The Lead to Vendor widget for Zoho CRM is an extension developed by SaasPlugin that allows Zoho CRM users to create a vendor and contact from a lead with a single click from a particular lead's profile page. Its custom field mapping feature includes Activities, Notes, and Attachments. These will be mapped according to either Vendors or Contacts module, depending on which one you select.
Key Features:
Converts a single lead into a corresponding entry in the Contacts and Vendors module. After converting a particular lead, that lead will be automatically removed from the Leads Module.
Facilitates mapping data into the Contacts and Vendors module from the Leads module based on the data types in the Leads module fields.
Activities, Notes, and Attachments will transfer to either the Contacts or Vendors module based on your selection.
Map a lead to a new or existing contact or vendor.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
Unit 3, 62 Owen Street, Glendenning NSW – 2761, Australia
SaasPlugin is a rapidly growing CRM plugin development firm to serve the Zoho Marketplace with its varying and robust Zoho extensions. We are incredibly proud to have worked on 500+ Zoho deployments and several custom integrations serving small to medium enterprises, as well as government clients. Our innovative solutions and expertise have reached out to clients from all over the world - Australia, New Zealand, Singapore, Russia, and the USA. We stand out as a partner due to our exceptional quality of work, our proven track record of rolling out the most complex solutions, and our ability to build bespoke integrations between Zoho and other platforms.
You need to be signed in to report inappropriate content. Alternatively, you could drop us a message at abuse@zohomarketplace.com explaining the situation.
Now, share this app privately just by sending them an email
To
Hello,
I would recommend you to try Lead 2 Vendor (Advanced). 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
You will be able to share this app only after it is published.
You will be able to report issues regarding this app only after it gets published.
You will be able to request for demo regarding this app only after it gets published.
Would you please take a moment to leave us a review of your experience?
Note: Your review, along with your details (name and profile photo), will be visible to all users. The vendor will be notified (upon approval after the moderation process). They may contact you for further information to enhance their application. The review will be visible in all data centers where the extension is available.
Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
Portal Name :
Please login to submit your comments
Please login to your account.
We're sorry that you've decided to cancel your subscription for the Lead 2 Vendor (Advanced). Please let us know why you're cancelling this service, so we can try and help resolve the issue.
The extension did not work.
It did not function as described.
I have found an alternative that does the job better.
I didn't receive adequate support or help resources to utilize this extension fully.
I am no longer using its parent product.
Other. Please specify.
Subject
Subject cannot be blank
Details
Message cannot be blank
Your review successfully sumbitted. Thanks for the feedback
Are you sure you want to delete the developer?
App Name
Vendor Name
Receive promotions
You have not subscribed to receive offers or promotions from any vendor.
You can add a new developer only after updating your company profile.
Kindly click on Update in company profile tab to proceed further.
Payment facility is not available in your region yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
This extension is not available for your region. Please mail us at sales@zohomarketplace.com for more information.
You are unauthorized login to this portal. Please check your portal URL.