Zoho CRM
Import Accounts, Contacts and Deals from Zoho CRM exports.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.
What it does
Import from Zoho CRM and this is what changes
Upload the exports; Zoho's labels are mapped and record ids are kept for de-duplication
Preview before anything changes, and undo in one click
Part of
CRM
See next quarter's recurring revenue and hand won clients to delivery without double entry.
Related
More in crm and crm
Questions
What does the Zoho CRM integration do?
Import Accounts, Contacts and Deals from Zoho CRM exports.
Will I lose history when I move from Zoho CRM?
No. The import brings your records across with their dates and notes. You see exactly what will come across before anything changes, and you can undo the whole import in one click.
Who can set up Zoho CRM?
A workspace admin. It takes a few minutes.
Agency operating software
Bring your Zoho CRM history with you.
One system for the whole agency, with the right information in front of your team when they need it. Free for 14 days.
We are onboarding agencies in small groups. Tell us about yours and we will be in touch.