Zoho CRM & Sales
13 min
Zoho CRM and Intercom Integration: Sync Conversations, Leads, and Support Context
On this page When your sales team works in Zoho CRM and your support team runs conversations through Intercom, customer…
18 min
Freshdesk to Zoho Desk Migration: Move Your Support Tickets Without Downtime
Moving from Freshdesk to Zoho Desk? This step-by-step guide covers data export, ticket migration, SLA setup, and post-migration checks to…
14 min
Zoho CRM and DocuSign Integration: Automate Contract Signing from Deal Records
Connect DocuSign to Zoho CRM to automate contract signing from deal records, with field mapping, stage-triggered envelopes, and webhook status…
14 min
HubSpot to Zoho CRM Migration: How to Switch Without Losing Contacts or History
Move from HubSpot to Zoho CRM without losing contacts, deals, or history. Step-by-step migration guide covering export, field mapping, and…
7 min
Zoho CRM and Zoom Integration: Log Calls, Sync Meetings, and Automate Follow-Ups
On this page Sales teams run most of their discovery calls, demos, and follow-up Zoho Meeting for business teamss on…
9 min
NetSuite and Salesforce Integration: Sync ERP and CRM Data Bidirectionally
On this page NetSuite ERP implementation guide runs your financials, inventory, and order management. Salesforce runs your sales pipeline and…
12 min
Salesforce to Zoho CRM Migration: Step-by-Step Guide
Move from Salesforce to Zoho CRM without losing data. Step-by-step guide covering data export, field mapping, import, and post-migration validation.
10 min
How to Connect Zoho CRM to Zapier for Multi-App Automation
On this page Zoho CRM handles your leads, contacts, and deals. Zapier connects it to the other 6,000-plus apps your…
15 min
Zoho CRM and Twilio Integration: Automated SMS Campaigns and Call Logging
Set up Zoho CRM and Twilio integration with Deluge custom functions for triggered SMS, call logging, drip sequences, and opt-out…
Zoho
14 min
Zoho CRM and Microsoft Teams Integration: Meeting Links, Chat Notifications, and Deal Collaboration
On this page Sales teams that split their day between Zoho CRM and Microsoft Teams face a recurring problem: deal…