Validate lead phone numbers in Zoho CRM

With Zoho CRM, you can automatically verify lead phone numbers via a custom checkbox field and a workflow with a Deluge script that validates phone number when leads are created or edited. This setup updates the checkbox to confirm whether the phone number meets your criteria, which helps keep your lead data clean and accurate.

Update contacts with their deal counts

Zoho CRM enables you to track the number of deals associated with each contact by creating a custom number field in the Contacts module and using a workflow rule with a Deluge function. This function counts the deals linked to a contact within the last 12 months and updates the custom field accordingly, providing insights into customer engagement and aiding in targeted outreach.

Unqualify all leads from the same company and location

Zoho CRM enables you to unqualify all leads from the same company and location by creating a workflow rule that triggers when a lead's status is updated to "Not Qualified." This workflow executes a custom Deluge function that searches for other leads with the same company, state, and city, and updates their status accordingly. This approach helps maintain a clean and relevant lead database by efficiently managing multiple leads from the same source.

Calculate the number of touches in a lead record

With Zoho CRM, you can track the number of interactions (or "touches") with a lead by creating a custom number field and using a workflow rule with a Deluge function. This function counts related records such as emails, calls, and tasks, and updates the custom field accordingly. This setup helps in assessing engagement levels and optimizing follow-up strategies.

Xero Sync

Simplify accounting with a one-way sync from Zoho CRM to Xero. Automatically transfer invoices, contacts, and products in real time to ensure accurate and up-to-date financial data and operations.

Send SMS by Alot

Enhance your marketing with the Send SMS extension for Zoho CRM. Send SMS campaigns, drive high engagement and open rates, generate quick responses, and connect with your target audience.

Ucraft eCommerce Builder

Connect your Ucraft Next website or store with Zoho CRM to streamline lead capture, automate workflows, and deliver personalized customer experiences for improved engagement and sales.

Dropbox extension

Integrate Dropbox with Zoho CRM to access, upload, and sync files across modules. Link documents to records, streamline sharing, and ensure organized, up-to-date content in your CRM.

Tadiran Aeonix

Aeonix brings unified communications to Zoho CRM by enabling seamless call control without leaving your screen—which minimizes distractions and maximizes productivity.

Enhance Zoho products, boost collaboration, and improve ROI, including the top five Zoho CRM integrations this month.

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Bonjour Residences

I appreciate the ability to customize the display and create tailored layouts for each department.

Jean-François Chaput

Lead developer, Bonjour
Résidence

Simplify 9

Zoho CRM for Everyone is incredibly user-friendly and customizable. Its intuitive interface makes it easy to navigate. The reporting tools were also a standout, providing clear insights that helped us make informed decisions.

Samer Zughul

Managing Partner, Simplify9