Exchange Rate Feeds for Zoho CRM

Currency exchange feeds for Zoho CRM

Built for: CRM Developed by: EasyToCheck Software Solutions
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Keeping track of the latest currency exchange rate fluctuations can be a mundane and exaggerating task. To solve this, we've come up with an extension that auto-updates the currencies in your Zoho CRM with the latest currency exchange rates.

Updates to the base currency compared with other currency that you've set in Zoho CRM executes on daily basis. You can also apply threshold add/subtract values for the currencies converted. This feature becomes pivotal to those who want to "add on" or "reduce" charges on the top of the actual currency value converted.

Key Features:

  • All currencies are updated for the base currency exchange rate on a daily basis.
  • Create new currencies that you want to be automatically updated with the latest exchange rates. Remember that the currency needs to be active for it to be updated.
  • On request, updates can be done twice daily.
  • Add or subtract the threshold value to the base exchange rate feeds as needed.

Tags

Deployment type Zoho platform
Published date Jun 14, 2023
Version 1.0
Latest Released date Aug 1, 2023
Category Productivity
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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