Zoho Integration module for Perfex CRM

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Zoho Integration module for Perfex CRM

Premium Category Products

Original price was: Rs4,956.00.Current price is: Rs1,030.00.

Zoho Integration Module seamlessly integrates with Zoho to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Zoho and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Zoho and your system. Developing a Zoho Integration Module for Perfex CRM enables seamless data synchronization and functionality between Perfex CRM and Zoho services. This module can help businesses manage leads, customers, and other workflows more efficiently by leveraging Zoho's tools within Perfex CRM.

Key Features of the Zoho Integration Module

  1. Zoho CRM Synchronization:
    • Sync leads, contacts, and accounts between Perfex CRM and Zoho CRM.
    • Real-time updates to ensure data consistency.
  2. Zoho Mail Integration:
    • Centralized email management by connecting Zoho Mail with Perfex CRM.
    • Access Zoho Mail communication within customer profiles.
  3. Zoho Books/Invoices:
    • Synchronize invoices, payments, and expense data with Zoho Books.
    • Automate invoice generation in Zoho from Perfex CRM records.
  4. Zoho Campaigns:
    • Export contacts and email lists from Perfex CRM to Zoho Campaigns.
    • Track email campaign performance within Perfex CRM.
  5. Zoho Desk Integration:
    • Manage support tickets from Zoho Desk directly in Perfex CRM.
    • Track ticket status and updates in real-time.
  6. Two-Way Synchronization:
    • Ensure updates in Perfex CRM are reflected in Zoho apps and vice versa.
    • Minimize data duplication and manual entry.
  7. Activity Logging and Notifications:
    • Log all synchronization activities.
    • Notifications for failed or incomplete sync attempts.
  8. Custom Field Mapping:
    • Map custom fields between Perfex CRM and Zoho modules for tailored data management.
  9. Authentication:
    • Secure authentication using Zoho OAuth 2.0.
    • Admin interface to manage Zoho API keys and settings.
  10. Reporting and Analytics:
    • Generate reports on integration performance and synchronized data.
    • Visualize data flow between Perfex and Zoho.

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email  or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

  • Instant access to all plugins and all themes including all future releases
  • Unlimited domain usage
  • Regular Updates as of when available. Usually, updates are released daily.
  • Before purchasing, please read the Terms and Conditions & Refund Policy.
  • If you have any questions, please first read the FAQs.
  • If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
  • Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
  • Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

  • We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
  • We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
  • We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

  • Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
  • Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

  • We Only provide WHMCS Module, how you can  nulled any module step only !
  • Instant access to all plugins and all themes 
  • Unlimited domain usage
  • Regular Updates as of when available. Usually, updates are released daily.
  • Before purchasing, please read the Terms and Conditions & Refund Policy.
  • If you have any questions, please first read the FAQs.
  • If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
  • Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.

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