Manage Zoho CRM data directly using Excel Add-in

Manage Zoho CRM data directly using Excel Add-in

Nov 13, 2024

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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