The Magic Lookup extension integrates Zoho CRM and Zoho Sheet. Easily update corresponding module fields between the two. The user-friendly UI and intuitive configuration enhance data management and accuracy.
Key Features:
Effortless installation and setup: Install and set up the extension with a few clicks.
Personalized configuration settings: Define a custom workflow for your unique business needs by selecting relevant Zoho modules and fields. Configure or map Sheet headers to CRM fields to ensure accurate data updates.
Real-time updates: Whenever the workflow is triggered or its conditions are satisfied, the dynamic data sync automatically updates CRM fields based on changes in Sheet. Get field-specific updates for details like contact owner or email ID based on criteria like mailing state.
Encompassing audit logs: Monitor all workflow triggers and actions with activity tracking on a dedicated audit page. Manage success and failure statuses to identify and resolve workflow errors.
Smackcoders Inc, 2093 Philadelphia Pike #7877, Claymont, DE 19703 United States
Smackcoders is an Independently owned Technological company in India. Focused on developing software that benefits businesses. We're well known for developing WordPress and CRM Integration extensions. We have diverged our roots in domains like blockchain, big data, web development with the same aspiration.
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Hello,
I would recommend you to try Zoho Sheet Magic Lookup Extension 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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