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Zoho CRM

30 articles in this topic

Zoho CRM and Stripe Integration: Sync Payments, Invoices, and Customer Records

Zoho CRM and Stripe Integration: Sync Payments, Invoices, and Customer Records

Learn how to integrate Zoho CRM with Stripe to sync payments, automate invoice creation, update deal stages on payment events, and handle failed payment alerts using webhooks and Deluge custom…

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Zoho CRM and Calendly Integration: Auto-Create Contacts and Schedule Follow-Ups

Zoho CRM and Calendly Integration: Auto-Create Contacts and Schedule Follow-Ups

Learn how to integrate Zoho CRM with Calendly to auto-create contacts, map custom fields, sync meeting notes, and trigger follow-up…

How to Integrate Zoho CRM with Slack: Real-Time Deal Alerts and Pipeline Notifications

How to Integrate Zoho CRM with Slack: Real-Time Deal Alerts and Pipeline Notifications

Step-by-step guide to integrating Zoho CRM with Slack for real-time deal alerts, pipeline notifications, and custom webhook automation using Deluge.

How to Migrate from Excel to Zoho CRM

How to Migrate from Excel to Zoho CRM

Step-by-step guide to migrating from Excel spreadsheets to Zoho CRM for Indian sales teams. Covers data cleanup, field mapping, import,…

Zoho for Trading Companies in India: CRM, Inventory and Billing

Zoho for Trading Companies in India: CRM, Inventory and Billing

Zoho for Indian trading companies: CRM for dealer management, Inventory for multi-warehouse stock, and Books for GST invoicing and e-way…

Zoho for IT Startups India: CRM, Desk, and Projects in One Stack

Zoho for IT Startups India: CRM, Desk, and Projects in One Stack

Zoho One for Indian IT startups: CRM for sales pipeline, Desk for support, Projects for agile sprints, and Cliq for…

Zoho for Pharma Companies in India: Compliance and Sales

Zoho for Pharma Companies in India: Compliance and Sales

Zoho CRM for Indian pharma: MR field force management, sample tracking, batch inventory, CDSCO compliance, and territory-wise sales analytics.

How to Integrate Zoho CRM with WhatsApp for Indian Sales Teams

How to Integrate Zoho CRM with WhatsApp for Indian Sales Teams

Integrate Zoho CRM with WhatsApp Business API: send templates, receive leads, track conversations, and compare WhatsApp vs email for Indian…

Zoho CRM Sales Forecasting: Setup and Best Practices

Zoho CRM Sales Forecasting: Setup and Best Practices

How to set up sales forecasting in Zoho CRM for Indian teams on an April-March FY. Covers targets, pipeline vs…

Zoho CRM Territory Management for Multi-Region Sales Teams

Zoho CRM Territory Management for Multi-Region Sales Teams

Set up territory management in Zoho CRM for multi-region Indian sales teams. Covers territory hierarchy, assignment rules, forecasts, and data…