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How to get company databases in CRM

Zoho CRM

Bernardino Garcia Gil

Learn about the integration between Zoho CRM and uProc.

For obtain databases of companies in CRM we must do the integration between Zoho tool CRM and uProc.

This integration can be connected to CRM and it will allow us to obtain the information of a company with just one click. It integrates very quickly and easily and thanks to them we can obtain tax data, billing, employees, how much you invoice and if you are in the red and/or have debts.

Steps to follow to obtain databases of companies in CRM

We take the value of a given field in Zoho CRM such as the company name.

We call an api from the uProc service.

If the called service is for obtaining related data (eg Get data sales by Company Name), it tells me if it has associated data, and if so, it delivers it.

With the information obtained, we validate a field or insert the information added in other fields. Below you have an example of the field sets that are being obtained for GCT based on the CIF, the name of the Company or the IBAN.

How to achieve integration between Zoho CRM and uProc?

When it comes to power obtain databases of companies in CRM you need to get integration between Zoho CRM and uProc. So you don't have to worry about anything, en Millennials Consulting we are Zoho experts and we do this integración by Zoho CRM with uProc quickly so you can start to get the most out of these two applications. We take the data from Zoho, the query in uProc and the update in Zoho through Integromat scenarios.

Do not hesitate to contact us to start enjoying everything that we have explained to you or to resolve any type of doubt that you may have.

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