All about Zoho CRM Integration

Oct 29, 2020 10:26:01 AM / by Karishma Pramanik

In a competitive space, Zoho CRM is a winner as Zoho provides the core functions of customer relationship management well. Zoho is adaptable, easily customizable for it to suit various business needs.

 

ZOho CRM Integration

Zoho CRM can be easily integrated with Zoho's other services - campaigns, support, etc. All of those services deliver good value.

You'll be able to engage with prospective customers and track meaningful metrics all on a single system designed to improve productivity throughout your business.

Zoho One includes more than 40+ integrated, online applications with complimentary mobile and native versions, along with many extensions. All applications are with enterprise features, giving you everything you need to grow sales, market your business, do your accounting, communicate with team mates and customers, and much more.

With Zoho CRM, your business can prosper in many different ways so you need to get started with knowing to use Zoho CRM and learn how it is beneficial to your company.

In order to efficiently and effectively communicate with customers, it’s critical that your CRM is tightly integrated with your contact center. Twilio is one such app which will help you keep your and team’s communication in sync with your customers.

 

Integrating Twilio with Zoho CRM:

Twilio when integrated with Zoho CRM offers options to organize your organization's incoming and outgoing calls from within Zoho CRM. Configure the Twilio set up to manage call and associate the calls with the leads/contacts in your CRM database.

To Integrate Twilio into your system, there are usually 3 steps.

Authorize Twilio

  1. Add Twilio for Incoming calls.
  2. Add Twilio for Outgoing Calls

 

  • To authorize Twilio-
  1. Go to Setup > Channels > Telephony.
  2. In the Zoho PhoneBridge page, choose Twilio as the telephony provider.
  3. Specify the AccountSID and AuthToken.
  4. Enter the details and Click Authorize.
  5. The Twilio account will be authorized.

Add Twilio for Incoming Calls

  1. Go to Setup > Channels > Telephony.
  2. Under the Incoming call tab, click Add phone number.
  3. Enter the Phone number that you purchased from Twilio.
  4. Then you have to select either of these two options. Based on this, the incoming calls will be channeled to the sales representatives-
    -Configure IVR menu: Set up an IVR menu that will be played for the caller.
    -Associate User: All the incoming calls to this phone number will be channeled to the specified users.

Add Twilio for Outgoing Calls

  1. Go to Setup > Channels > Telephony.
  2. Click on the Zoho Phone Bridge page.
  3. Under the Outgoing call tab, click Associate phone number.
  4. Select a user from the User drop-down list.
  5. Select a phone number from the Phone Number drop-down list.
  6. Click the Add icon to associate more users with phone numbers.
  7. Click Save.

You can also take help of Contact manager in Zoho CRM to import contacts into Twilio from within the CRM.

 

Another app that can help your business in great deal is Google Calendar.

Google calendar is a Google app and integrating it with CRM will need you to be a Google App User first.

Google Calendar is a free online tool from Google that helps you manage your appointment, meetings and event. You can easily add new events to your calendar online.

With Google Calendar, you can-

  • Create several calendars for your businesses, for your family and free time.
  • Google Calendar allows you to keep track of your events and plan your day, week or month more efficiently.
  • By sharing your calendar with other online services, you can empower your ability to book appointments with clients, colleagues and improve your networking.
  • You can stay on top of your events, meetings, and tasks by bringing them all together in one calendar.
  • You can keep using your preference of Google Calendar or Zoho Calendar, since two-way synchronization keeps both calendars updated at all times.

Integrating Google Calendar with Zoho:

  1. Log in to Zoho
  2. In Zoho CRM, go to Setup >Marketplace >Google > Calendar.
  3. In the Calendar Synchronization page, do the following:
  • Select the Sync Calendar from the drop-down list.
  • Choose any one of the Sync Options:
  • 2 Way Sync
  • 1-Way: Zoho CRM Calendar to Google Calendar
  • 1-Way: Google Calendar to Zoho CRM Calendar
  1. Click Save.

 

QuickBooks is another great option to Integrate with your Zoho CRM

Zoho CRM for QuickBooks helps you maintain complete and up-to-date customer information in both Zoho CRM and QuickBooks.

By integrating Zoho with QuickBooks, you can –

  • Transfer data between Zoho CRM and QuickBooks
  • Import all the data from QuickBooks to Zoho CRM
  • Export all or selected records from Zoho CRM to QuickBooks
  • Synchronize contact and vendor details between Zoho CRM and QuickBooks
  • View the history of data transferred and also delete the most recent data transfer.

 

For your business, lead generation is your number one priority. You now have a way to convert your website visitors into contacts by simply integrating an app to your CRM.

 

Zoho forms.

Using Zoho Forms, you can easily build an online form for all your business needs. Create and customize the form, add the required fields and send it to your customers thus enabling data collection. It allows you to-

  • Capture the form submissions in Zoho CRM
  • Gather certain data such as name, email, etc. from CRM in your form.
  • Enables an easy web-to-lead generation.

 

Discover new ways to improve your business. Now spend less time managing your software, and more time managing your business!

Topics: CRM, zoho, integration

Karishma Pramanik

Written by Karishma Pramanik

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