The Zoho CRM Snap-in will enable seamless data import from customer relationship management and sales workflows into your application. By integrating this add-on, users will be able to sync leads, contacts, deals, and activity data directly into your platform for improved customer engagement and sales tracking.

Features

• Automated CRM Data Import

Leads, contacts, deals, and activity logs from Zoho CRM will be automatically imported into your application, ensuring that sales and customer data is always up to date.

• Integration with Existing Sales & CRM Systems

Imported CRM data will be mapped to your platform’s sales, marketing, or customer success tools, enabling smooth synchronization across all customer touchpoints.

• Customizable Data Field Mapping

Users will be able to define how Zoho CRM’s fields, such as lead status, deal stages, and activity types, correspond to fields in your application, allowing for flexible tracking and reporting.

• Real-Time Syncing for Lead & Deal Updates

Any updates to leads, contacts, or deals in Zoho CRM will be reflected in your platform, ensuring accurate and real-time sales tracking.