Recipes by app

Recipes with Zoho CRM

Recipes that work with your leads, contacts, accounts and deals in Zoho CRM. 6 recipes.

• A weekly pipeline review from Zoho CRM

  Deals closing this week by stage and owner, plus the overdue ones, made again every Monday.

  Zoho CRM · Reports

• Bring your Zoho apps into XataWorks

  Region, Zoho Mail, Books, CRM and Calendar connected, and a Zoho assistant that knows them.

  Zoho Mail · Zoho Books · Zoho CRM · Zoho Calendar · Mail

• Clean up duplicates in Zoho CRM

  Likely duplicate leads and contacts, with the reason for each, as a worklist to merge.

  Zoho CRM · Spreadsheets

• Log a meeting in Zoho CRM

  Rough notes in, a clean CRM note, follow-up tasks and a deal update out, each approved.

  Zoho CRM · Mail

• Prepare for a sales call with Zoho CRM

  The CRM record, recent emails and unpaid invoices in one brief before the call.

  Zoho CRM · Zoho Books · Zoho Mail · Mail · Documents

• Tidy a contact list and import it into Zoho CRM

  Split names, tidy phone numbers and find duplicates in a spreadsheet, then export a CSV file for Zoho CRM’s import.

  Zoho CRM · Spreadsheets · Microsoft Excel

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