The Boss Insights Customer Portal Connector lets you automatically invite your leads and accounts in Zoho CRM to a portal to collect financial information through forms and via integrations with hundreds of commonly used business applications. Once invited, data will stay in sync between the platforms, so when information is updated in Boss Insights, it updates automatically in Zoho CRM and vice versa.
Key Features:
Automated invitation sending from Boss Insight to customers.
Portal access to collect financial information from forms and hundreds of integrations with commonly used business applications within Zoho CRM.
Two-way sync between Boss Insights and Zoho CRM.
Configurable forms to select which fields are synced.
Boss Insights is a provider of a single API for financial institutions to build digital experiences to access holistic financial data of small to medium size business customers (SMBs).
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I would recommend you to try Boss Insights Customer Portal Connector for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
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