Working in marketing, sales, and business development means you have a multitude of apps and software that you use on a daily basis. From email to social media, CRM to accounting, you utilize many different programs to perform activities each and every day. So, when it comes to your CRM in particular, it’s important to integrate with the programs for not only overall ease of use, but to give you more insights into your clients and prospects than ever before. That’s why we love Zoho integrations.
Zoho integrates with dozens of programs – that’s why we’re sharing our top four most favorite integrations with Zoho that we are sure you’ll love for your business.
Here are 3 Zoho integrations that we can’t get enough of.
1. Quickbooks Desktop
Did you know that Quickbooks can integrate with Zoho CRM? Well, now you do. It is one of our favorite Zoho integrations!
This integration can create and update customers, all of your sales orders invoices, and products. This integration allows you to sync data with the Zoho CRM, so you can have complete visibility of your customer updates through Zoho.
For example, if you are hopping on the phone with a client and they’re asking about the latest sales order that was processed, instead of flipping through the QuickBooks program itself, you can stay within their Zoho account profile and answer any and all questions they have. Need help with deployment of our integration? No problem! Our ZBrains team can help you with both your Quickbooks Desktop or Quickbooks Online integrations!
2. Google Drive
When saving files, whether it is marketing collateral or signed contracts, you need a safe and secure place to store them. Many companies use storage solutions like Google Drive or DropBox, but such solutions often go out into the abyss and aren’t used or updated regularly.
With the Zoho CRM Google Drive integration, you can keep all collateral and files in one secure place, keeping the attachments you need within each prospect file. Google Drive integrates within Zoho CRM, creating a folder or series of folders that link to your CRM records of choice.
There are a plethora of Zoho integrations that will work for your business – and we’re so thrilled. With over 30 different programs that will integrate with Zoho CRM, this is truly just the tip of the iceberg. To learn more, or to uncover if your favorite program will integrate with Zoho, schedule time with one of our Zoho Certified Consultants.
