforts with lead automation. Instantly transfer your leads from Mailshake to the Accounts, Contacts and Deals modules in Zoho CRM.
Automatically update a single record, or multiple records in bulk, with company data in the Leads and Accounts modules in Zoho CRM. Use eInforma to identify and prioritize qualified customers.
Update your Zoho CRM records with detailed information about a company in the Czech Republic or Slovakia from the MERK database. An automatic workflow setup in Zoho CRM ensures regularly updated company details.
Integrate Jotform Sign with Zoho CRM to organize your e-sign data with automation. Create and share e-signed documents as well as collect e-signatures and data with automated workflows.
Import contacts and create invoices for contacts directly in Zoho CRM with the CPACharge extension. Automatically record the completed payments in Zoho CRM with a custom webhook generated.
Verify email IDs stored in Zoho CRM with the Email Verifier extension. Reduce email bounces by deleting junk and spam emails in the Leads and Contactsmodules of Zoho CRM.
Extensions for other Zoho applications
Send payment links, customer statements, invoice details, and payment reminders through SMS, right from Zoho CRM. Use the ClickSend SMS extension to manage SMSes sent to your customers.
Eliminate manual data entry into Zoho Inventory. Use the Infocon Systems EDI extension to move orders, invoices, shipping information, and inventory to Zoho Inventory and streamline document exchange within a supply chain.
Receive weekly email alerts when the items in your Zoho Inventory are nearing expiration. Capture vendor returns on batch-tracked items and automatically create editable vendor credit notes within the Zoho Inventory.
Directly mail your reviewed documents as an email attachment from Zoho Writer by integrating with Zoho Mail.
Integrate Zoho Writer with Zoho Meeting to schedule meetings with the collaborators of a Writer document. View and manage all meetings scheduled from Zoho Writer in Zoho Meetings.
Use the ClickSend SMS extension to manage SMSes sent to your customers.Send payment links, customer statements, invoice details, and payment reminders through SMS, right from Zoho Books.
Use the NashPay extension to receive direct payments through M-PESA Paybill, M-PESA Business Till, and bank transfers and automatically update the invoice status in your Zoho Books account.
Set a custom timer to stay alert and track progress during deadlines by integrating the Timer extension with Zoho Creator. Initiate the timer by specifying your desired time duration through the page parameter.
Integrate the Organization Tree Map extension with Zoho Creator to simplify the visualization of complex data by displaying it hierarchically. Represent data categories and subcategories with nested triangles and easily navigate through different levels.
View customers’ subscription details, payments, and invoices right within a ticket, from the Stripe dashboard. Manage all the invoices and view the details of each invoice within Zoho Desk.
With OpenAI’s APIs, integrate Zia with Zoho Mail to draft emails with content suggestions and comprehensive text summaries. Regenerate content until desired content and tone of the mail are obtained.
Identify the technical skills of a candidate beyond their resumes. With Codejudge, identify the desired skillsets from candidates through assessments sent right from Zoho Recruit. Track the status and results of the assessments directly from Zoho Recruit.
Telephony extensions for Zoho applications
Communicate with your customers effectively with a single click from your Zoho applications. Access these for call control features such as click-to-call, conference calls, and auto-call logging.
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Make the most of Zoho CRM with these useful tips.