Zoho Integration CRM and Zoom

La integration between Zoho CRM and Zoom It allows companies to optimize and simplify their communication and customer relationship management processes. This integration is designed to improve the productivity of sales, support, and marketing teams by combining contact management and video conferencing on a single platform.

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Zoho CRM +Zoom

meeting scheduling: With the integration, Zoho users CRM can schedule Zoom meetings directly from the CRM. This eliminates the need to switch between applications and reduces the chance of errors when entering details manually.
Automatic event synchronization: Events scheduled in Zoho CRM They automatically sync with Zoom, and vice versa. This ensures that both participants and organizers are aware of meetings without the need for duplicate data entry.
Access to meeting recordings: After a Zoom meeting has ended, the recording of the meeting can be accessed directly from Zoho CRM. This makes it easy to track and reference discussions held during the meeting.
Contact management: Zoho Contacts CRM They can be used to invite participants to Zoom meetings. Additionally, any new contacts generated from Zoom meetings can be automatically added to Zoho. CRM, keeping the database updated.
Analysis and monitoring: You can generate reports and perform a Track meetings held via Zoom within Zoho CRM. This includes metrics on meeting frequency, number of attendees, and meeting time, allowing sales and marketing teams to measure the effectiveness of their interactions with customers.
Notifications and reminders: The integration allows automatic notifications and reminders to be sent to participants before meetings, ensuring a high attendance rate.
Automated workflows: The integration allows the creation of automated workflows that, for example, could automatically send a follow-up email after a meeting, update the status of a deal, or create tasks in the CRM based on the results of the meetings.

they think About us

      
   Millennials Consulting | Zoho Premium Partner
   133 Google reviews 
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   Carla Inagaki 
 18. September, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. We have started with the consulting and process reengineering phase and We are delighted with the team, especially with Sheila and Fernanda. Very good, very executive, very proactive and agile. Now we hope that the implementation is as "smoothy" and effective as the first phase... and that this beginning of the relationship is that of a beautiful story of partnership!!!
  
 
       
   Nat Aldea 
 10. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. Damian is an excellent consultant, very professional, he has done a super precise job with a series of problems that we had in Zoho CRM and Campaigns. In record time, too! I would especially like to highlight his versatility in his knowledge of Zoho tools and the Deluge code. Thanks, Damian.
  
 
       
   Felix Arroyo 
 9. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. Fernanda has shown an excellent attitude and a very good disposition to adapt to our needs and solve our current doubts and problems, proposing an implementation with an orderly and efficient planning.
  
 
       
   Marta Reshaidat Gianonatti 
 9. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. It was a pleasure working with Fernanda. She has guided us, advised us and recommended the best steps to plan our CRM with ZoHo. Always available and cooperative with all questions and requests.
  
 
       
   Mercedes Higueras Gomez 
 6. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. Great professionals, very attentive and they have advised us perfectly, covering a need that we had. Thank you very much!!
  
 
       
   Leo 
 5. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. Very good experience. They helped me and were available to solve any questions or problems 24/7. A pleasure to work with them.
  
 
       
   NURIA FOREMAN 
 2. August, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. They are super professional and we are delighted with the services provided. 100% recommendable. Excellent work.
  
 
       
   Claudia Ferrer 
 23. July, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. We have worked with them for our website with the kit digital and we are very happy. Thank you for everything!
  
 
       
   J Guerrero 
 4. July, 2024.
 
 
 Trustindex verifies that the original source of the review is Google. I had a great experience working with Millennials for Zoho implementation CRM in my business. From the first contact, the team demonstrated a deep knowledge of the system and a great willingness to adapt the tool to our specific needs. The planning phase was thorough and well-structured, facilitating a smooth and seamless implementation. I particularly appreciated his personalized approach and ability to resolve issues quickly and effectively. Post-implementation support has also been exceptional. They are always available to answer questions and provide additional assistance when needed. Thanks to Millennials, we now have a system CRM robust and efficient that has significantly improved our customer management and internal processes. I highly recommend Millenials for any business looking for a professional and hassle-free Zoho implementation. CRM.

Zoom + Zoho CRM: Get the most out of your potential

Productivity improvement: By having communication and relationship management tools in one place, teams can save time and avoid duplication of efforts.
Increased visibility: With the integration, all data related to meetings and customer interactions is centralized in Zoho CRM, providing a more complete view of customer relationships.
Optimization of processes: Automating routine tasks related to meetings and contact management frees up time for teams to focus on more strategic activities.