How do I push the data to Zoho CRM?
Once the business card is scanned and the details extracted from it; you will have the options to save the record either as a Zoho CRM Contact or a Zoho CRM Lead.
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Which edition will the new CRM account be subscribed to?
Zoho CRM allows users to access multiple organizational (CRM) accounts using the same email address. This is especially useful for organizations who maintain different CRM accounts to manage their business, such as a franchisee or a subsidiary. The ...
Can I move deals to a particular pipeline and assign a stage during data migration or import?
Migrating from another CRM: When you migrate from another CRM, the Pipeline field will be available during field mapping. The deals will be assigned to the layout's pipeline based on this field. If the deals that are to be migrated do not have a ...
Can I sync data between multiple CRM accounts?
No, the multi-org functionality does not allow any kind of data sync between the orgs. The sole purpose of creating multiple accounts is to provide users with ease of access. You can however, import/export data or use functions to transfer data ...
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, ...
Can I select an org if I install an extension from CRM Marketplace?
Yes, if you are part of more than one organization then while installing an extension from the CRM Marketplace you can select the org account to which the integration should be installed. Find below the behavior of multiple org accounts and ...