Zoho is one of the popular CRM integration apps that have integration features and allow you to run your business smoother. The best thing about this Zoho CRM integration is that it integrates incredibly with the other Zoho apps and various automation tools.
Set Up Your CRM Integration Today
If you are a new individual who will use the Zoho product, you need to sign up to activate this system. There you can find various tabs for different leads, contacts, accounts, and activities. These are already linked, so; you do not need to add or import further leads. After that, set the source of the leads and various other details. Then choose the account which belongs to it.
Once you're done with the set-up process, you are ready to do the essential integrations such as live chats, web forms, and many more.
Integrate Zoho CRM with Zoho Forms
If you already sign up for the Zoho CRM account, all you need is to visit the forms.zoho.com site. You will get a form here to create the new integration form. You can also choose the present template or create your template. Moreover, many forms of design are present for your dedicated fields, such as construction, education, healthcare, business, and eCommerce forms.
Next, you need to do is, click on the "Use this Template." You'll get a customized screen that allows you to set form fields, labels, descriptions, and properties. Once you fill in all the details, save the form, and click on the integration button.
After that, select the Zoho CRM module. By doing so, you will be able to access the form online, and data entered by your site visitors will automatically include in your CRM.
Integrate Zoho CRM with Web Forms
The Zoho CRM can also be integrated with the Zoho Web forms. Moreover, you can create custom web forms to push the web forms' data into your CRM. For this, you need to go to the "projects." Then tap on the menu, and after that, click on the "extension & APIs" present on the left of the menu bar. The Webforms is the last option of the drop-down menu.
Next, you need to choose the module and then select the "create web forms." In this way, you can integrate into Zoho CRM and use it precisely.
Integrating Zoho CRM with Zoho Creator
The integration with the Zoho creator enables a business individual to look up the stored data in an external service. The Zoho creator is available in both a workflow builder and our form-builder. Hence, all you need to do is just drag and drop the field, select the CRM module, and fetch out the data you need.
In this way, you will create the relation between the Zoho creator and the selected module. And once you've established a close association between the Zoho CRM and Zoho Creator, you can follow the tasks such as:
Quickly add the data to the CRM module.
Fetch out the data from the CRM module.
Update the data to the CRM module.
And search for the CRM module and use that data into the Zoho creator.
Bottom Line
Zoho CRM integration is one such cloud-based computing and automation platform that helps the business individuals handle their work smoother. To make work more efficient, one can integrate Zoho CRM with other Zoho apps to improve data security and build a strong communication route to enhance productivity.