Manage Zoho CRM data directly using Excel Add-in
Explore how to manage Zoho CRM data with the Excel Add-in. This video offers a step-by-step guide for installing and setting up the Excel Add-in, making it easy to work with Zoho CRM data directly in Excel.
Timestamps:
0:00 Introduction
0:15 Installation of Excel Add-in for Zoho CRM
0:37 Select "Leads" object
0:44 Connection to Zoho CRM
1:18 Edit mode
1:43 Commit data to Zoho CRM
👉 Check the full overview of Excel Add-in for Zoho CRM here: https://www.devart.com/excel-addins/zohocrm/
🔥 You can download the Excel Add-in for Zoho CRM trial here: https://www.devart.com/excel-addins/zohocrm/download.html
👉 Check the full overview of Excel Add-ins here: https://www.devart.com/excel-addins/
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