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How do you integrate Zoho Forms with Zoho CRM?
It is possible to integrate Zoho CRM with Zoho Forms in the following CRM editions: Enterprise Ultimate You can use Zoho Forms to build online forms or applications to collect data from your website visitors. When you integrate Zoho Form with CRM, ...
FAQs on Reports
1. What are reports in Zoho CRM? As an organization, the more you grow, the more complex your data becomes. This data holds powerful information about your customers, employees, profit, sales, opportunities, and other aspects of your business. It is ...
Is it possible to book appointments in Zoho CRM using Zoho Bookings?
Yes, you can . You need Zoho Bookings , which can be integrated to your CRM account from the marketplace. Let's see how Zoho Bookings can be used in order to book appointments. A use Case : There is a tour and travels company called Go India ...
Can I rename the default fields available in Zoho CRM?
No. The default fields (system defined fields) cannot be renamed in Zoho CRM. However, you can hide the unwanted fields and create custom fields as per your requirements. Related Links Can I remove certain fields that I do not require? How can I add ...
How can the data controller classify fields in Zoho CRM?
The data controller has the option to mark the user's fields as personal and sensitive in Zoho CRM. The controller can also decide to restrict these fields from activities like exports, APIs, and other connected services of Zoho CRM (Books, Finance, ...