Extensions for Zoho CRM
Streamline CRM data management processes using Workflow Studio. You can set up workflows to automate updates for lookup fields in Zoho Sheet or manual tasks like aggregating integer values (for invoices). | |
The Time Tracker extension for CRM automatically tracks the time spent on each customer call. Sales reps can now calculate the total time spent and calculate hourly rates on each task. | |
Send and receive customer calls directly from the Zoho CRM interface, sync contacts, and automate call logging using the KrispCall integration. | |
Use ABR's task management extension to simplify task management by creating workflows to automate tasks based on specific criteria like deal stage or lead status. | |
Simplify card payment processing through ABR's Credit Card POS integration for Zoho CRM. The integration allows you to monitor every transaction, whether they're refunds or subscriptions, through Zoho CRM. | |
Seamlessly send mail merge documents to multiple users through Zoho CRM using the Auto Document Merge extension.
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Access Google Drive files and sync data to Zoho CRM. Rename, modify, and delete files from the CRM interface without the hassle of switching between apps.
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Verify and validate emails to ensure the accuracy of your database using the Email Verification extension for Zoho CRM.
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Currency Exchange Rate Updater Speed up multi-currency financial transactions through Zoho CRM using up-to-the-minute currency exchange rates. | |
The Callture Extension provides click-to-call, detailed call-logging, and caller ID features enabling smooth customer communication from Zoho CRM.
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Enhance your CRM to make it more accessible and user-friendly. Integrating with All-in-One Accessibility enables features like a screen-reader, talk-and-type capability, and voice navigation, and helps companies adhere to WCAG compliance. | |
Streamline your document management processes and sync data between DigiLocker and Zoho CRM. | |
Reduce the error margin of accidentally converting unqualified leads to contacts by integrating with Convert Contact to Lead extension for Zoho CRM. | |
Access Zoho WorkDrive files from your Zoho CRM.
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Google Address Autocomplete Widget Use the Google Address Autocomplete Widget to simplify locating and entering customer data in your Zoho CRM. |
Track conversions, optimize ads, and build targeted audiences for future ads by integrating Zoho Landing Page to Meta Pixel.
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Effectively create, manage, and update tags for tracking pixels and conversion codes without directly modifying your landing page code through the Google Tag Manager extension for Zoho Landing Page. | |
Zoho Landing Page now integrates seamlessly with Zoho's suite of marketing apps, such as Marketing Automation, Bigin, Meeting, and Zoho Campaigns. | |
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Extensions for Zoho Books
Map payroll accounts and create manual journals in Zoho Books by pushing payroll logs from CloudPayroll. | |
Use Trello to automatically track the amount of time spent working on tasks in Zoho Books.
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Import Quotient quotes as draft invoices and continue the sales process once the quote is generated from Zoho Books. | |
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Extensions for Zoho Mail
Integrate Zapier with Zoho Mail to create automated workflows that trigger actions based on emails sent or received.
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Sync Bigin with Zoho Mail to access customer data or send customer emails without toggling between both apps.
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Improve your email deliverability, switch between email providers, and monitor all emails sent through Magento in Zoho Mail. |
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Extensions for other Zoho apps
TTBS Smartflo WhatsApp Messaging for Zoho Desk TTBS Smartflo WhatsApp Messaging extension seamlessly integrates with Zoho Desk. Customer queries received on WhatsApp are automatically converted to Zoho Desk tickets, eliminating the need to access both platforms.
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SeerBit Payment Gateway for Zoho Books The SeerBit Payment Gateway extension simplifies online payments for African customers. It provides multiple payment options and a safe, secure gateway to process payments. | |
Automatically sync employee data from Active Directory, Azure AD, or Google Directory with Zoho People and access all relevant employee information from a single interface.
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Schedule data syncs and regular back-ups, and easily import data from Skyvia onto Zoho Billing. The extension also provides advanced querying capabilities within Zoho Billing. | |
Jira for ServiceDesk Plus Technicians can now track Jira issues and projects across Requests, Problems, Changes, and Releases modules within ServiceDesk Plus.
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Shortcut for Zoho Cliq Create stories directly from conversations and map different channels for instant updates using the Shortcut extension for Zoho Cliq. | |
The Celeb-Bee extension for Zoho Cliq helps plan buzz-worthy events, add events to ongoing conversations, and create custom event notes. | |
WooCommerce plugin for Zoho ZeptoMail Send transactional emails like invoice details, order information, account-related emails and more from Zoho ZeptoMail using the WooCommerce extension. | |
Automatically summarize chats, generate tags based on chat transcripts, and evaluate responses for syntax errors using the OpenAI extension for Zoho SalesIQ. |
Custom apps and industry solutions
Powered by Zoho Creator, Fitness Studio provides a free solution to end-to-end fitness services management. Users can access membership details through the central dashboard, track and store customer data, manage trainers, and track check-ins and check-outs, all from one console. |
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