Get your agreements e-signed from your customers using the DocuSign extension for Zoho CRM
Agreements are everywhere in sales—from sales contracts to purchase orders, and beyond. A modern, digital signature system empowers salespeople to deliver value faster to both their customers and partners. Every company's sales team has a unique systemWebnexs Whatsapp Extension not working
Hi there, does anyone else use the Webnexs Whatsapp extension? I have installed it, however, whenever I go to send a Whatsapp it says the link isn't working. Any idea why? ThanksPricing model based on number of Zoho licenses
As far as I know, currently is possible to set up a fixed price or a monthly subscription fixed price in Zoho Marketplace. I suggest to add a variable pricing variant to both models based on the number of Zoho licenses the customer holds. Fixed pricing models are very harmful because they punish small businesses preventing many of them from buying products.Subscription Pricing Model Yearly Option
It would be awesome to let customers choose the option to pay a one full year discounted subscription as an alternative to the standard monthly subscription. I'm sure the advantages of doing so don't need to be explained further. They are obvious.More Transparent Pricing in Zoho Marketplace
I think the marketplace should be much more transparent about extensions and apps pricing. Potential customers can only see either "Free" or "Paid" tags on products offered, but it's impossible to know the prices for "Paid" products unless the potentialCommissions Payable
Looking to enter sales rep name, contract name, percent of commission (based on several factors) and ability to enter monthly sales numbers. Each sales rep will be commissioned off of the amount generated by their accounts on a monthly basis. This amount changes monthly. We need to have access to enter amounts easily per contract that will tie into the reports generated. We would also like an automated e-mail to be generated back to sales rep with the amount of their commission check based on theWhatsapp lead create
Hi, I have whatsapp number in my website. Some times ,My customers are texting directly to my whatsapp number instead of filling out a form(I am using zoho forms in my web site) Question: I want this person to be a lead when a new customer contacts me for the first time from whatsapp. Can we do that? ThanksWhastApp MSG
Hola buenas tardes llevo aproximadamente 2 semanas tratando que ZOHO me resuelva el problema de la extención de WHATSAPP MSG. Es una extension de terceros pero zoho meha dicho que es problema suyo la verdad ya estoy arto y desesperado que no den solucion algunotiene el mismo problema conalgunaextension de este tipo o estension de paga por favor ayuda.Enable two-way SMS communication with the Nexmo extension for Zoho CRM
Customer feedback is what helps you grow. You can hear your customers only when you have facilitated them an easy way to reach out to you. Such an avenue should be easily accessible to customers, and easy to set up and use by salespersons like you. SMSIntroducing Egnyte Extension For Zoho CRM
Sales teams face problems with document management every day. The bigger the business and the customer base, the more documents will be in the database. Identifying and sorting such a huge volume of documents without the right tools is tedious. Zoho CRMEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, andAuto-Pull Data From Your Facebook Ads to Your Zoho CRM
Facebook is a promising platform to promote your brand and generate leads. Whenever you start an ad campaign using Facebook, leads will be generated. Success lies in following up and converting them. Different ways to follow up It's important to followProposal Software
I've been looking into the integrations that Zoho CRM has with proposal software (panda doc, proposify, paperless proposals) and I wondered if Zoho is considering software similar to this? Lately it seems every business/productivity app I begin to use I end up replacing with Zoho's version anyway (Zoho Checkout, Zoho Sign, Zoho Annotator). Either way, anyone care to share feedback on the proposal software they use?Cease Emails Bouncing from Invalid Addresses
Email campaigns play a crucial role in generating leads for any business because they are a powerful tool for identifying and converting the leads by establishing stronger relationships with them. However, the success rate of the email campaigns dependsIntroducing QuickBooks Connector for Zoho CRM
Accounting is the most integral part of your sales cycle. It is extremely important to keep track of your revenue by maintaining clean invoice records. This becomes easier if your CRM system, where all your sales records are maintained, is tightly integratedCompute Your Salespeople's Incentives Using The Commission Management Extension
Sharing a part of your prosperity gained from friendly competition to the sales process is important for developing sensible morale and relighting the flames of friendly competitiveness. You can have great sales representatives but if you can’t keep themHow to fetch record based on value
I am create a custom module (Countries). Countries module contain country name and length field.In leads module i am create a function. In this function how to fetch record based on the country name . Example : Countries Report: country Name : India Length :10 country Name : India Length :10 Leads : Country :India ----------------------------------------------------- fun(map lead) { //fetch record based on the country } Qn: How to fetch record based on country in leads functionDevelop Your Email Marketing Strategies Using the SendinBlue Extension
Email marketing is one of the most widely used means to reach out to, and retain customers. Email campaigns help to strategically connect with your audience to promote your brand and improve sales. Email marketing offers many different ways to connectEmpower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension
Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursuedReasons to make your business efficient with DocuSign Extension.
Using Digital signature is another step towards doing away with paper and incorporating eco-friendly ways. With Digital Transaction Management services like DocuSign businesses can easily go paperless to complete important transactions and get their documents digitally signed which is completely secure. Along with it, if a Customer Relationship Management software like Zoho manages all these documents, your business becomes more efficient. Both Zoho CRM and DocuSign, together can bring many benefits.GroupWise to Outlook PST Software
if you were trying to search a tool which can convert your groupwise data into pst then i have a third party tool for this which is groupwise to pst converter tool. use this tool because this third party tool can easily convert your groupwise data into pst without any technical help. this tool work efficency is very good because this tool gave their users a user friendly interface. this tool can support all latest version of ms outlook. and i’m saying again that this GroupWise to Outlook PST ConverterMange customer bookings and paymets and invoice
Hi. looking for someone to develop an app that takes care of all our bookings, payments (Paypal) and to invoice outstanding invoices by selecting customers and emailing them in one go. here is what happens. We book people in for skydiving. They visit our website and fill in a gravity form. There can be from 1 to 5 people in a party so all their information needs to be collected and collected as a party, and linked to the main customer (lead jumper) There will only be one person paying though (leadWorkflow Custom Function for any existing Module for Box
The Box extension for Zoho CRM is one convenient way to access stored data and share files with leads and contacts (by default) from Zoho CRM. You can extend this functionality to custom modules too. Follow the steps below to see how it's done. To associate the above custom function to a workflow rule: Click Settings > Setup > Automation > Workflow Rules. In the Workflow Rules page, click the Create Rule button. In the Create New Rule tab, specify workflow rule parameters that you require. ExecuteEventbrite synchronisation to Zoho
Hi there. I installed the Eventbrite app and it does not appear to be syncing delegates or orders across to my zoho contacts or campaigns. I've tried reconfiguring and reinstalling the app in order to bring up the syncronisation options, however, Zoho won't provide me with the option to review my syncronisation configuration. Is there some way of reviewing sync options in order to restore or vsynchronisationtion functionality and options ThanksZOHO CRM - MailChimp Integration
Hi ZOHO! I love all zoho products except Zoho Campaings. We are Zoho ONE users. We are going to use ZOHO CRM integration with Mailchimp, but can I only synchronize 2 fields? We have many fields for accurate segmentation of our customers, is there no way to map CRM contact fields with Mailchimp fields? In addition, we do not want to transfer to Mailchimp all our contacts, only some of them that can be filtered with custom fields (a customized view). Thanks!Leverage the power of chatbots and messaging extensions for Zoho CRM to converse with your leads.
Listening out to your leads' requirements is the first step towards solving them. And, effective communication tools can help focus more on your customer and less on the process itself. With #ZohoCRM extensions, you can use chatbots, and text and voice messages to reach out to your clients, right from your CRM dashboard. With a seamless integration between third-party apps like Catalyst Connect Chat and Amplify Reach, drive more sales, keeping your clients well-informed. Check out this webinar onGLOBAL BUSINESS SERVICES ALL FOR DSINGAORE
We understand unexpected financial events happen, and we're here to help. Whether you want to consolidate debt, pay unexpected medical expenses, or just want to go on a family vacation, we understand. Our goal at Financial Standard Group(FSG) is to provide access to personal finance, at competitive interest rates, in a timely manner. Check our financial rates today! Please do get back and let us know more about your company and how much you intend to borrow for your business projects. Regards, Mr.MohammadIn Zoho Project is there a way to assign equipment to a task or milestone?
I'm using Zoho project to plan, schedule and track service. I need to track what truck is assigned to that service. I cannot double book that truck. I don't see where in project you can track equipment. I'm testing using the 'free' version. Maybe I need to be on enterprise to track equipment?GetResponse subscribers to Zoho CRM Leads by new extension
We've just published new extension for Zoho CRM that helps to import all GetResponse subscribers to Leads module of Zoho CRM as good as campaigns! - set API keys (multiple accounts supported) - map fields - plan a sync schedule - get all campaigns andWhere is the Zoho CRM Quickbooks Connector?
I can't find it in the Marketplace. I was using the Quickbooks Connector for several months and then it recently stopped working. I followed a support suggestion here in the forum to remove and reinstall the Connector, so I removed it and now I can't find it in the marketplace to reinstall. Where is it?Make calls the hassle-free way to your clients, that too without a desk phone.
The CallHippo integration for Zoho CRM is here. CallHippo is an on-demand Voice-over-Internet Protocol (VoIP) service providers that allow startups and businesses to buy instant local support numbers from over 50+ countries around the world. The CallHippoTrack your Email marketing activities from your Zoho CRM dashboard.
Email Marketing is Email marketing is one of the essential tricks under every digital marketer's sleeve. Being cost-effective and highly penetrating, it is a must-have for any company with or without an online presence, especially SMBs. Keeping that in mind, we've integrated SendinBlue with Zoho CRM. This extension helps you keep tab of your campaigns and lists from with Zoho CRM. You can also see the status of each campaign sent in a report-like manner. You can also get real-time notificationsIntegrate your Zoho product with many other applications using Built.io.
Built.io , one of the #iPaaS solutions in the industry, can be used to integrate Zoho CRM and Zoho Mail with various other applications. You can create your own workflows depending upon your requirements and keep your processes well oiled. You can useGot both vendors and customers as leads? Here's an easy way to convert both of them.
If you're running a business where you have to reach out to vendors as well as customers, this CRM extension might come in handy. Some businesses might have to provide their products or services to end customers as well as vendors and resellers. This means that both B-B and B-C processes have to be carried out and lead nurturing involves both vendors and end users. Just like your default 'Convert to Contact' button in the lead records, you can use the 'Convert to Vendor' button to convert your leadFind relevant leads to grow your business and bring them into your CRM.
The new Zipcount extension for Zoho CRM makes finding leads easy. You can use it to obtain relevant leads for your CRM database. You can use various filters and criteria to narrow down to your target audience. Once you find your leads, you can directly import them to your CRM. Check out the extension here https://marketplace.zoho.com/crm/zipcount now.Fresher the leads the better. Just like wafers.
Lead nurturing is a very critical process. With customer patience and attention span at an all-time low, the salesperson has to address the lead in the shortest time possible. Even with the best protocols we frame and workflows we develop, due to unforeseeable reasons, some leads might fall through cracks and remain untouched. What if that particular lead was a high-value potential, waiting to be the revenue jumper of that quarter? With the new Stale Lead Tracker extension for #ZohoCRM, you canWorking with Setmore from Zoho CRM made easy.
You can now export new customer contacts added to your #Setmore account to your #ZohoCRM automatically. Check out the new extension in the marketplace at https://zurl.co/4eV2a. With this extension, you can export customer contacts created in your Setmore calendar, the online Booking Page, or when a new profile is added to Setmore. With this extension you can keep your Zoho contact list up-to-date with new Setmore customer contacts automatically migrated to Zoho CRM.More deals closed in the same time. Sounds great, eh?
Closing a deal, for many, involves a lot of paperwork. The salesperson will have to create, send, manage, and track engaging multimedia eBrochures, proposals, quotes and contracts. More documentation there is, more complex it becomes to track them and a lot of undue time gets wasted in following up with them. The Paperless Proposal extension for #ZohoCRM helps you ease off by reducing the time it takes to create a proposal and shortening the sales cycle by a huge margin. You can also analyze whatZOHO DEVELOPER EXTENSIONS
Hi I have created extensions (SMS EXTENSIONS )and created custom button in module. When ever click open popup window see attachment. I want popup with custom template . So Is it possible . I have develop send bulk sms with custom template plugin in zoho.Can't authorize HubSpot Connector, stating that I don't have permissions, but I'm using a Super Admin.
Hi! I have installed HubSpot Connector from the marketplace. It installs just fine, but when I try to authorize it, I get an error stating that "You do not have the correct role to grant these permissions. Please contact your administrator." The thing is, according to HubSpot, the user I'm using to log in to HubSpot is a Super Admin. What could be happening? Thank you! RodrigoNext Page
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Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceCelebrating 1 million installs on Zoho Marketplace
We're elated that Zoho users have trusted Marketplace extensions 1 million times to simplify their everyday work. It has taken us six and half years to get here, and, beyond those numbers, we've also built a thriving ecosystem of 500+ partners who'veWhat's new on Zoho Marketplace in December 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in December 2022. Extensions for Zoho CRM Driving Licence Validation for Zoho CRM Automatically validate the drivingWhat's new on Zoho Marketplace in November 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in November 2022. Extensions for Zoho CRM zzBots for Zoho CRM Transfer data such as events and contact information from
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Introducing Kanban Board Extension for Zoho CRM
Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all. Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick listWhat's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho MarketplaceHere's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,Contact Info Extractor Chrome plugin
Just trying out the Contact Info Extractor plugin and had a quick observation. Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company. I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see theEasily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and
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