INCOX - Zoho CRM Integration

Zoho CRM Integraion

Zoho CRM is a Customer Relationship Management Software from Zoho Corporation. It helps to streamline a organization sales and marketing process.  Using INCOX Platform, a user can execute pre-configured actions  after authorizing the application at the click of a button for 'incoxBot' in Slack, Zoho Cliq or Skype Messenger.

How is this Integration Helpful:

By executing an action in Zoho CRM, the incoxBot provides suggestions for related actions either in the same App or to a different app for a meaningful related action. Since the applications are connected in the back-end, users can seamlessly run integration tasks between applications without any hassles. Refer the below diagram for the pre-configured integration tasks

All Use-Cases (pre-configured actions) configured for Zoho CRM in INCOX Platform

    • View Top 10 Deals ‘Won’  by Amount
    • View Recent 10 Deals ‘Won’
    • View Top 10 deals ‘Won’ by a Salesperson
    • View Recent 10 Deals ‘Won’  by a Salesperson
    • View Top 10 Deals ‘Lost’  by Amount
    • View Recent 10 Deals ‘Lost’
    • View Deals Count by Account/Contact Name
    • Create/Update/Convert Leads
    • Create/Update Deals
    • View Leads by Account/Contact Name
    • View 10 Recently Converted Leads
    • View Top 10 Accounts by Value
    • View Account Details by Name
    • View Recent 10 Accounts
    • View Recent 10 Contacts
    • View Contact Details by Name