Zoho CRM Integrations

When Zoho CRM was
included as part of our single sign-on system earlier this year, we
mentioned that it’ll boost the pace of integration with other Zoho
Apps. Less than six months into it, we now have many
integrations with other Zoho Apps.



Sign-in – Google & Yahoo



Once Zoho CRM was part of our single sign-on system, it automatically
got the capability to accept users with existing Google & Yahoo
accounts.
Zoho CRM & Mail integration



This has been one of the most requested features for CRM. Last month we
integrated Zoho CRM & Mail. It is not just Mail integration in CRM,
but also the other way around. This means, if you are a Zoho Mail user,
you can directly add contacts to CRM and even create tasks in CRM
directly from Mail or if you live in CRM, you can view your entire Zoho
Mail within the CRM system.




But then, the real deal is the ability to view contact specific emails when you view a contact.






Zoho CRM & Meeting integration



This is a simple, yet powerful integration between two business apps.
When I view a contact in CRM, a ‘Meet Now’ button contextually appears for that contact. Choosing ‘Meet Now’ starts a meeting
instantly sending an invite automatically to that user.





Zoho CRM & Invoice integration



If Zoho CRM holds your customer information and you’d like to create an
invoice or an estimate in Zoho Invoice, it is easy to import all your CRM contacts into Zoho Invoice. 





Zoho CRM & Zoho Sheet Integration



Editing data on a spreadsheet is much easier than editing data in
form based application. Zoho Sheet integration into Zoho CRM makes editing your data easy no
matter which module in CRM you are in. You’ll notice a ‘Zoho Sheet
View’ above your data. Choosing this option opens the content in Zoho
Sheet. You can make the changes and hit the save button to save the
changes back to your CRM system.





There are couple of other integrations that are not related to our SSO,
but these are welcome integrations to users using other applications.



1) Outlook plug-in to sync your contacts with Zoho CRM and

2) Office plug-in to create mail-merge docs with data from Zoho CRM



The CRM team is moving aggressively on improving the app and
integrating it with other Zoho Applications. If you have any specific
integrations you’d like to see in Zoho CRM, please drop us a line.




21 Replies to “Zoho CRM Integrations”

  1. Can we create a form on Zoho creator or wufoo forms, which will work – to integrate into the CRM? The fields should be the same as what we have in our form today. Else, can we get the present form linked to Zoho CRM itself?

  2. Can we create a form on Zoho creator or wufoo forms, which will work – to integrate into the CRM? The fields should be the same as what we have in our form today. Else, can we get the present form linked to Zoho CRM itself?

  3. how can we integrate zoho CRM with our website to manage information of our customers?

  4. how can we integrate zoho CRM with our website to manage information of our customers?

  5. We just imported our data into Zoho CRM. The biggest issues are with a lack of flexibility when inputting and
    reviewing account notes. I called the ZOHO Customer Service center and was told there’s no
    way to customize the Notes fields. Also when we imported the data, none of my To Do’s from Calvin’s Call-Back screen got populated in Zoho’s Task bar. We are so close to making the jump to zoho crm and email, I don’t want these sales issues to prevent us from making the move. Any suggestions?

  6. We just imported our data into Zoho CRM. The biggest issues are with a lack of flexibility when inputting and
    reviewing account notes. I called the ZOHO Customer Service center and was told there’s no
    way to customize the Notes fields. Also when we imported the data, none of my To Do’s from Calvin’s Call-Back screen got populated in Zoho’s Task bar. We are so close to making the jump to zoho crm and email, I don’t want these sales issues to prevent us from making the move. Any suggestions?

  7. @francesco.manticaGood feedback. Yes, we will be taking up these improvements/integrations.

  8. @francesco.manticaGood feedback. Yes, we will be taking up these improvements/integrations.

  9. Would love to see following integrations:1) Attach Zoho Writer Docs to Records in ZohoCRM, just a small link to associate both.2) Integrate with Wiki, to have a CRM/Wiki Hybrid where users are associate a record with a wiki page.3) Create Notes in Rich Text, instead of just standard text. Be able to bold, align, etc. and post longer documents. (1 or 2 can fix this problem).Thank you!

  10. Would love to see following integrations:1) Attach Zoho Writer Docs to Records in ZohoCRM, just a small link to associate both.2) Integrate with Wiki, to have a CRM/Wiki Hybrid where users are associate a record with a wiki page.3) Create Notes in Rich Text, instead of just standard text. Be able to bold, align, etc. and post longer documents. (1 or 2 can fix this problem).Thank you!

  11. @janvdrGood point. Our current CRM & Invoice integration is just the first step. We certainly have more tighter integration planned.

  12. @janvdrGood point. Our current CRM & Invoice integration is just the first step. We certainly have more tighter integration planned.

  13. Zoho Invoice is a great tool, especially for recurring invoices. However Invoices created in Zoho Invoice should be synchronized with Zoho CRM.Otherwise i have to start jumping between to applications and that’s what integration is NOT about.Hopefully once ZOHO MySQL cloud is liberated (still waiting. . . .) this will be possible.Keep rocking ZOHO, you guys are fantastic!

  14. Zoho Invoice is a great tool, especially for recurring invoices. However Invoices created in Zoho Invoice should be synchronized with Zoho CRM.Otherwise i have to start jumping between to applications and that’s what integration is NOT about.Hopefully once ZOHO MySQL cloud is liberated (still waiting. . . .) this will be possible.Keep rocking ZOHO, you guys are fantastic!

  15. Thats why I like Zoho, allways keep moving. I think it is important to add Zoho Calendar to this integrations, or at least, a syncronization with it.Thanks!

  16. Thats why I like Zoho, allways keep moving. I think it is important to add Zoho Calendar to this integrations, or at least, a syncronization with it.Thanks!

Comments are closed.

By submitting this form, you agree to the processing of personal data according to our Privacy Policy.

Related Posts