+91 9461046161 sales@agsuitetech.com

Zoho CRM Integration With Disparate Zoho Applications

Zoho is one of the top CRM integration apps that contain integration features and lets you run a smooth business. The main feature of Zoho CRM integration is that it integrates fabulously with different Zoho apps and other automation tools.

If you are new to Zoho, firstly you need to sign up and activate the system. Once done, you can find various tabs for leads, accounts, activities, contacts, etc. These are the ones that are already linked to your Zoho account. Hence, there is no need to add or import more leads. Next, you can set the source of those leads and other details. Then you can select the account to which it belongs. Once the set-up process is completed, you can go ahead with further integrations with web forms, live chats, etc.

Zoho CRM integration with Web Forms

Zoho CRM can be integrated with Zoho WebForms. It is possible to create custom web forms and push their data into your CRM. This can be done at the “Projects” tab, navigating through its menu and selecting Webforms. You may then choose the required module and create new web forms by integrating them with Zoho CRM.

Zoho CRM Integration With Disparate Zoho Applications

Zoho CRM integration with Zoho Forms

This integration can be done easily if you have already signed up for Zoho CRM. You can then visit forms.zoho.com and find a form here to create a new integration form. Templates can be selected from the readily available or you may create a template of your own. Forms can be created as per your industry needs like education, business, healthcare, e-commerce, etc.

You may then start using the selected template where you get a customized screen that lets you set form labels, fields, properties, and descriptions. Once the details are set, you can go ahead and integrate using the integration button. Later you can pick the Zoho CRM module and access the form online where your visitors can view data automatically included in the CRM.

Zoho CRM integration with Zoho Creator

The advantage of integrating Zoho CRM with Zoho creator is that it lets a marketer look up the stored data in an external service. Zoho Creator is available as a form builder and workflow builder. So, you need to simply drag and drop the field in the editor, choose the CRM module and explore the required data. This way you can build a connection between the created module and Zoho creator.

Once the connection is established, you can perform multiple tasks like data insertion into the module, fetching data from the module, updating data, and finally searching for the CRM module and using its data in Zoho Creator.

Bottom Line

Finally, Zoho CRM integration is a cloud computing and automation platform that lets business people get a smooth handling experience. For more efficiency, you can integrate Zoho CRM with different Zoho apps to enhance productivity, attain strong communication, and boost data security.

AGSuite comes with a plethora of services where business requirements are analyzed, planned, and a customized plan is created. Therefore, once we understand your needs, we work steadily to make it happen for your business and deliver the best-in-class solutions for you.

Are you looking for Immediate Technology support?