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

Now that you have designed and configured the necessary modules of your CRM, the opportunities to further extend the reach and value of your CRM do not and should not end there. We have countless opportunities to enrich the data, extend the functionality or automate other business processes by integrating with other systems.

In this chapter, we will explore the main ways to achieve this while opening our eyes to what is available. We will learn where and how to access yet more ways to enhance your experience of Zoho and how to increase the benefits it can deliver for our business.

You will learn about the Zoho Marketplace and the multitude of extensions that are available, along with some hand-picked favorites. You will gain insights into the ability to create your own custom functions, with some examples to get you started. Finally, in this chapter, we will discuss other types of third...