Wise Exchange Rates for Zoho CRM

Automatically update exchange rates for your Zoho CRM currencies using real-time exchange rates from Wise.

Built for: CRM Developed by: Svennis Cloud Solutions
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Use the Wise extension for Zoho CRM to automatically update the current exchange rate every day based on real-time exchange rates from Wise.com. You can adjust the Wise exchange rates with a certain percentage using our Web Tab and also update for individual currency exchange rate wherever needed. The Wise extension also gives you a Custom Module named Currencies Updates with details of all the updates made to currency exchange rates along with the user details and the date when the update was made. Access the Comparison Table for Wise's updated exchange reference rates directly from Zoho CRM.

Key Features:

  • Automatically updates all currency exchange rates in your Zoho CRM account each day by pulling current exchange rates from Wise.com.
  • Adjust the Wise.com exchange rates with your required percentage on the Wise Exchange Rates Web Tab in Zoho CRM
  • Manually update all currencies from Zoho CRM with the exchange rates based on the real-time exchange rates on Wise.com.
  • Retrieve the real-time exchange rates from Wise.com on our Wise Exchange Rates Web Tab in Zoho CRM

Tags

Deployment type Zoho platform
Published date Oct 26, 2021
Version 1.0
Category Marketing
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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