Easily distribute CRM records via Chat, seamlessly access real-time CRM data, and receive automated notifications within Chat
Listing updated:7 martie 2024
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Prezentare generală
This app works with: Google Chat™

Overview
Zoho CRM's integration with Google Chat™ makes it the best companion for salespeople and customer-facing teams that rely heavily on Google Chat™ for collaboration. From sharing records to getting real-time notifications on customer responses or deviations in your sales trends, let Zoho CRM for Chat help you close deals where you collaborate—with ease.

Collaborate effortlessly to close deals
You may be following up on an important lead and need some collateral from your marketing team, or maybe you need your manager to sign off on a discount for a big deal. You can easily share records from Zoho CRM to individual users or dedicated spaces in Google Chat™ so the right people can take the conversation forward.

Stay on top of all your key metrics
Instantly send important Zoho CRM metrics via Google Chat™ to your organization's key stakeholders in Google Chat™, or set up a scheduler that sends regular updates to users or spaces of your choice automatically.



Get notified in real time
Real-time notifications sent directly from Zoho CRM to users or spaces of your choice in Google Chat™ ensure that your business is always on top of customer needs. Get notifications for customer interactions, updates made through workflows, the progress of customer journeys, and deviations in your sales trends. Stay updated on important events across your business as they happen.

Get easy access to CRM data
If you're working in Google Chat™ and need to access and share information from Zoho CRM quickly, you can use slash commands to pull up relevant CRM data in Google Chat™ and share information with specific users and spaces easily.

Experience the power of collaboration and build lasting customer relationships using Zoho CRM for Chat.
Additional information
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Zoho CRM for Chat will ask for the permissions shown below. Learn more
Zoho CRM for Chat will need access to your Google account
This will allow Zoho CRM for Chat to :
să vadă și să descarce directorul G Suite al organizației.
să se adauge și să se excludă din conversațiile și spațiile din Google Chat
să vadă membrii din conversațiile din Google Chat
să scrie și să trimită mesaje în Google Chat
să creeze conversații și spații noi în Google Chat
să vadă chatul și spațiile din Google Chat
să vadă adresa de e-mail principală din Contul Google
să vadă informațiile tale cu caracter personal, inclusiv pe cele pe care le-ai făcut disponibile public
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Slash Commands for Chat
To ask Zoho CRM for Chat to do something, type one of these commands into the compose field or select from the integration menu in Chat.

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