Integrating ZOHO CRM with Google Spreadsheets
Integrating Zoho CRM with Google Spreadsheets facilitates the seamless exchange of data, enhancing data management and analysis capabilities. Below, we provide a comprehensive guide on how to successfully achieve this integration: Zoho CRM Side: 1. Generate Zoho CRM API Credentials: a. Access the Zoho Developer Console at https://accounts.zoho.com/developerconsole. b. Create a new project or select an existing one within the console. c. Enable Zoho CRM APIs and generate the required API credentials, including the Client ID and Client Secret. 2. Set...
India Mart integration with ZOHO CRM
Integrating CRM with the India Mart website can be achieved through two distinct methods, each offering its own set of benefits and requirements. 1. Plugin: One approach to integration involves utilizing a plugin available through the Zoho Marketplace. This plugin streamlines the integration process, providing users with a user-friendly interface and pre-configured settings to facilitate seamless data exchange between India Mart and Zoho CRM. 2. Custom API: Alternatively, businesses can opt for custom integration using API (Application Programming Interface)....
How to Create Email Alerts to Non-Zoho CRM Recipients
Zoho Mail is a protected and dependable business email arrangement customized for your association’s correspondence needs. It’s not simply an inbox—it’s more. You can get custom space-based email addresses for every one of your representatives and set up email bunches for various offices, in a couple of basic advances. Zoho Mail’s workers guarantee that your information is consistently secure and open. The following are some sequential procedures to Create Email Alerts to Non-Zoho CRM Recipients. Go to “Setup” click...
Is Zoho Books a good alternative to QuickBooks Accounting?
Is your company like many others, thinking about the best accounting software program available right now? As QuickBooks is closing its pages in India, you might be overwhelmed with deciding on which accounting software could be the best for your company. There has always been a better accounting solution in the market for Indian small businesses– And that is Zoho Books from Zoho. In this blog, we are trying to ensure you a complete alternative to Intuit QuickBooks. Best Accounting Software for Indian small businesses What should...
Zoho Desk Price comparison with Features
Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day. Multichannel ticket management allows you to be available for your customers, whatever channel of communication they choose—all from one location. And Zia, Zoho Desk's artificial intelligence, can chat with your customers, provide answers from your self-service knowledge base, and even perform actions for customers like placing or editing an order. Built-in dashboards help you track and...
Zoho Inventory Price comparison with Features
Zoho Inventory is a member of Zoho’s advanced productivity suite that enables companies to automate their order and inventory management and to keep track of delivery in order to make smarter business decisions. It is suitable for eCommerce businesses from all scales and branches, and it is integrated with multiple cloud retailers and most used shipping systems. The pricing scheme is flexible, and plans are designed affordable to meet the needs of startups and on-budget...
Zoho Books Price comparison with Features
Introduction: Business owners need to have a way to keep track of the money being spent as well as the money coming in. Lack of proper recording and keeping up with accounting can hurt business as business owners may fall short of money when it is time to pay employees or to perform any other business function. Business owners prefer to use accounting software as they can perform various accounting functions with accuracy. Zoho Books comes with...
Comparison of Zoho CRM Versions, Zoho CRM Pricing
With Zoho CRM, you can connect in real-time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media. You can bring all your channels together in an organized timeline, and reach out to every prospect. You can see your emails organized according to the CRM...
How to create reports in Zoho CRM
You can build new module-specific reports that relate to other cross-functional modules. You may, for instance, create reports in Zoho CRM accounts module that links to other modules like Contacts, Deals, Quotes, and so on. So, let’s take a look into step-by-step guide on creating reports in Zoho CRM Now, there are three types of reports: Tabular report: In the report, the data is displayed without any subtotals. Create contact mailing lists, a consolidated picture of...
Zoho Marketing Plus: Unified Marketing Platform
Zoho released its email marketing solution, Zoho Campaigns, a decade ago. And its first entry into the field of marketing software. They've been investing in Martech for the past ten years and have worked with hundreds of brilliant marketers and marketing teams across the world through their distinct solutions. As a consequence, they've learned about the demands and problems of operating marketing campaigns. Zoho Marketing Plus is the solution to these difficulties, combining all marketing...