When Zoho CRM was
included as part of our single sign-on system earlier this year, we
mentioned that it’ll boost the pace of integration with other Zoho
Apps. Less than six months into it, we now have many
integrations with other Zoho Apps.
Sign-in – Google & Yahoo
Once Zoho CRM was part of our single sign-on system, it automatically
got the capability to accept users with existing Google & Yahoo
Zoho CRM & Mail integration
This has been one of the most requested features for CRM. Last month we
integrated Zoho CRM & Mail. It is not just Mail integration in CRM,
but also the other way around. This means, if you are a Zoho Mail user,
you can directly add contacts to CRM and even create tasks in CRM
directly from Mail or if you live in CRM, you can view your entire Zoho
Mail within the CRM system.
But then, the real deal is the ability to view contact specific emails when you view a contact.
Zoho CRM & Meeting integration
This is a simple, yet powerful integration between two business apps.
When I view a contact in CRM, a ‘Meet Now’ button contextually appears for that contact. Choosing ‘Meet Now’ starts a meeting
instantly sending an invite automatically to that user.
Zoho CRM & Invoice integration
If Zoho CRM holds your customer information and you’d like to create an
invoice or an estimate in Zoho Invoice, it is easy to import all your CRM contacts into Zoho Invoice.
Zoho CRM & Zoho Sheet Integration
Editing data on a spreadsheet is much easier than editing data in
form based application. Zoho Sheet integration into Zoho CRM makes editing your data easy no
matter which module in CRM you are in. You’ll notice a ‘Zoho Sheet
View’ above your data. Choosing this option opens the content in Zoho
Sheet. You can make the changes and hit the save button to save the
changes back to your CRM system.
There are couple of other integrations that are not related to our SSO,
but these are welcome integrations to users using other applications.
1) Outlook plug-in to sync your contacts with Zoho CRM and
2) Office plug-in to create mail-merge docs with data from Zoho CRM
The CRM team is moving aggressively on improving the app and
integrating it with other Zoho Applications. If you have any specific
integrations you’d like to see in Zoho CRM, please drop us a line.