Register Menu Integration
with Zoho CRM

Easily attach digital assets from your
library to specific leads in Zoho CRM

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Why do you need integration
with Zoho CRM?
Easily connect with your Zoho CRM

Why do you need integration
with Zoho CRM?

Zoho Customer Relationship Management (CRM) platform is one of the most popular business applications which allows you to manage sales/leads, marketing, contacts, customer support, and other business functions. integration with Zoho CRM allows you to have all assets centralized for each customer, easily access them anytime within the CRM and search across assets belonging to each specific lead.

You can:

  • Attach digital assets to the specific contacts and leads within Zoho CRM
  • Keep the contact and lead information always updated
  • Synchronize contacts and leads information between and Zoho CRM
  • Avoid switching between applications for getting user information
How to integrate with Zoho CRM? plugin for Zoho CRM

How to integrate with Zoho CRM?

The easiest way to connect with Zoho CRM is to install our free plug-in from Zoho Marketplace. After a couple of clicks, you’ll find among the available extensions, and you can start using it!

That’s it! Now you can easily attach assets to your Zoho leads you’re working with.

You can do this in two ways: add an asset as an attachment or add an asset as notes.

  • When you add your asset as attachments it’s possible to open files in Zoho CRM, see them in the preview mode and download them right from there.
  • When you add files as notes you get the link to the account where these files are located. In order to open the link in notes, you have to log-in to your account.

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