Focus Group webinar - Integrating Zoho CRM and Zoho Projects
Continuing our bi-monthly Zoho CRM integration series, by popular demand, we're about to discuss integrating your Zoho CRM system with Zoho Projects. We're going to discuss how to make these systems work hand-in-hand to collaborate efficiently with your team and your customers. A few things we'll cover in this webinar:
- How Tasks are managed in CRM?
- Why Zoho Projects?
- Setting up the integration
- Demo for a use case involving capturing feature requests for the extension team
- A deep-dive into recently added enhancements within the Zoho projects and CRM integration; creating Projects for B2C Contacts and Deals (upcoming)
- Select tips for CRM usage hand-in-hand with Zoho Projects and vice versa
- Pushing Cases to Tasks in Projects using a Function
- A list of FAQs about this integration from our customers
| Time Zone | Registration link |
9AM IST | 2:30 PM AEDT | 11:30 AM Singapore Time | |
3:30 PM GMT | 11:30 AM EDT | 10:30 AM CDT |