CRM Masters

Do Zoho Apps Integrate With Each Other And Are They Cost Effective ?

how well zoho crm integrate with other zoho products

One of the great aspects of the Zoho CRM is its ability to integrate with other Zoho Products.

Over the last three months, there has been a noticeable shift in how companies are working to design a vast number of meetings and conventions due to the pandemic. Companies are mindful that conventional live shows, interactive events can even attract a larger audience. I am a person with a high passion for reading and maybe that has led me to know that Zoho’s products such as Zoho Backstage, Zoho campaigns, and Zoho forms were commonly used during this time to support organizations with event registrations, event schedule, and outreach to participants.

Connectivity lies in the basic formula that Zoho Apps can quickly be incorporated with current business processes. Taking a recent example, one of my partner’s companies arranged a free webinar and began digital conversion ads that would send the user to a form-based landing page. Now the type of the other framework that was being used by the company did not allow the implementation of the tracking code while Zoho quickly provided all of it. He then moved all the company’s operations to the Zoho network. This mindset is well shaped with the proper support of a right Zoho Partner.

So the true strength of the Zoho product is its simple integration. Zoho Integration Activities make it easy to migrate and synchronize the stored data through various Zoho services. They provide functionality by enabling you to retrieve, change and erase your data. Here are a variety of situations where integration activities come in handy:

  • Zoho Desk – Zoho Projects: One can add a ticket you have created in Zoho Desk as a task in the Zoho Projects using Zoho-Projects-Create-Record-Task.
  • Zoho Mail – Zoho Cliq: You can post the content of all the emails received from a specified email address to one of your Zoho Cliq channels using Zoho – Cliq- Post -Channel Task.
  • Zoho CRM – Zoho Sign: You can download a license agreement from Zoho Sign and add it as an attachment in the Zoho CRM Deals module using Zoho.Sign.Download-Document and Zoho.crm.attach-File tasks.
  • Zoho Connect – Zoho Cliq: You can post a custom message in a Zoho Cliq’s bot whenever an event is created using zoho.cliq.postToBot task.
  • Zoho Sheet – Zoho CRM: You can write formulas in Zoho Sheet to auto-populate columns based on Zoho CRM data using zoho.crm.searchRecords task.
  • Zoho Writer – Zoho People: You can share a Zoho Writer document to the list of employees fetched from Zoho People using zoho.writer.shareDocument and zoho.people.getRecords tasks.

Zoho applications are very well integrated with each other and provide the best operating system for your business at an efficient market price. Zoho has also released a single product called Zoho One, which has the organizational model integration with the whole Zoho Suite at a very affordable price.

In my personal opinion, you must connect with Zoho Consulting Partner to get this wonderful transformation for your company.