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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Website conversion optimization and personalisation platform.

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Webinar platform for webcasting online webinars.

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Collect payments online with custom branded pages.

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Digital signature app for businesses.

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Online meeting software for all your video conferencing & webinar needs.

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Stay in touch with teams no matter where you are.

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Employee experience platform to communicate, engage, and build positive employee relations.

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Appointment scheduling app for consultations with customers.

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Shared inboxes for teams.

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Online file management for teams.

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Digital signature app for businesses.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Work management tool to connect people, processes, and information.

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Collaborative online PDF editing tool.

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Manage temporary staffing with an employee scheduling solution.

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Digital signature app for businesses.

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Build custom apps to simplify business processes.

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Workforce identity and access management solution for cloud businesses.

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Secure multi-factor authenticator (MFA) for all your online accounts.

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Online password manager for teams.

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Pro-code platform to build and deploy your apps.

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Complete resource for any admin-related lookup queries.

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Interactive remote assistance software with augmented reality.

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Remote support and unattended remote access software.

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Test automation software to build, manage, execute, and report testcases.

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Automate manual, tedious, and repetitive tasks easily.

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AI-powered data preparation service for your data-driven organization.

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The all-in-one toolkit for solopreneurs.

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Pro-code platform to build and deploy your apps.

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Built in document editors for web apps.

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Secure and reliable transactional email sending service.

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Test automation software to build, manage, execute, and report testcases.

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Work management tool to connect people, processes, and information.

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Automate manual, tedious, and repetitive tasks easily.

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Application analytics for all apps.

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Embedded analytics and white label BI solutions, tailored for your needs.

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Build, deploy, and scale IoT solutions for connected businesses.

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Getting started

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Top methods of bringing data into CRM

Step 2: Implement

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Take a simple quiz to test your knowledge about Your tasks before getting data into CRM

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Getting started

  • Contents
  • Overview
  • Quiz
  •  

Step 1: Plan

0/2 VideosTotal: 27 mins

Step 2: Implement

0/4 VideosTotal: 38 mins

  • 0:26Web forms
  • 1:30Import data
  • 3:43Push data via API
Top methods of bringing data into CRM

Once the basic configurations are set up, it's time to start adding data into your CRM. There are multiple ways that data can be brought into Zoho CRM. You can import all your customer information from an existing spreadsheet, or even migrate all the data from another CRM platform. You also have the option to capture prospects from your website.

In this video, we will show you how to import and migrate data, generate prospects from your website, and use REST API to bring data into Zoho CRM.

Topics

Expand AllCollapse All
Web forms+

Your website is a great place to gather valuable leads. Web forms in Zoho CRM allows you to capture your prospects' information in CRM. You can simply create a 'Contact Us' form in CRM and embed it in your webpage to start generating leads.

Import data+

When you have a huge list of customer data in a spreadsheet, you can choose to import it into Zoho CRM. Migrating from another CRM platform is also easy. With the help of the data migration wizard, you can move all the data from your other CRM platform into Zoho CRM.

Push data via API+

The REST API lets you integrate Zoho CRM with your third-party applications. Connecting platforms makes it easier to keep the data that you have in your third-party application synchronized with Zoho CRM.

The best way to capture prospects from websites is by using________ .

Web Forms

Correct

Well Done! Web Forms can be created in CRM and embedded on websites to gather valuable prospects for your business.

Assignment Rules

Incorrect

Oh Snap! Assignment rules can be configured to automatically assign records to the appropriate user in CRM.

Sales Signals

Incorrect

Oh Snap! SalesSignals provide real-time notification on leads, contacts, and potential customer interaction with your brand across various communication channels.

Why should you select a field as unique?

To mark a field as required

Incorrect

Oh Snap! You can mark a field as unique, to prevent duplicate records from entering your CRM.

To specify that the field contains sensitive personal information.

Incorrect

Oh Snap! You can mark a field as unique, to prevent duplicate records from entering your CRM.

To prevent duplicates

Correct

Well Done! When a field is marked as unique, CRM will search the existing records for duplicates based on the field value. When a match is found, CRM will display a duplication alert.

What should be the form location URL, if the web form should be hosted on multiple webpages?

All the webpage URLs separated by comma.

Incorrect

Oh Snap! Web Forms can be hosted on multiple webpages by specifying '*' in the Form Location URL.

*

Correct

Well Done! Now the Web Form can be hosted on multiple webpages.

Web Form can't be hosted on multiple webpages.

Incorrect

Oh Snap! Web Forms can be hosted on multiple webpages by specifying '*' in the Form Location URL.

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