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What is New

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What can Zoho CRM + Google Docs do? 

Zoho CRM strives to make the cloud computing a better experience and the integration with Google Docs gives you a better way to share business information.  You can easily attach files to a record and collaborate with colleagues in real-time.

  • Save time by sharing documents easily.
  • Share and manage all Google documents, spreadsheets and presentations within the marketing, sales or support teams.
  • Have a single, final version of all documents that are shared.
  • Attach files to records on your contact list.

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Attach from Zoho Docs

You do not need to carry your files or worry about your desktop folders any more. Just have them all in one Zoho environment and attach them into your Zoho CRM records as an attachment from the Zoho Docs.

Your benefits:

  • Connect to Zoho Docs instantly.
  • Attach files from Zoho Docs into Zoho CRM without the hassle of downloading.
  • Share documents and work together in real time.

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Audit Log

With the Audit Log option, you can now view the recently performed activities of the Users that can be helpful in determining the happenings before and after an event as well as identifying accounts associated with certain events.

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Deduplication Tool

With this feature you can now find the duplicate records in bulk and merge them. You do not need to find the duplicates individually, things are getting simplified. Just define a search criteria, find duplicates and finally merge them to one record.

Available for Leads , Accounts, Contacts and Vendors.

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