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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

By : Harrington
5 (10)
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Building Expert Business Solutions with Zoho CRM

Building Expert Business Solutions with Zoho CRM

5 (10)
By: Harrington

Overview of this book

Zoho CRM is one of the most user-friendly, configurable, and competitively priced CRM systems for managing all your customer relationships. When tailored effectively to your business, it empowers your team to work smarter and helps your business to achieve more profitable and scalable growth. This book will show you how to make the most of Zoho CRM to increase productivity. You’ll start by learning about the foundation modules of Zoho CRM such as Leads, Deals, Contacts, and Accounts, and understand their functionalities that enable you to build effective solutions. Then, you’ll explore innovative workflows that will help you to save time and make sure that your sales teams are proactively managing opportunities and clients. The book also focuses on Zoho Marketplace, as well as how to extend the functionality of Zoho CRM using custom functions. You’ll cover real-world use cases that will inspire you to extend your Zoho adoption by integrating Zoho CRM with other Zoho apps such as Zoho Campaigns, Zoho Forms, Zoho Survey, and SalesIQ. Finally, you’ll discover best practices for adapting and evolving your CRM solutions and maintaining your CRM to achieve continuous improvement. By the end of this CRM book, you’ll have set up a CRM solution that will be fit for the next 10 years of business growth.
Table of Contents (22 chapters)
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1
Section 1: Laying the Foundation
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Section 2: Take Your CRM to the Next Level
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Chapter 7: Essential Systems Administration
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Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
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Section 4: Measure, Learn, Evolve
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Other Books You May Enjoy
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Pushing data to Zoho CRM

One of the main benefits of using Zoho Creator is the ease with which we can push a submitted web form to Zoho CRM.

While there is native integration with Zoho CRM that allows us to push data into any module using a simple mapping function, unfortunately, it does not support custom fields (at the time of writing). Until such time that this becomes available, you may use a function with a script as provided. Here's how you push the data to Zoho CRM:

  1. From within the app, click on the Workflow tab on the menu at the top of the screen:

    Figure 14.12 – Click Workflow to enter the Workflow menu

  2. Click on the Create Workflow button in the center of the screen.
  3. Now complete the form that appears subsequently, as illustrated in the following screenshot. Next, click on the Create Workflow button:

    Figure 14.13 – Selecting the triggers for the workflow

  4. Click on the Add New Action button on the next screen that appears.
  5. Click on...

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