Zoho CRM

CompanyDNA's integration with Zoho CRM enhances your ability to manage and analyze lead and sales data, enabling you to make more informed and effective business decisions. When you authorize CompanyDNA to connect with your Zoho CRM account, specific access permissions are requested to enrich your analytical experience by accessing user and sales details.

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Why Integrate Zoho CRM with CompanyDNA?

Integrating the Zoho CRM application with CompanyDNA offers users a powerful way to streamline the management and analysis of their lead and sales data by leveraging the extensive scopes available, including leads, contacts, accounts, deals, tasks, events, and calls. By accessing and analyzing this data, CompanyDNA enables users to transform raw sales data into actionable insights, optimize lead management strategies, improve team collaboration, and make informed decisions based on comprehensive data analysis. CompanyDNA's AI-driven indexing ensures that all lead and sales data is organized and analyzed efficiently, empowering users to maximize the potential of their Zoho CRM usage.

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Access and Permissions

Leads Access: Grants access to the list of leads you have created. This enables CompanyDNA to analyze lead structures and provide insights into lead progress and conversion rates.

Contacts Access: Allows access to contact details within Zoho CRM. This helps in organizing and understanding relationships with potential clients.

Accounts Access: Provides access to account information that includes company details and relationship history. This is crucial for understanding and managing business relationships.

Deals Access: Grants access to sales opportunities that contain leads and contacts. This is essential for analyzing sales pipelines and understanding potential revenue streams.

Tasks Access: Allows access to tasks related to leads and deals. This helps in tracking and managing sales activities efficiently.

Events Access: Provides access to events logged within Zoho CRM. This is important for understanding engagement levels and scheduling follow-ups.

Calls Access: Grants access to call records and details. This helps in assessing communication efforts and follow-up strategies.

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Why Do We Need This Access?

The access permissions requested are vital for providing a comprehensive view of your lead and sales data and user interactions. By accessing leads, contacts, accounts, deals, tasks, events, and calls, CompanyDNA can deliver deep insights into how your sales processes perform, how users interact with leads, and how opportunities evolve over time. This information is crucial for optimizing lead management strategies, improving team collaboration, and making data-driven decisions to enhance your sales performance.

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Your Control and Privacy

Your privacy and control over your data are of utmost importance. You have the authority to manage and revoke these permissions at any time through your Zoho CRM account settings. Data obtained by CompanyDNA from third-party applications is stored on your own AWS S3 storage, ensuring that CompanyDNA AI has no direct connection with this data. At CompanyDNA, we prioritize the security and privacy of user data above all else. Permissions for accessing applications like Zoho CRM are managed securely via OAuth, ensuring that user consent is explicitly obtained and respected. CompanyDNA strictly adheres to Zoho CRM's guidelines and data protection policies to ensure the security and privacy of your information.

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Getting Started

To integrate your Zoho CRM account with CompanyDNA:

Log in to your CompanyDNA dashboard.

Navigate to the 'Integrations' section.

Select Zoho CRM and follow the prompts to authorize read access.

Once disconnected, your sessions in both the CompanyDNA Dashboard and Zoho CRM will be securely terminated to maintain privacy and data integrity.

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For any questions or need for assistance, please reach out to our support team at hello@companydna.ai.

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