DecisionVault for Zoho CRM

The Intake Portal for your Law Firm

Built for: CRM Developed by: DecisionVault

DecisionVault is an intake portal that works along side Zoho CRM to help clients complete paperwork and upload documents for review. With DecisionVault's questionnaire, you can easily capture contact information, financial details, and other relevant data. The integration allows you to automatically sync DecisionVault data into to corresponding deals in Zoho CRM.

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    Deployment type API-built integrations
    Published date Jul 4, 2022
    Version 1.0
    Category Business
    Pricing Free
    Vendor Website

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