The Zoho FSM extension for Zoho CRM helps you connect sales and field service. Convert your closed deals and sales orders into requests and work orders in record time. View the details of the services (e.g, work orders, appointments) for contacts and accounts from within Zoho CRM.
Zoho FSM is a powerful, one-stop field service management platform. Zoho FSM comes with an exhaustive list of features to help you streamline every aspect of your business and, ultimately, deliver an enhanced service experience.
Visit https://www.zoho.com/fsm/ to know more.
Key capabilities of Zoho FSM: - Customer management - Work order management - Estimates and invoices - Appointment scheduling and dispatch - Agent live-tracking on maps - Online and offline payments - Workforce management - Asset management - Customization - Workflow automation - Dashboard - Built-in reports - REST APIs
Key Features:
Sync accounts, contacts and product data between Zoho CRM and Zoho FSM.
Create service requests, estimates, and work orders from the Zoho CRM Accounts, Contacts, Deals, and Sales Order detail pages.
Add items from the Zoho CRM Sales Order detail page as assets in Zoho FSM and create service requests for them.
Use Zoho FSM to schedule jobs, work at the site, and send invoices.
Lamento saber que el proceso de integración le resultó difícil y que no tuvo el apoyo que necesitaba.
Aquí está el enlace a nuestra documentación de ayuda, que cubre toda la información relacionada con la integración de Zoho FSM y Zoho CRM: https://help.zoho.com/portal/en/kb/fsm/integrations/zoho-crm/zoho-fsm-extension -para-zoho-crm
Si tiene más preguntas o desea programar una demostración individual con nuestros expertos en productos, no dude en contactarnos en support@zohofsm.com. ¡Estamos más que felices de poder ayudar!
We understand your concern regarding the issue. Please note that the Zoho FSM for Zoho CRM extension does not have any connection with Gmail. The issue you experienced might be due to some other reason.
We’d be happy to assist you further. If you'd like, we can guide you through setting up the integration in your Zoho account and provide a detailed demo to ensure everything is functioning well. Please feel free to reach out to us at support@zohofsm.com, and our team will be glad to help.
Here is the official link to our help documentation, which covers all information related Zoho FSM and Zoho CRM integration - https://help.zoho.com/portal/en/kb/fsm/integrations/zoho-crm/zoho-fsm-extension-for-zoho-crm
If you have any further questions or would like to schedule a demo with our product expert, please feel free to contact us at support@zohofsm.com.
Zoho offers a comprehensive suite of award-winning on-line business, productivity & collaboration applications. Customers use Zoho Applications to run their business processes, manage their information and be more productive while at the office or on the go, without having to worry about expensive or outdated hardware or software
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I would recommend you to try Zoho FSM 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.
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Aquí está el enlace a nuestra documentación de ayuda, que cubre toda la información relacionada con la integración de Zoho FSM y Zoho CRM: https://help.zoho.com/portal/en/kb/fsm/integrations/zoho-crm/zoho-fsm-extension -para-zoho-crm
Si tiene más preguntas o desea programar una demostración individual con nuestros expertos en productos, no dude en contactarnos en support@zohofsm.com. ¡Estamos más que felices de poder ayudar!