We’ve at all times aimed to construct Zoho TeamInbox to work with different purposes in order that your information flows seamlessly from one app to the opposite, permitting you to work with the identical contextual content material with out consistently switching tabs. Our integration with Zoho CRM offers you simply that.
Zoho CRM is a platform that helps you handle all issues sales-related. Set up and join with contacts, create duties and offers for them, measure conversions and efficiency, and extra. With Zoho TeamInbox’s integration for Zoho CRM, hold your gross sales info and crew emails in the identical place. Our two-way integration allows you to entry Zoho TeamInbox from Zoho CRM’s interface, and vice versa.
Accessing crew 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 inner discussions carried out on the thread. Open emails in a brand new window to answer, remark, assign duties, and extra.
With this extension, your gross sales crew can now get pleasure from contextual communication with their contacts. Be taught 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 when you’re studying the e-mail. With the contextual gross sales particulars the widget gives, 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:
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By protecting 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.
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All the time concentrate on the context and historical past. Earlier than speaking along with your contacts, you’ll be able to rapidly flick through all the earlier conversations you’ve had with them. This can provide help 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. Preserve sending us your suggestions and solutions to assist@zohoteaminbox.com. We love listening to from you!
