TradeIndia extension for ZOHO CRM

TradeIndia extension for ZOHO CRM


Prerequisites 

  1. You must be Zoho CRM's super admin.
  2. Zoho CRM Standard Edition or higher is required.
  3. Create an TradeIndia account and acquire a valid UserId , Profile Id and Key for ensuring smooth communication between systems. 

 

1. Overview 

The Trade India Extension for Zoho CRM allows users to automatically add new leads from Trade India directly into Zoho CRM every 2 hours. This integration streamlines lead management, ensuring that you never miss potential business opportunities from Trade India.

2. Getting Started 

2.1 Obtain Key ,User Id and Profile Id from TradeIndia

To begin, access your TradeIndia account and navigate to the dashboard. From there, proceed to the "Inquiries and Contacts" section and select "Categories My Inquiry API."

Upon clicking this option, you will be presented with essential details, including your user ID, profile ID, and key. Take note of all this information and make sure to copy it accurately.


2.2 Installation  

Follow these steps to install the TradeIndia-Zoho Extension:

  1. Log in to your Zoho CRM account.

  1. Navigate to the Extension Marketplace.

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

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

  3. You'll be prompted to input your User Id , Profile Id and Key.
     


3. Features  

3.1 Automatic Lead Capture  

Automatically creates a new lead in Zoho CRM every 2 hours when new leads are generated in Trade India.

3.2 Data Accuracy  

The extension ensures that the data transferred to Zoho CRM is accurate and error-free.

3.3 Basic Field Mapping  

Automatically maps basic lead information such as name, email, mobile number, and the lead’s requirement (captured in the lead module's description field).

3.4 Seamless Integration 

Connects your Trade India account with Zoho CRM for real-time updates.

4. Applicable Modules

The TradeIndia for Zoho CRM Extension supports the following Zoho CRM modules:

  • Leads: Automatically generating leads from TradeIndia and seamlessly integrating them into Zoho CRM.

5. Functionalty

  • Regular Data Transfer:

    Leads are fetched from TradeIndia and created in Zoho CRM every 2 hours. This ensures that your CRM data is always up-to-date without manual intervention.


 


6. Step by Step Guide

  • Step 1: Visit Zoho Marketplace:  Begin by navigating to the official Zoho Marketplace website: https://marketplace.zoho.com/home


  • Step 2: Search for the Extension Product: Utilize the search function to locate the desired Extension Product by entering its name in the search bar.


  • Step 3: Select the Product: Carefully review the details and specifications of the Extension Product. Once satisfied, click on the "Buy Now" or "Install Application" button, depending on the available options.


  • Step 4: Proceed to Payment: Upon selecting the product, you will be directed to the payment page. Provide the necessary payment information and follow the prompts to complete the transaction securely.


  • Step 5: Confirmation and Installation: After successful payment, you will receive a confirmation of your purchase. Follow the provided instructions to install the application.  

    Post-Payment      Instructions

  • Step1: Configure Settings: Adjust configurations based on the specific needs of the user or organization.

    Upon successful payment,     a Terms and Conditions form will be displayed on the screen.




    Choose the Users/Profiles





    The installation process will commence.

  • Step 2: Enter the Key ,User Id and Profile Id obtained from Tradeindia Dashboard



  • Note:     The super admin will automatically be designated as the owner of any leads generated within the CRM. The lead owner can then assign the leads to other users.

  

Support 

7. Conclusion  

The Trade India Extension for Zoho CRM is a powerful tool to enhance your lead management process. By following this guide, you can ensure a smooth setup and effective use of the extension to capture leads seamlessly from Trade India every 2 hours.

 

  

 

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