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.
Key Features:
Capture necessary data by having clients fill in the DecisionVault questionnaire
Link DecisionVault to the appropriate deal in Zoho CRM for easy data syncing
Quickly jump from the Zoho CRM deal to the right matter in DecisionVault and vice versa with the supplied hyperlinks
We're encouraging users of both DecisionVault and Zoho CRM to reach out and provide feedback on this first version of the integration. We'd like to see how we might extend it to syncing additional contacts, as well as possibly triggering workflows and other automation.
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Hello,
I would recommend you to try DecisionVault 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.
Sincerely, null
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