Tips & Tricks #01 Top 10 Zoho CRM Integraties

Tips & Tricks #01 Top 10 Zoho CRM Integraties



Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiƫntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan apps die je dagelijks gebruikt voor marketing, productiviteit, samenwerking, telefonie, klantenservice en nog veel meer.

Een voordeel is dat Zoho CRM gemakkelijk integreert met diverse software. Het is niet nodig om alle informatie handmatig over te zetten. Hierdoor bespaar je veel tijd en kan je meer tijd besteden aan de primaire taken binnen jouw bedrijf.

Er is een brede set aan Zoho CRM integraties beschikbaar. De 10 populairste integraties delen we graag met jou:

Maak contact met jouw klanten waar zij zich het meest op hun gemak voelen. Begin een gesprek met jouw prospects en contacten rechtstreeks vanuit jouw CRM!

Trek verschillende leads aan en maak ze enthousiast met tweerichtings-SMS. Geef een persoonlijke touch die jouw klanten verwachten op basis van je vorige gesprekken.

Til jouw e-mailmarketing campagnes naar een hoger niveau! Verbeter ook de conversiepercentage door de reacties op de campagne te volgen en te analyseren.

Ga efficiƫnter te werk en vind jouw contacten op LinkedIn met een eenvoudige zoekopdracht.

Volg de aankopen van jouw klanten rechtstreeks vanuit jouw CRM. Voeg jouw Shopify klanten eenvoudig toe als contact in jouw CRM.

#6: Slack
Blijf voortdurend op de hoogte van de verschillende deals en werk gemakkelijk samen met jouw team door een open communicatiekanaal te bieden.

Houd controle over jouw Facebook-campagnes door alle gegevens samen te voegen in jouw CRM.

Genereer leads uit webinars, volg ze op en ontvang alle gegevens over de webinar in jouw CRM.

Vermijd heen en weer mailen door documenten in de cloud te maken, te delen en te bewerken.

Verkort de tijd die nodig is voor het ondertekenen van documenten door ondertekenaars overal veilige toegang te verlenen.

Welke integratie past het beste bij jouw bedrijf? Laat het ons weten in de reacties!

Met vriendelijke groet,

Team Zoho Nederland

    • Sticky Posts

    • Virtual Community Meetup over Canvas voor Zoho CRM

      Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt
    • Tips & Tricks #01 Top 10 Zoho CRM Integraties

      Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan
    • Webinar - Nieuwe Canvas Functie voor Zoho CRM

      Wij nodigen jou graag uit voor de Webinar over de nieuwe Canvas-functie van Zoho CRM! Tegenwoordig zien alle CRM-softwares er hetzelfde uit: rijen met data op een witte achtergrond met een contrasterende kleur bovenaan en aan de randen. Dat is NU verleden
    • Ask the Experts #1 Online Forum Q&A over Canvas voor Zoho CRM

      Beste Community leden, Zoals jullie weten lanceerde Zoho CRM deze maand Canvas, de eerste CRM Designstudio in de branche! Met Canvas is het mogelijk om creatieve en praktische ontwerpen te creëren zonder enige kennis van programmeren te hebben. Het is
    • Ontdek onze nieuwe Canvas functie voor CRM

      Het gehele Zoho team is verheugd om onze nieuwe Canvas functie te introduceren, de enige functie binnen de branche die u in staat stelt om het ontwerp van uw CRM aan te passen! Canvas is een ingebouwde designstudio in Zoho CRM, waarmee u uw gebruikersinterface
    • Recent Topics

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
    • Again about the backlighting of the search query when searching in a client for Linux

      Some time passed, I installed a client for Linux version 3.4.0, but I still did not receive the promised search with the backlighting of the search query how it was implemented in the client for android. In the previous topic, you told me that this function
    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
    • Workdrive Upload Notification

      Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".
    • Experience effortless record management in CRM For Everyone with the all-new Grid View!

      Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
    • Zoho Mail not working. Constant OTP

      Firstly, my emails have been playing up for over a year. They are struggling to send and I have to press Send a few time to make them going. They mostly hover with a loading note saying Sending. I emailed Zoho and they got it working, but now it is doing
    • How do I edit the Calendar Invite notifications for Interviews in Recruit?

      I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
    • Marketer's Space: Bookmarks by Zoho Campaigns

      Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library
    • Workflow for "Expenses" module?

      Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflows
    • on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm

      on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm
    • Allow Mapping of Zoho Desk Knowledge Base Categories to Multiple Departments in Zoho SalesIQ

      Hello Zoho Team, We hope you're doing well. We would like to request an enhancement to the Zoho SalesIQ integration with Zoho Desk, specifically regarding the way Knowledge Base (KB) articles are mapped and displayed across departments. Current Limitation
    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
    • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

      Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
    • [Important announcement] Zoho Writer will mandate DKIM configuration for automation users

      Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
    • Desk - CRM Integration: SPAM Contacts (Auto Delete)

      SPAM contacts is a useful feature, but when the CRM sync is used, it is very frustrating. When a contact is marked as SPAM on Desk, I wish to do the same on CRM. When a SPAM contact is deleted, I would like it deleted from CRM. The feature looks half-baked.
    • View Audit Trail field

      The Audit Trail feature is great, but its data is only available to admin users. It would be really great to have a system field "Audit trail" that we can add to the detailed view of a record. This would allow supervisors, directors and etc. to quickly track what changes have been done by whom for each record. It is a current feature from a client of mine and while it's probably possible to hard code it, since this data is already available in Zoho, I would be surprised to hear how hard it would
    • Creator roadmap for the rest of 2022

      Hi everyone, Hope you're all good! Thanks for continuing to make this community engaging and informative. Today we'd like to share with you our plans for the near future of Creator. We always strive to strike a good balance of features and enhancements
    • How do I modify the the incoming/current call popup? I can modify other call pages but not that one.

      I want to modify the incoming and active call popup on the crm to include customer relevant information, such as purchase history or length of relationship. Under modules and fields, I don't seem to see active call as a choice to modify, only the main
    • Announcing new features in Trident for Windows (v.1.27.4.0)

      Hello Community, Trident for Windows is here with exciting new features to elevate your communication and enhance productivity. Let’s dive into what’s new! Smart Sign-in. You can now sign in to Trident with Smart Sign-in. With this new addition, you can
    • Add Lookup Field in Tasks Module

      Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).
    • Time Entry : Auto fill fields Hours minutes seconds

      Hello world, Do someone know a script (for workflow rules) which fill automatically fields hours spent, minutes spent, seconds spent when we fill Executed time and End time Formula should start from (End time - Executed time) Thx in advance
    • MULTI-SELECT LOOKUP - MAIL TEMPLATE

      Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVU
    • Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=

      Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form is
    • Tracking Emails sent through Outlook

      All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But
    • Zoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM

      I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_form
    • Data Integration Platform

      Hi,  Is anyone aware about a data integration platform like Dell Boomi that can work with Zoho Support? Any help will be higghly appreciated.  Thanks Kunal
    • Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0

      How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across
    • Ability to add notes to an appointment and add notes/attach docs to a consultation

      As an idea for the future, it would be helpful to be able to add notes to an existing appointment--there is a place to add notes for the customer, but I don't see one for the appointment. It would also be helpful to be able to add notes or attach documents
    • How to query Deal "Stage" "Is Open" in Analytics SQL?

      How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter
    • Im trying to white list domain dynamically in zoho desk extension

      Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":
    • Backorder For Composite Items

      Hello If i released SO for composite item and use backorder feature of zoho inventory then it should backorder child item items of composite and not composite item.This is basic of backordering.I conveyed this to zoho call center but no solution yet.
    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
    • Zoho Payroll: Product Updates for India - May 2025

      This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry
    • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

      Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove
    • Sync failed: Invalid Date value

      Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the
    • Office 365 is marking us as "bulk"

      All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,
    • Zoho Assist

      Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this new
    • Modify workflow from "ON CREATE & EDIT" to "ON CREATE" only

      Salut, Is there a way to easilly change my choice of trigger of workflow from on create & edit to on create only, or do I have to re-do the whole worklow from scratch ? Sylvain
    • Access custom modules via API?

      Is it possible to access a custom module in Zoho Inventory via the API? I can not find any reference to this in the API docs.
    • Welcome to the Zoho Service Plus community

      Hey everyone, We are excited to welcome you to be a part of the Zoho Service Plus community. Here's a quick overview of what Service Plus is all about and how the community can help us work together. What's Zoho Service Plus? Zoho Service Plus is a unified
    • Next Page