GST Validation for ZOHO CRM

GST Validation for ZOHO CRM

   

Prerequisites 

  1. You must be Zoho CRM's super admin.
  2. Zoho CRM Standard Edition or higher is required.
  3. It will retrieve the GST details of Indian companies.

 

1. Introduction 

Welcome to the GST Verification Extension for Zoho CRM! This extension enhances your Zoho CRM experience by providing seamless GST verification capabilities directly within your CRM platform. With this extension, you can validate GST numbers, update records, and receive timely notifications.

2. Getting Started 

2.1 Installation  

Follow these steps to install the GST Verification Extension:

  1. Log in to your Zoho CRM account.

  1. Navigate to the Extension Marketplace.

  1. Search for "GST Verification for Zoho CRM" and select the appropriate extension.

Click on "Install" and follow the on-screen instructions.
 

3. Features  

3.1 GST Verification  

Verify GST numbers directly within Zoho CRM to ensure accurate and valid information.

3.2 GSTIN Validation  

Validate GSTIN numbers to ensure they meet the specified format and are valid for use.

3.3 Search GST Number by Company Name  

Effortlessly search for GST numbers using the company name and update your records with the latest information.

3.4 Update Records  

Automatically update CRM records with verified GST information for enhanced data accuracy.

4. Applicable Modules

The GST Verification Extension supports the following Zoho CRM modules:

  • Leads: Validate and update GST information for leads.

  • Vendors: Verify and maintain accurate GST details for vendor records.

  • Accounts: Ensure the correctness of GST information associated with accounts.

5. Step By Step Guide 

  • Enter the GST number in your record and save.

Click the button "Verify GST Number," and it will open a popup window that shows the company details.

 

 

  • Click the "Update" button to update the records.

 

 

 

  1.  To search the GST details related to the company name in your module

  • Click the button "Search GSTIN." It will open a pop-up window showing all the companies related to your company name.

  1. Select any company and click "Open."

 

 

 

 


Support 

6. Conclusion  

Thank you for choosing our GST Verification Extension for Zoho CRM! We hope this guide helps you make the most out of the extension. If you have any feedback or suggestions, feel free to reach out.

 

  

 

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