Zoho CRM Solutions
Get the best of your Zoho CRM platform with these personalized and flexible solutions designed to meet your specific needs.
Get your lead's fields, notes, attachments, activities, and custom related lists data copied into its contact during conversion.
Read More- Connection
- Custom Button
- Deluge Script
- Sandbox
- Leads
- Custom Button
- 60 minutes
- High
- Enterprise and above
Add a contact and its associated account in your CRM as a contact person and customer in Zoho Books.
Read More- Connection
- Custom Button
- Deluge Script
- Sandbox
- Contacts
- Custom Button
- 30 minutes
- Medium
- Enterprise and above
Undo lead conversion by converting a contact back to a lead while retaining all their related information.
Read More- Connection
- Custom Button
- Deluge Script
- Sandbox
- Contacts
- Custom Button
- 60 minutes
- High
- Enterprise and above
View all open deals associated with a contact while viewing another related deal record.
Read More- Deluge Script
- Related List
- Sandbox
- Deals
- Related List
- 30 minutes
- Medium
- Enterprise and above
Create a follow-up task, assign it to the untouched lead's owner, and set a reminder.
Read More- Custom Button
- Deluge Script
- Sandbox
- Leads
- Custom Button
- 30 minutes
- Medium
- Enterprise and above
When creating leads, update their phone numbers with the appropriate country code based on their country field automatically.
Read More- Workflow Rule
- Deluge Script
- Sandbox
- Leads
- Workflow Rule
- 60 minutes
- High
- Enterprise and above
View account-related contextual information on the contact details page.
Read More- Deluge Script
- Related List
- Sandbox
- Contacts
- Related List
- 15 minutes
- Easy
- Enterprise and above
View all products purchased by an account on their details page.
Read More- Deluge Script
- Related List
- Sandbox
- Accounts
- Related List
- 30 minutes
- Medium
- Enterprise and above
Delete all associated open activities, such as calls, tasks, and events, upon marking a deal as closed lost.
Read More- Workflow Rule
- Deluge Script
- Sandbox
- Deals
- Workflow Rule
- 30 minutes
- Medium
- Enterprise and above
Assign leads to salespeople based on the day of the week they were created in your CRM.
Read More- Workflow Rule
- Deluge Script
- Sandbox
- Leads
- Workflow Rule
- 30 minutes
- Medium
- Enterprise and above
Sort an account's contacts by importance or custom order, excluding inactive and past employees.
Read More- Custom Field
- Deluge Script
- Related List
- Sandbox
- Accounts
- Related List
- 30 minutes
- Medium
- Enterprise and above
Attach files to a contact from webhook.
Read More- Deluge Script
- Sandbox
- Contacts
- Manual
- 15 minutes
- Easy
- Enterprise and above
- 1
- 2
- 3
- ...
- 7
Filter By: Features Used, Module and Trigger Point