You're reading from Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

Product type Paperback

Published in Aug 2021

Publisher Packt

ISBN-13 9781800564664

Length 352 pages

Edition 1st Edition

Tools

Zoho CRM

Concepts

CRM

Author (1):

Dominic Harrington

View More author details

Table of Contents (22) Chapters

Preface

1. Section 1: Laying the Foundation

2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER

3. Chapter 2: Leads – Getting It Right the First Time

4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth

5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM

6. Section 2: Take Your CRM to the Next Level

7. Chapter 5: Working with Other System and Custom Modules

8. Chapter 6: Game-Changing Workflows and Automations

9. Chapter 7: Essential Systems Administration

10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations

11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM

12. Chapter 9: Zoho Campaigns

13. Chapter 10: Zoho Forms

14. Chapter 11: Zoho Survey

15. Chapter 12: SalesIQ

16. Chapter 13: Zoho Analytics

17. Chapter 14: Zoho Creator

18. Section 4: Measure, Learn, Evolve

19. Chapter 15: Building Actionable Reports and Dashboards (CRM)

20. Chapter 16: Best Practices to Adopt and Evolve Your CRM

21. Other Books You May Enjoy

Integrating SalesIQ with your CRM

Integrating SalesIQ with CRM will bring all this website visitor data into one place. It will allow you to better understand your buyer's journey and interact with them using live chat, or send relevant emails based on their recent activity.

We can achieve this integration by executing the following steps:

Navigate to salesiq.zoho.com and then sign in.
Click on the settings icon (the cog) in the top-right corner.
Then, select the Integrations | Zoho CRM options.
Select the Connect with your Zoho CRM account option.
After that, click on Enable Integration and select the matching CRM account that is shown on the screen.
Click on the arrow pointing left next to the settings (taking you back to the previous screen).
Click on the CRM Configurations option.
On the next screen, you will see some options for how data will be pushed to CRM. Mostly, you won't know your preferences until you have used this tool...