SalesZoho TeamInbox's integration with Zoho CRM

Zoho TeamInbox’s integration with Zoho CRM

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We’ve at all times aimed to construct Zoho TeamInbox to work with different functions in order that your knowledge flows seamlessly from one app to the opposite, permitting you to work with the identical contextual content material with out continuously switching tabs. Our integration with Zoho CRM will provide you with simply that.

Zoho CRM is a platform that helps you handle all issues sales-related. Arrange and join with contacts, create duties and offers for them, measure conversions and efficiency, and extra.  With Zoho TeamInbox’s integration for Zoho CRM, preserve your gross sales info and group emails in the identical place. Our two-way integration allows you to entry Zoho TeamInbox from Zoho CRM’s interface, and vice versa.

Accessing group inboxes from Zoho CRM’s interface 

Now you can view and entry emails associated to your contacts and leads proper out of your Zoho CRM account. View the thread standing, assignee, and any inside discussions performed on the thread. Open emails in a brand new window to answer, remark, assign duties, and extra.

With this extension, your gross sales group can now get pleasure from contextual communication with their contacts. Study extra about set up and utilizing the app.

Accessing Zoho CRM info from Zoho TeamInbox 

Entry and create Zoho CRM information proper out of your inbox with our eWidget for Zoho CRM to get insights in your prospects and potentials. Add your e-mail senders and recipients as contacts whilst you’re studying the e-mail. With the contextual gross sales particulars the widget supplies, now you can resolve emails quicker.

Allow the Zoho CRM eWidget out of your Zoho TeamInbox settings to view all the pertinent info subsequent to your thread.

Why do you have to apply this integration?  

By integrating Zoho TeamInbox with Zoho CRM, you’ll profit within the following methods:

  • By retaining the gross sales info useful, you’ll at all times know who you’re speaking to, serving to you make higher and extra exact responses.

  • All the time concentrate on the context and historical past. Earlier than speaking along with your contacts, you’ll be able to shortly flick through all the earlier conversations you’ve had with them. It will show you how to talk with them in the way in which they like.

Strive our extension for Zoho CRM and tell us how this integration eases your on a regular basis work. Hold sending us your suggestions and options to help@zohoteaminbox.com. We love listening to from you!

 

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