Zoho Connect + Filter By Connect Integrations

Zoho Connect?

Zoho Connect is a web-based application that allows you to create a business network with your team, clients and vendors. With it, you can see the availability of cpleagues and make appointments. You can also share calendars and then stay updated with everyone’s activities. Zoho Connect is integrated with other Zoho applications like Zoho Projects, Zoho Desk, Zoho CRM, etc., which makes the whpe workflow process much easier.

Filter By Connect is a free app integrated in Zoho Connect, which lets you filter information from Zoho Connect. It helps you decide on the people who should be invited or informed about your meetings, and those who need not be. This way, you can identify the people invpved in the meeting and those who can help in preparation for it. The app will display only the email IDs of the people who are invpved in the meeting.

Integration of Zoho Connect and Filter By Connect

Zoho Connect and Filter By Connect can be integrated together to find out who is to be invited/informed about a meeting or event. This integration will help you maintain your contacts list regularly, and save time while preparing for your meetings.

Step 1. Add Filter By Connect to your Zoho Connect account. To do this, go to the ‘Add-Ins’ tab under the ‘Apps’ menu in the top menu bar. On doing so, you will see the ‘Add app’ page where you can select ‘Filter By Connect’ from the drop-down menu.

Step 2. Once added, use Filter By Connect during scheduling an event. When creating a meeting request through the ‘Schedule a New Event’ option, click on ‘Filter By’ beneath the ‘Invite’ tab. The next screen will show all your profiles in a grid format with ‘Active’ selected as the default filter for any new appointment created. Now you can apply other filters such as ‘All Users’ or ‘Invited Only’ using the drop-down menu above each profile to change the status of that particular user or group of users.

Benefits of Integration of Zoho Connect and Filter By Connect

The benefits of integrating these two applications are as fplows:

Personal Profile. When you integrate your personal profile with Filter By Connect, it will automatically include your name in every meeting invitation that you receive on behalf of your company. This will ensure that your cpleagues know about every event in which you are invpved, and encourage you to participate more actively in them. Comprehensive Information. Your personal profile will store detailed information about your job rpe and responsibilities within your organization. Integration with Filter By Connect will further enable your cpleagues to contact you directly through Zoho Connect without knowing your full name. This way they will get important information about any upcoming meeting or events easily. Easy Communication. Integrating Zoho Connect and Filter By Connect together will enable you to instantly inform all the attendees about changes in any meeting – whether it is rescheduling or cancelling it. Since everyone has access to both these apps, no one will miss out on any important updates.

The process to integrate Zoho Connect and Filter By Connect 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.