Monday, November 28, 2022
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Zoho TeamInbox’s integration with Zoho CRM

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 always 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. 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, maintain your gross sales info and staff emails in the identical place. Our two-way integration allows you to entry Zoho TeamInbox from Zoho CRM’s interface, and vice versa.

Accessing staff 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 staff can now take pleasure in 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 when you’re studying the e-mail. With the contextual gross sales particulars the widget offers, now you can resolve emails sooner.

Allow the Zoho CRM eWidget out of your Zoho TeamInbox settings to view the entire 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 conserving 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 together with your contacts, you’ll be able to rapidly flick through the entire earlier conversations you’ve had with them. This can provide help to talk with them in the way in which they like.

Attempt our extension for Zoho CRM and tell us how this integration eases your on a regular basis work. Preserve sending us your suggestions and recommendations to We love listening to from you!


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