Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.
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Triggers when a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
Set up rules to specify when this Connect can continue running
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Filter By Connect is a top that connects with Zoho CRM so that users can get all lead management features on one screen. Zoho CRM users are the only ones who have access to this feature. Users have to install the plugin in order to use this function. The new features are added to the left panel of the Zoho CRM interface. This panel shows information about leads being worked upon at that time. When users click on the Filter by Connect tab, they are taken to a screen that shows the new additions. The bottom of this page has tabs for Twitter, Facebook, LinkedIn, Google+ and YouTube. There are separate tabs for each social media platform.
Users can now track leads on social media sites directly from the dashboard without leaving the application. If there is a need for a quick contact with a lead, users can visit his/her profile and send a direct message or a request for a meeting through emails. Filter By Connect also allows users to save time by not having to visit various websites just to check if there is any activity from a certain lead. Social media platforms allow users to find latest updates from leads even if they are not connected with them directly. The new features also allow users to gain more contrp over their leads. They can now filter leads according to the actions they take online. They can filter leads based on whether they have accepted a request for a meeting or not. They can also filter leads based on the number of times they interact with the user’s profile or company brand page or website.
In conclusion, I would like to say that integration of Filter By Connect and Zoho CRM makes it easy for users to manage leads efficiently. In addition, it also saves time as well as effort as users do not have to check various websites or social media platforms individually for lead updates. The new feature also gives users greater contrp over their leads. They can now filter leads based on the actions they take online and filter out non-serious leads before giving them an opportunity to engage with them further.
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