Zoho CRM Integration 

Zoho CRM is a cloud-based customer relationship management (CRM) software that lets businesses manage customer relationships from a single platform. By simplifying operations such as tracking sales processes, lead management and creating deals and tasks, it allows businesses to run their sales and marketing activities from a single center. With the Zoho CRM – Netsipp integration, a communication dimension is added to these processes; users can combine the customer processes they run in the CRM with the communication infrastructure Netsipp offers, and manage calls, tasks and customer records quickly and in an integrated way. 

What Can You Do with This Integration? 

With the Netsipp – Zoho CRM integration you can perform the following: 

• Create Deal: You can easily add new deals to the system.
• Create Task: You can create tasks according to the scenarios you define. 
• Create Contact: You can create new customer records automatically without manual entry.
• Identify Customer: You can recognize the customer automatically and reach the related record.
• Create Lead: You can save new lead details automatically. 

Zoho CRM – Netsipp Integration Setup Steps 

1. Purchase the Zoho CRM Integration 

• Log in to the Netsipp portal. Click the Marketplace option in the left menu.
• On the screen that opens you can view the integrations and add-on modules available in the marketplace. Type Zoho CRM in the search bar and select the Zoho CRM integration.
• On the Zoho CRM integration screen you can select the subscription period as monthly or yearly according to your needs. After your selection, click the Add to Cart button. Complete the payment.
• Once the payment is complete, the Integration Settings section will open. From this section you can carry out the setup and configuration of the Zoho CRM integration. 

2. Connect the Zoho CRM Account 

• On the screen, follow the Integration Settings > Authentication Settings steps.
• Click the Connect with Zoho button. 

• In the window that opens, enter the username and password of your Zoho CRM account and log in.
• Approve the access permissions.
• Once the authorization is complete, your Zoho CRM account will be connected to Netsipp automatically. 

3. Add the Integration Features 

• After connecting your Zoho CRM account, follow the Integration Settings > Features steps.
• On the screen that opens you can view the features you can add to the integration.
• Click the Add button next to the feature you want to use. For example; to create a task in Zoho CRM, click the Add button next to the Create Task feature. 

• Fill in the required information on the settings screen of the feature you want to add. After completing the information, click the Save button. 

The feature you define will become available according to the scenarios you set. 

Conclusion 

With the Netsipp – Zoho CRM integration you can transfer your CRM processes such as contacts, leads, tasks and deals to Zoho CRM over Netsipp with the scenarios you define. After completing the integration settings, you can add the features you need and manage your Zoho CRM processes together with Netsipp.