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Customer Success Software that Integrates With Zoho CRM

Zoho CRM is a Customer Relationship Management (CRM) solution that provides tools for companies to run sales, and marketing for a complete view of the sales pipeline. Zoho CRM enables you to use visitor tracking and email analytics to know what your customers are seeing, for optimal engagement opportunities.

Highlights:

  • Multichannel communication management across email, phone, and social media.
  • Measure and improve sales performance through analytics and gamification.
  • Automate actions with workflows and macros.

How to Connect Zoho CRM and Akita

Step 1

Step 1

Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.

Step 2

Step 2

Click the Connect Provider button.

Zoho CRM

Step 3

Select Zoho CRM from the list of available integrations.

step 4

Step 4

Click the link to begin the connection process.

Connect

Within Zoho CRM follow the prompts to approve the Akita integration.

That’s it – all done!

Your Zoho CRM Customer Data in Akita

  • Once connected, your Akita account will begin populating with your Zoho CRM data.
  • This data will appear alongside all your other customer interactions for a 360° view.

  • Segment your accounts based on data from your Zoho CRM account, and from your other business tools.

  • Define lifecycle stages and make sure customers stay on track.

  • Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.