KG CRM Solutions

Microsoft Teams With Zoho CRM Integrations

Microsoft Teams With Zoho CRM Integrations

KG CRM SOLUTIONS lets you provide info between Microsoft Teams and Zoho CRM Integrations without coding. With 5000 + supported applications, the possibilities are endless.

Add the Zoho CRM app to Microsoft Teams.

You must add the Zoho CRM Application to your Microsoft Teams and enable information for Zoho CRM to sync your CRM to Teams.
To add the Zoho CRM app, follow these steps:
  1. Sign into your Microsoft Teams account.
  2. Go to the Store.
  3. Search for Zoho CRM.
  4. Choose the appropriate team from the drop-down list in Add to a Team.
  5. Click Install.

Microsoft Integration with Zoho CRM

6. Select the channel from the drop-down list.

Integration of Microsoft

Add Tabs

Your Microsoft Team members can view the CRM dashboards from the Tabs in their Teams account.

  1. Click the + icon.

add-tabs

2. Select Zoho CRM

choosing-zoho-crm

3. Click login to Zoho CRM

log-in-crm-account

4. Select the dashboard to pin to the tabs from the drop-down list.

5. click save

Must Read: Best CRM Software Solutions To Unlock Your Business Growth

Manage Extensions

Message extensions allow you to include records from Zoho CRM as cards in a conversation with your teammates.

To set up message extensions:

  1. Select the channel in any team that has installed the Zoho CRM app.
  2. Tap on the Conversations tab.
  3. Click More > Zoho CRM.

4. Sign into your Zoho CRM account, if prompted.

5. Leads, Contacts, Accounts, and Deals modules will be displayed.

select-crm-

Microsoft Teams With Zoho CRM Integrations

6. Select the record and start your conversation.

Microsoft Teams With Zoho CRM Integrations

Revoke Zoho CRM Message Extension

You can no longer include records as cards in your CRM account once the message extension is revoked.

To revoke the message extension:

  1. Click More > Zoho CRM > More > Settings in the Conversations tab.

Microsoft Teams With Zoho CRM Integrations

2. Click revoke

Microsoft Teams With Zoho CRM Integrations

Let’s Integrate Your Zoho CRM Software with Zoho Experts in India

KG CRM SOLUTIONS, the best Zoho Experts in India gives you the best integration services for your Zoho CRM. We are Zoho Authorised Partners in India and promise that we embark on a journey to explore the best Zoho Software Solutions. We bring undeniable benefits that await your business. Buckle up; you’re about to discover a game-changing integration that will redefine your business landscape.

Also Read: Keap vs Zoho CRM

Unveiling the Power of Zoho CRM Integration

At the heart of this transformation lies the integration of your Zoho CRM software. This is not just a mere connection; it’s a strategic alignment of your customer relationship management with the industry-leading expertise provided by KG CRM SOLUTIONS, the best Zoho Partner in India. Here’s a glimpse of the remarkable features that await you:

  1. Seamless Data Flow: Imagine a world where your customer data, leads, and communication history effortlessly flow between your Zoho CRM and other essential tools. Integration ensures that your entire ecosystem operates as one cohesive unit.
  2. Automated Workflows: Bid adieu to manual data entry and repetitive tasks. With Zoho CRM integration, you can create customized automated workflows that save time and reduce the risk of errors.
  3. Enhanced Analytics: Harness the power of data with advanced analytics. Integration allows you to consolidate data from various sources, providing you with comprehensive insights to make informed decisions.
  4. Real-time Updates: Stay in the loop with real-time updates. Whether it’s a lead status change or a new contact added, you’ll have instant access to the latest information, ensuring you’re always one step ahead.