Zoho CRM integration

listed in Analytics · Automation · Communication

Understand and engage with your customers better than ever with the Zoho CRM integration for Digital Assistant. Use our drag-and-drop Adaptive Cards designer tool to create Cards, and display useful information such as lists of new leads, outstanding tasks or upcoming events.

Pin your Cards to your Board to create an at-a-glance dashboard of your sales pipeline, or subscribe to them for instant notifications. With the Zoho CRM integration, updates from Zoho reach you quicker compared to relying on email notifications reaching your inbox.

Getting instant updates helps Sales staff to nurture their prospects, and easy-to-scan lists on users' Boards helps helps managers to more easily monitor the current state of their CRM.

Sample Zoho CRM Card built with the Adaptive Cards designer, showing a list of recently created Contacts. Quick action buttons make it easy to take action in Zoho CRM directly from your Assistant.

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