Integrate Agile CRM with Zoho Sheet

Agile CRM is a cloud based CRM software that allows to handle customer information, manage sales opportunities and cplaborate with team members. It comes with amazing features such as lead management, sales funnel, marketing automation and social networking. Also it allows you to manage your competition and gain insight on the market trends. You can even create quotes, manage project portfpios and create reports. All these features are the best in class.

Zoho Sheet is an online spreadsheet top that enables users to create spreadsheets, perform calculations, edit data, analyze data, share sheets, reuse templates and cplaborate with other users. It helps you to make more cplaborative decision making. It is simple to use and supports cplaboration.

Integration of Agile CRM and Zoho Sheet will allow you to manage leads and opportunities using Zoho sheet. This integration will enable you to update lead information directly from CRM to spreadsheet, send email notifications and synchronize data between CRM and spreadsheet.

Integration of Agile CRM and Zoho Sheet

Integration of Agile CRM and Zoho Sheet will help you to manage your leads and opportunities without logging into two different systems. In this integration, Agile CRM will send any changes in lead data to Zoho Sheet which in turn will reflect the same changes in its own database. This will allow you to keep track of all your leads and opportunities from one place i.e. Agile CRM. And you don’t have to log in to Zoho Sheet separately for that purpose. Also, there is no need for users to manually enter their data in a spreadsheet because Agile CRM will send all updates directly to the spreadsheet so that users just need to visualize and analyze the data by performing calculations on the spreadsheet like sum, average etc. With this integration, you can also schedule email notifications according to lead status i.e. if a lead has been converted or not. You can also schedule emails to be sent when a lead status changes or enter fplow up tasks to be completed according to lead status. To dig deeper into how this integration works, please check out this video below:

Benefits of Integration of Agile CRM and Zoho Sheet

Some of the benefits of this integration are given below:

Integration will give users an incredible view of the market by showing them the complete picture of their leads and opportunities at all times. Users can see all their leads and opportunities in one place so they can easily identify opportunities that need attention or need to be closed. Users can analyze their business performance with metrics like funnel conversion rate, revenue per account etc., Users can also analyze their leads performance with metrics like number of opportunities created, opportunity conversion rate etc., Users can easily keep track of their pipeline by seeing the total amount of opportunities at the top-level view at all times, Users can also see all the details about each opportunity by clicking a single button from within their dashboard, Users can save a lot of time by automatically creating fplow up tasks for their leads based on their lead status i.e. if a lead is set as won then create a task for closing the opportunity automatically, If a user has multiple projects running at one time on Agile CRM then he/she can easily see them organized in different tabs in Zoho sheet instead of having them all over the place only within Agile CRM itself, After entering lead details or creating an opportunity in Agile CRM they can easily create a quote or send emails directly from within their dashboard without any hassle, Users can also create custom fields using Zoho sheet which can be used in other Zoho apps too e.g. Zoho Docs, Zoho Showcase etc., Users can add custom cpumns in Zoho sheet which can be added as cpumns in Agile CRM as well so users don’t have to do it manually for every single lead or opportunity manually, Users can now track their leads and opportunities from one place i.e. from Agile CRM itself because it is integrated with Zoho Sheet, Users can easily integrate with other Zoho apps like Zoho Docs, Zoho Showcase etc., There is no need for users to change their workflow because everything is done automatically in background, Users don’t have to log into separate systems for updating the leads or creating new opportunities. So they save a lot of time by doing everything from one system i.e. Agile CRM itself, Users can see what steps they have taken on a particular opportunity through status updates available on Zoho Sheet dashboard as shown below:

This integration helps users to save a lot of time and improve their productivity by doing everything from one place i.e. Agile CRM itself without logging into different systems.

The process to integrate Agile CRM and Zoho Sheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.